{"id":26232,"date":"2020-02-04T10:41:44","date_gmt":"2020-02-04T09:41:44","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=26232"},"modified":"2025-11-18T11:05:16","modified_gmt":"2025-11-18T10:05:16","slug":"actiune-inainte-de-data","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/","title":{"rendered":"E-mail ori sarcin\u0103 automat\u0103, cu X zile \u00eenainte de o anumit\u0103 dat\u0103"},"content":{"rendered":"

Scop<\/h3>\n

Dac\u0103 trebuie s\u0103 fii vigilent la diverse date care vor avea loc \u00een viitor (de exemplu, date de expirare), acest filtru \u00ee\u021bi va crea o list\u0103 foarte u\u0219or de navigat, aduc\u00e2ndu-\u021bi \u00een fa\u021b\u0103 pe to\u021bi acei clien\u021bi de interes.<\/p>\n

Un exemplu concret \u00een care \u00eel po\u021bi folosi este atunci c\u00e2nd dore\u0219ti s\u0103 fii notificat pe e-mail, ori cu o sarcin\u0103, referitor la acei clien\u021bi al c\u0103ror contract expir\u0103 \u00een urm\u0103toarele 30 de zile. Astfel, po\u021bi programa o negociere cu ace\u0219tia \u00een timp util, \u00een vederea prelungirii contractului.<\/p>\n

A\u0219adar, acest filtru poate fi folosit \u00eentr-o automatizare \u00een care se genereaz\u0103 o sarcin\u0103 sau un e-mail, cu X zile \u00eenainte de data specificat\u0103.<\/p>\n

Po\u021bi g\u0103si detalii legate de construc\u021bia automatiz\u0103rilor consult\u00e2nd pagina dedicat\u0103<\/a> acestui subiect.<\/p>\n

C\u00e2mpuri extra necesare<\/h3>\n

Asigur\u0103-te c\u0103, pe cardul t\u0103u de oportunitate, exist\u0103 un c\u00e2mp care g\u0103zduie\u0219te data de interes pentru tine.<\/p>\n

De exemplu, un c\u00e2mp de Expirare contract<\/strong> \/ Expirare garan\u021bie<\/strong> etc.<\/p>\n

\u00cen caz contrar, \u00eel po\u021bi crea chiar acum.<\/p>\n

Aplicabilitate<\/h3>\n

Acest filtru poate fi construit \u00een orice produs din sistem.<\/p>\n

Detalii de construc\u021bie<\/h3>\n

Pentru detalii generale legate de construc\u021bia unui filtru \u00een MiniCRM po\u021bi consulta\u00a0pagina dedicat\u0103<\/a>.<\/p>\n

Pentru construc\u021bia acestui filtru vei avea nevoie de urm\u0103toarele condi\u021bii:<\/p>\n

Alege c\u00e2mpul de dat\u0103 men\u021bionat mai sus, selecteaz\u0103 op\u021biunea Cu minim X zile dup\u0103<\/i> pentru c\u00e2mpul respectiv, \u0219i specific\u0103 num\u0103rul de zile, \u00eenainte de data respectiv\u0103, \u00een care vrei s\u0103 fii notificat.<\/em><\/p>\n

\"\"<\/p>\n

Posibilit\u0103\u021bi de modificare<\/h3>\n

Suplimentar po\u021bi ad\u0103uga \u00een filtru \u0219i un c\u00e2mp de status pentru a filtra cardurile doar dintr-un anumit status (de exemplu, po\u021bi rula o automatizare care te avertizeaz\u0103 cu 30 de zile \u00eenainte de data expir\u0103rii contractului dar doar pentru v\u00e2nz\u0103rile c\u00e2\u0219tigate).<\/p>\n

Po\u021bi ad\u0103uga \u0219i alte c\u00e2mpuri \u00een condi\u021biile de filtrare \u0219i s\u0103 creezi astfel combina\u021bia de condi\u021bii de care ai nevoie.<\/p>\n","protected":false},"excerpt":{"rendered":"

Scop Dac\u0103 trebuie s\u0103 fii vigilent la diverse date care vor avea loc \u00een viitor (de exemplu, date de expirare), acest filtru \u00ee\u021bi va crea o list\u0103 foarte u\u0219or de navigat, aduc\u00e2ndu-\u021bi \u00een fa\u021b\u0103 pe to\u021bi acei clien\u021bi de interes. Un exemplu concret \u00een care \u00eel po\u021bi folosi este atunci c\u00e2nd dore\u0219ti s\u0103 fii notificat […]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2535,2537],"tags":[1263,1269],"class_list":["post-26232","post","type-post","status-publish","format-standard","hentry","category-depanare-si-intrebari-frecvente","category-informatii-generale","tag-filter-ro","tag-follow-up-sequence-ro"],"yoast_head":"\nE-mail ori sarcin\u0103 automat\u0103, cu X zile \u00eenainte de o anumit\u0103 dat\u0103 - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Scop Dac\u0103 trebuie s\u0103 fii vigilent la diverse date care vor avea loc \u00een viitor (de exemplu, date de expirare), acest filtru \u00ee\u021bi va crea o list\u0103 foarte u\u0219or\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"E-mail ori sarcin\u0103 automat\u0103, cu X zile \u00eenainte de o anumit\u0103 dat\u0103 - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Scop Dac\u0103 trebuie s\u0103 fii vigilent la diverse date care vor avea loc \u00een viitor (de exemplu, date de expirare), acest filtru \u00ee\u021bi va crea o list\u0103 foarte u\u0219or\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2020-02-04T09:41:44+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-18T10:05:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/02\/E-mail-ori-sarcina-automata-cu-X-zile-inainte-de-o-anumita-data-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"919\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Bogdan Burciu\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Bogdan Burciu\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/\"},\"author\":{\"name\":\"Bogdan Burciu\",\"@id\":\"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/8a676279a8b36970727c5347285cebb9\"},\"headline\":\"E-mail ori sarcin\u0103 automat\u0103, cu X zile \u00eenainte de o anumit\u0103 dat\u0103\",\"datePublished\":\"2020-02-04T09:41:44+00:00\",\"dateModified\":\"2025-11-18T10:05:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/\"},\"wordCount\":360,\"image\":{\"@id\":\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/02\/E-mail-ori-sarcina-automata-cu-X-zile-inainte-de-o-anumita-data-1-1024x490.png\",\"keywords\":[\"filter-ro\",\"follow-up-sequence-ro\"],\"articleSection\":[\"Depanare \u0219i \u00centreb\u0103ri frecvente\",\"Informa\u021bii generale\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/\",\"url\":\"https:\/\/www.minicrm.ro\/help\/actiune-inainte-de-data\/\",\"name\":\"E-mail ori sarcin\u0103 automat\u0103, cu X zile \u00eenainte de o anumit\u0103 dat\u0103 - 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