{"id":28056,"date":"2020-04-21T15:32:09","date_gmt":"2020-04-21T13:32:09","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=28056"},"modified":"2025-11-18T10:55:49","modified_gmt":"2025-11-18T09:55:49","slug":"filtru-oportunitati-pierdute","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/filtru-oportunitati-pierdute\/","title":{"rendered":"Filtru oportunit\u0103\u021bi pierdute"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Scop<\/h3>\n<p style=\"text-align: justify;\">Po\u021bi folosi acest filtru pentru a eviden\u021bia oportunit\u0103\u021bile pierdute dar mai ales pentru a eviden\u021bia motivul pentru care s-au pierdut. \u00cen acest fel, aceste oportunit\u0103ti pot fi targetate ulterior \u00een noi campanii de marketing.<\/p>\n<h3 style=\"text-align: justify;\">C\u00e2mpuri extra necesare<\/h3>\n<p style=\"text-align: justify;\">\u00cen cazul \u00een care acestea nu exist\u0103 deja la tine \u00een sistem, adaug\u0103 urm\u0103toarele dou\u0103 c\u00e2mpuri:<\/p>\n<ol style=\"text-align: justify;\">\n<li style=\"text-align: justify;\"><strong>Motiv pierdere<\/strong> &#8211; alege un c\u00e2mp de tip dropdown \u00een care vei precompleta c\u00e2teva dintre cele mai comune motive pentru care po\u021bi pierde o oportunitate<\/li>\n<li style=\"text-align: justify;\"><strong>Detalii motiv pierdere &#8211;<\/strong> alege un c\u00e2mp de tip text lung, care te va ajuta s\u0103 detaliezi (acolo unde este cazul) motivul care a dus la pierderea acelei oportunit\u0103\u021bi<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58388\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-1-1024x492.png\" alt=\"\" width=\"1024\" height=\"492\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-1-1024x492.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-1-300x144.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-1-768x369.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-1-1536x738.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-1.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p style=\"text-align: justify;\">Po\u021bi g\u0103si detalii legate de ad\u0103ugarea de noi c\u00e2mpuri consult\u00e2nd <a href=\"..\/cum-incep-configurarea-minicrm\">pagina dedicat\u0103<\/a> (punctul 3) acestui subiect.<\/p>\n<h3 style=\"text-align: justify;\">Aplicabilitate<\/h3>\n<p style=\"text-align: justify;\">Acest filtru poate fi construit \u00een orice produs.<\/p>\n<h3 style=\"text-align: justify;\">Detalii de construc\u021bie<\/h3>\n<p style=\"text-align: justify;\">Pentru detalii generale legate de construc\u021bia unui filtru \u00een MiniCRM po\u021bi consulta\u00a0<a href=\"https:\/\/www.minicrm.ro\/help\/filtre\">pagina dedicat\u0103<\/a>.<\/p>\n<p style=\"text-align: justify;\">Pentru construc\u021bia filtrului vei avea nevoie de urm\u0103toarele condi\u021bii:<\/p>\n<p>Din prima categorie a condi\u021biilor de filtrare (indiferent de cum ai personalizat s\u0103 se numeasc\u0103 aceasta), caut\u0103 \u0219i selecteaz\u0103 c\u00e2mpul denumit anterior\u00a0<em>Motivul pierderii<\/em>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-58390\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-2-1.png\" alt=\"\" width=\"897\" height=\"744\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-2-1.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-2-1-300x249.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-2-1-768x637.png 768w\" sizes=\"auto, (max-width: 897px) 100vw, 897px\" \/><\/p>\n<p style=\"text-align: justify;\">Apoi, \u00een loc de\u00a0<strong><em>Egal cu<\/em> <\/strong>alege op\u021biunea <strong><em>Este completat<\/em><\/strong>. Aceast\u0103 op\u021biune va afi\u0219a doar cardurile pe care c\u00e2mpul respectiv este completat. La final apas\u0103 pe <strong>Salveaz\u0103<\/strong> pentru a confirma selec\u021bia.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58391\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-3.png\" alt=\"\" width=\"636\" height=\"550\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-3.png 636w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-3-300x259.png 300w\" sizes=\"auto, (max-width: 636px) 100vw, 636px\" \/><\/p>\n<h3 style=\"text-align: justify;\">Posibilit\u0103\u021bi de modificare<\/h3>\n<p style=\"text-align: justify;\">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. De exemplu, \u00ee\u021bi recomand\u0103m s\u0103 adaugi c\u00e2mpul <strong><em>Status<\/em><\/strong> \u0219i s\u0103 bifezi doar statusul (sau statusurile) de oportunitate pierdut\u0103. Po\u021bi ad\u0103uga \u00een plus c\u00e2mpul\u00a0<strong><em>De\u021bin\u0103tor<\/em><\/strong> pentru a identifica oportunit\u0103\u021bile pierdute de un anumit coleg. Sau, folosindu-te de c\u00e2mpul\u00a0<strong><em>Ultima actualizare a statusului<\/em><\/strong> po\u021bi filtra oportunit\u0103\u021bile pierdute \u00eentr-un anumit interval de timp.<\/p>\n<p style=\"text-align: justify;\">Totodat\u0103, activ\u00e2nd vederea tabelar\u0103 a filtrului po\u021bi vizualiza rapid datele legate de pierderea oportunit\u0103\u021bilor.<\/p>\n<p style=\"text-align: justify;\">Consult\u0103 <a href=\"..\/filtre\">pagina dedicat\u0103<\/a> pentru detalii legate de vederea tabelar\u0103 (sec\u021biunea <em>Vederea tabelar\u0103 a unui filtru<\/em>).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-58393\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-4-1-1024x477.png\" alt=\"\" width=\"1024\" height=\"477\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-4-1-1024x477.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-4-1-300x140.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-4-1-768x358.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-4-1-1536x715.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2020\/04\/Filtru-oportunitati-pierdute-4-1.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Scop Po\u021bi folosi acest filtru pentru a eviden\u021bia oportunit\u0103\u021bile pierdute dar mai ales pentru a eviden\u021bia motivul pentru care s-au pierdut. \u00cen acest fel, aceste oportunit\u0103ti pot fi targetate ulterior \u00een noi campanii de marketing. C\u00e2mpuri extra necesare \u00cen cazul \u00een care acestea nu exist\u0103 deja la tine \u00een sistem, adaug\u0103 urm\u0103toarele dou\u0103 c\u00e2mpuri: Motiv [&hellip;]<\/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-28056","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":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Filtru oportunit\u0103\u021bi pierdute - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Scop Po\u021bi folosi acest filtru pentru a eviden\u021bia oportunit\u0103\u021bile pierdute dar mai ales pentru a eviden\u021bia motivul pentru care s-au pierdut. \u00cen acest fel,\" \/>\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\/filtru-oportunitati-pierdute\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Filtru oportunit\u0103\u021bi pierdute - 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