{"id":3055,"date":"2017-05-03T11:45:10","date_gmt":"2017-05-03T09:45:10","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3055"},"modified":"2017-11-23T10:47:06","modified_gmt":"2017-11-23T09:47:06","slug":"details-of-cards","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/details-of-cards\/","title":{"rendered":"Details of Cards"},"content":{"rendered":"<h3>It is obligatory to enter specific data when adding a new card:<\/h3>\n<ul>\n<li>Name of the card (in the top left-hand corner)<\/li>\n<li><a href=\"..\/what-does-status-mean\/\">Status of the card<\/a><\/li>\n<li>Owner of the card (on top of the middle column). Anyone can be an owner who has access to the <a href=\"..\/what-is-a-module-good-for\/\">term\u00e9ke<\/a>.<\/li>\n<\/ul>\n<p>Feel free to use the other <a href=\"..\/field-types\/\">fields<\/a> as well. The purpose is to store enough information on <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a> to manage sales and <a href=\"..\/how-can-i-automate-processes\/\">follow-up processes<\/a> efficiently. By doing this, your company can operate efficiently and you can avoid unnecessary administration by accessing every data you need when performing a <a href=\"..\/why-are-tasks-useful\/\">task<\/a>.<\/p>\n<p>It is recommended to use the Lead qualification, Sales steps and Is hot fields that are available in the new Sales <a href=\"..\/what-is-a-module-good-for\/\">term\u00e9ke<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It is obligatory to enter specific data when adding a new card: Name of the card (in the top left-hand corner) Status of the card Owner of the card (on top of the middle column). Anyone can be an owner who has access to the term\u00e9ke. Feel free to use the other fields as well. [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[407],"tags":[438,444,458,462,464,478,492],"class_list":["post-3055","post","type-post","status-publish","format-standard","hentry","category-more-customer-management","tag-field-en","tag-follow-up-sequence-en","tag-mass-email-en","tag-module-en","tag-project-en","tag-status-en","tag-todo-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Details of Cards - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"It is obligatory to enter specific data when adding a new card: Name of the card (in the top left-hand corner) Status of the card Owner of the card (on\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/details-of-cards\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Details of Cards - 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