{"id":21405,"date":"2019-11-27T15:33:40","date_gmt":"2019-11-27T14:33:40","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=21405"},"modified":"2025-11-18T09:50:51","modified_gmt":"2025-11-18T08:50:51","slug":"cum-incep-configurarea-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/cum-incep-configurarea-minicrm\/","title":{"rendered":"\u00ceNCEPE AICI: Checklist-ul administratorului de sistem"},"content":{"rendered":"
Pentru a configura sistemul t\u0103u ai nevoie de drepturi de administrator pentru a avea acces la set\u0103ri \u0219i meniurile de configurare.<\/div>\n
Sistemul este livrat cu cele mai importante produse gata ad\u0103ugate \u0219i configurate.<\/div>\n

Un prim lucru pe care \u00eel po\u021bi face \u00een calitate de administrator de sistem al companiei tale este s\u0103 pui aceast\u0103 pagin\u0103 la bookmarks, astfel \u00eenc\u00e2t s\u0103 te po\u021bi \u00eentoarce la ea pe tot parcursul implement\u0103rii.<\/p>\n

Mai jos, vei reg\u0103si pa\u0219ii concre\u021bi pe care \u00ee\u021bi recomand\u0103m s\u0103 \u00eei urmezi, astfel \u00eenc\u00e2t configurarea sistemului t\u0103u de MiniCRM s\u0103 fie una c\u00e2t mai bine or\u00e2nduit\u0103.<\/p>\n

Fiecare pas \u00ee\u021bi va fi detaliat \u00eentr-o pagin\u0103 de ajutor dedicat\u0103, pe care o po\u021bi consulta la nevoie.<\/p>\n

1.) Primele set\u0103ri de baz\u0103 ale sistemului t\u0103u de MiniCRM<\/h3>\n

Ca s\u0103 \u00ee\u021bi faci sistemul s\u0103 se simt\u0103 ca acas\u0103, trebuie s\u0103 faci c\u00e2teva set\u0103ri de baz\u0103 \u00een acesta.<\/p>\n

Set\u0103rile de baz\u0103 includ date precum numele firmei tale, logo-ul vostru, \u0219i alte informa\u021bii asem\u0103n\u0103toare.<\/p>\n

Acestea or s\u0103 fie folosite, ulterior, \u00een cadrul documentelor pe care le vei emite cu MiniCRM (ex: facturi).<\/p>\n

Pentru mai multe detalii despre set\u0103rile de \u00eenceput, consult\u0103 pagina de ajutor dedicat\u0103.<\/p>\n

\"\"<\/p>\n

2.) Cum s\u0103 adaugi un produs \u00een sistemul t\u0103u? Set\u0103ri de baz\u0103 ale acestuia.<\/h3>\n

De regul\u0103, la crearea unui sistem de test nou, \u00ee\u021bi vor fi ad\u0103ugate ni\u0219te produse \u00een mod automat, conform preferin\u021belor bifate de tine \u00een formularul ini\u021bial.<\/p>\n

Cel mai adesea, acestea sunt V\u00e2nz\u0103ri \u0219i Proiecte.<\/p>\n

Felul \u00een care \u00ee\u021bi recomand\u0103m s\u0103 te g\u00e2nde\u0219ti la un produs (denumit \u0219i modul) este ca la o procedur\u0103 care are loc la tine \u00een firm\u0103. De exemplu, ne referim aici la proceduri precum:<\/p>\n

    \n
  • Procedura de v\u00e2nz\u0103ri<\/li>\n
  • Procedura de executare a proiectelor<\/li>\n
  • Procedura de gestionare a tichetelor de helpdesk<\/li>\n
  • Procedura de recrutare<\/li>\n
  • Procedura de facturare<\/li>\n
  • Etc.<\/li>\n<\/ul>\n

    \"\"<\/p>\n

    Nu exist\u0103 un num\u0103r maxim de proceduri pe care s\u0103 le po\u021bi gestiona din MiniCRM, \u00eens\u0103 \u00ee\u021bi recomand\u0103m s\u0103 \u00eencepi cu maxim dou\u0103, ulterior ad\u0103ug\u00e2nd treptat \u0219i altele.<\/p>\n

    Po\u021bi g\u0103si o list\u0103 exhaustiv\u0103 cu toate produsele MiniCRM la link-ul de aici.<\/p>\n

    Odat\u0103 ad\u0103ugat un produs, nu uita c\u0103 trebuie s\u0103 te ocupi de ni\u0219te set\u0103ri de baz\u0103 \u0219i \u00een cadrul acestuia. \u00cen acest sens, am creat pentru tine o pagin\u0103 dedicat\u0103 acestui subiect, pe care o po\u021bi consulta aici.<\/p>\n

    \"\"<\/p>\n

    3.) Customizarea pipeline-ului<\/h3>\n

    Pipeline-ul reprezint\u0103 pa\u0219ii procedurii din produsul respectiv.<\/p>\n

    \"\"<\/p>\n

    De\u0219i aceast\u0103 zon\u0103 vine deja cu ni\u0219te pa\u0219i de baz\u0103, din care s\u0103 te inspiri, o po\u021bi personaliza oric\u00e2nd \u00een majoritatea produselor, conform paginii dedicate de aici.<\/p>\n

    Trebuie s\u0103 te ocupi de personalizarea pipeline-ului pentru fiecare produs pe care \u00eel adaugi.<\/p>\n

    4.) Customizarea c\u00e2mpurilor cu informa\u021bii importante<\/h3>\n

    Odat\u0103 defini\u021bi pa\u0219ii macro ai procedurii, e timpul s\u0103 te g\u00e2nde\u0219ti la informa\u021biile de care vei avea nevoie \u00een fiecare dintre ei.<\/p>\n

    \u00cen mod normal, ar trebui s\u0103 g\u0103se\u0219ti \u00een sistemul t\u0103u un num\u0103r de carduri de oportunitate oferite drept exemplu (ca cele din imaginea de mai jos).<\/p>\n

    Te po\u021bi g\u00e2ndi la acestea ca la ni\u0219te fi\u0219e de clien\u021bi\/fi\u0219e de proiecte\/fi\u0219e cu tichete etc. (\u00een func\u021bie de specificul produsului \u00een care te afli).<\/p>\n

    \"\"<\/p>\n

    Dac\u0103 vei da click pe oricare dintre cardurile de oportunitate, vei observa o zon\u0103 de c\u00e2mpuri, \u00een care \u00ee\u021bi po\u021bi trece detaliile despre clien\u021bii t\u0103i.<\/p>\n

    Aceste c\u00e2mpuri vor trebui completate pe parcursul avans\u0103rii cardului de oportunitate respectiv prin pa\u0219ii defini\u021bi \u00een pipeline. La fel ca \u0219i pipeline-ul, sunt complet customizabile.<\/p>\n

    Mai multe informa\u021bii despre customizarea c\u00e2mpurilor po\u021bi g\u0103si aici.<\/p>\n

    \"\"<\/p>\n

    5. Ce tipuri de sarcini vor fi realizate \u00eentr-un produs? Definirea tipurilor de sarcini.<\/h3>\n

    Pe l\u00e2ng\u0103 stocarea informa\u021biilor \u00een c\u00e2mpuri, cardurile de oportunitate dedicate specific fiec\u0103rui client te vor ajuta \u0219i s\u0103 \u00ee\u021bi gestionezi sarcinile pe care \u00ee\u021bi propui s\u0103 le duci la bun sf\u00e2r\u0219it cu clientul respectiv.<\/p>\n

    \"\"<\/p>\n

    Dac\u0103 setarea unei date dedicate pentru fiecare sarcin\u0103 \u00een parte ajut\u0103 la o mai bun\u0103 organizare a zilei de lucru, setarea tipului sarcinii \u00ee\u021bi va servi \u00een raport\u0103ri.<\/p>\n

    \u00ce\u021bi recomand\u0103m s\u0103 te axezi pe acele tipuri de sarcin\u0103 care \u0219tii c\u0103 aduc cel mai mare impact \u00een procedura gestionat\u0103 \u00een modul.<\/p>\n

    Ca s\u0103 afli mai multe despre definirea tipurilor de sarcin\u0103, consult\u0103 pagina de aici.<\/p>\n

    6. Ad\u0103ugarea utilizatorilor \u00een sistem. Ce set\u0103ri trebuie s\u0103 faci ca administrator, pentru fiecare utilizator \u00een parte?<\/h3>\n

    Dup\u0103 ce ai schi\u021bat o variant\u0103 ini\u021bial\u0103 a sistemului conform pa\u0219ilor de mai sus, este momentul s\u0103 \u00ee\u021bi adaugi echipa \u00een acesta.<\/p>\n

    Ce e important s\u0103 \u0219tii este c\u0103 personalizarea sistemului fiec\u0103rui nou utilizator st\u0103, par\u021bial, \u0219i \u00een responsabilitatea ta.<\/p>\n

    Iat\u0103 aici un ghid complet despre ad\u0103ugarea de noi utilizatori.<\/p>\n

    \"\"<\/p>\n

    7. Gestionarea utilizatorilor pe termen lung<\/h3>\n

    Pentru cazurile \u00een care ai vrea ca utilizatorii t\u0103i s\u0103 vad\u0103 doar anumite informa\u021bii din sistem, \u00ee\u021bi recomand\u0103m s\u0103 consul\u021bi pagina dedicat\u0103 drepturilor utilizatorilor, de aici.<\/p>\n

    C\u00e2t despre situa\u021biile \u00een care un coleg pleac\u0103 din firm\u0103, iat\u0103 aici ce s\u0103 faci cu utilizatorul s\u0103u din sistem.<\/p>\n

     <\/p>\n

     <\/p>\n","protected":false},"excerpt":{"rendered":"

    Pentru a configura sistemul t\u0103u ai nevoie de drepturi de administrator pentru a avea acces la set\u0103ri \u0219i meniurile de configurare. Sistemul este livrat cu cele mai importante produse gata ad\u0103ugate \u0219i configurate. Un prim lucru pe care \u00eel po\u021bi face \u00een calitate de administrator de sistem al companiei tale este s\u0103 pui aceast\u0103 pagin\u0103 […]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2501],"tags":[1389,1341],"class_list":["post-21405","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-administratori-si-manageri","tag-firststeps-ro","tag-system-ro"],"yoast_head":"\n\u00ceNCEPE AICI: Checklist-ul administratorului de sistem - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Pentru a configura sistemul t\u0103u ai nevoie de drepturi de administrator pentru a avea acces la set\u0103ri \u0219i meniurile de configurare. 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