{"id":35694,"date":"2021-09-22T13:30:55","date_gmt":"2021-09-22T11:30:55","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=35694"},"modified":"2026-03-25T16:39:09","modified_gmt":"2026-03-25T15:39:09","slug":"ajanlatok-letrehozasa","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/ajanlatok-letrehozasa\/","title":{"rendered":"Aj\u00e1nlat term\u00e9k"},"content":{"rendered":"<div>A MiniCRM Aj\u00e1nlat term\u00e9k\u00e9ben van lehet\u0151s\u00e9ged egyedi aj\u00e1nlatok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n \u00e9s az aj\u00e1nlatok egyedi k\u00f6vet\u00e9s\u00e9re a saj\u00e1t, egyedi folyamatod alapj\u00e1n. Ha nem akarod, hogy a kiadott aj\u00e1nlatok elkall\u00f3djanak, akkor mindenk\u00e9ppen aj\u00e1nlom a figyelmedbe ezt a term\u00e9ket.<\/div>\n<h3><\/h3>\n<h3>Tudj meg mindent az aj\u00e1nlatok elk\u00e9sz\u00edt\u00e9s\u00e9r\u0151l \u00e9s kik\u00fcld\u00e9s\u00e9r\u0151l ebb\u0151l a 8 r\u00e9szes vide\u00f3s k\u00e9pz\u00e9sb\u0151l:<\/h3>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?si=y_SV90DHq1MJher3&amp;list=PL0QMRW7IaEGLw6R96iYjST8Q7pYfcpct_\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<div>A t\u00e9m\u00e1ban felmer\u00fclt leggyakoribb k\u00e9rd\u00e9sek megold\u00e1s\u00e1r\u00f3l itt olvashatsz:<\/div>\n<div><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.minicrm.hu\/help\/csinos-ajanlatok-minicrm-bol-gyorsan\/\">Csinos aj\u00e1nlatok MiniCRM-b\u0151l GYORSAN<\/a><\/span><\/div>\n<div><\/div>\n<div class=\"alert alert-info\">\n<p><strong>Ezent\u00fal Te is tudsz felt\u00f6lteni egyedi f\u00e1jl t\u00edpus\u00fa sablonokat, amelyeket fel tudsz haszn\u00e1lni a dokumentum gener\u00e1l\u00e1s alapj\u00e1ul. De alap\u00e9rtelmezetten a term\u00e9k be\u00e1ll\u00edt\u00e1saiban az a sablon van kiv\u00e1lasztva, amivel eddig is lehetett aj\u00e1nlatot gener\u00e1lni.\u00a0<\/strong><\/p>\n<\/div>\n<div class=\"alert alert-danger\"><strong>Amennyiben szeretn\u00e9d a term\u00e9ket haszn\u00e1lni, a be\u00e1ll\u00edt\u00e1sokban az <em>El\u0151fizet\u00e9s<\/em> f\u00fcl\u00f6n kapcsold be a &#8220;<em>Sz\u00e1ml\u00e1z\u00e1s, \u00dczleti dokumentumok + K\u00e9szletnyilv\u00e1ntart\u00e1s<\/em>&#8221; term\u00e9ket.<\/strong><\/div>\n<div><\/div>\n<div>Ha alanyi ad\u00f3mentes vagy <a href=\"https:\/\/www.minicrm.hu\/help\/alanyi-adomentesseg-beallitasa\/\">IDE KATTINTVA<\/a> \u00e9rheted el a le\u00edr\u00e1st, az alanyi ad\u00f3mentess\u00e9g be\u00e1ll\u00edt\u00e1s\u00e1r\u00f3l.<\/div>\n<h2>Aj\u00e1nlat sablon l\u00e9trehoz\u00e1sa<\/h2>\n<h3>1. Az <em>Aj\u00e1nlat<\/em> term\u00e9k neve mellett tal\u00e1lhat\u00f3 h\u00e1romsz\u00f6gre kattintva v\u00e1laszd a <em>Sablonok<\/em> lehet\u0151s\u00e9get, majd kattints az <em>\u00daj sablon<\/em> &#8211; <em>\u00daj f\u00e1jl sablon<\/em> opci\u00f3ra<\/h3>\n<h4><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44726 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27.png\" alt=\"\" width=\"2880\" height=\"1416\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27-1024x503.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27-768x378.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27-1536x755.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.39.27-2048x1007.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/h4>\n<h3>2. Add meg a sablon nev\u00e9t, majd t\u00f6ltsd fel a felt\u00f6lteni k\u00edv\u00e1nt f\u00e1jlt a mez\u0151be kattintva.<\/h3>\n<p>A felt\u00f6lt\u00f6tt f\u00e1jl maxim\u00e1lis m\u00e9rete 10 MB \u00e9s t\u00edpusa: xHTML, ODT, ODS, DOCX \u00e9s XLSX lehet.<\/p>\n<div class=\"alert alert-info\">A linkre kattintva let\u00f6lthetsz egy minta sablont: <strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Aja\u0301nlat-template.docx.zip\">Aja\u0301nlat template.docx<\/a><\/span><\/strong><\/div>\n<address><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44729 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14.png\" alt=\"\" width=\"2880\" height=\"1416\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14-1024x503.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14-768x378.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14-1536x755.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.40.14-2048x1007.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/address>\n<address><b>Az aj\u00e1nlat sablonokban haszn\u00e1lhat\u00f3 v\u00e1ltoz\u00f3k\u00a0<\/b><span style=\"font-weight: 400;\">Az aj\u00e1nlat sablonokban v\u00e1ltoz\u00f3kat is haszn\u00e1lhatsz, amik k\u00f6nnyebb\u00e9 teszik a munk\u00e1d.<\/span><span style=\"font-weight: 400;\">Az aj\u00e1nlat sablon fel\u00e9p\u00edt\u00e9s\u00e9hez minden adatot tudsz haszn\u00e1lni, ami a rendszerben az adatlapokon is megtal\u00e1lhat\u00f3.<\/span><\/p>\n<div class=\"alert alert-info\"><span style=\"font-weight: 400;\">A <\/span><b>{d.<\/b><b>Offer<\/b><b>.V\u00e1ltoz\u00f3Neve} <\/b><span style=\"font-weight: 400;\">v\u00e1ltoz\u00f3t haszn\u00e1ld az \u00fcgyf\u00e9l, ki\u00e1ll\u00edt\u00f3 vagy m\u00e1s aj\u00e1nlattal kapcsolatos adatokhoz, a <\/span><b>{d.<\/b><b>Other<\/b><b>.Item<\/b><strong>s[i]<\/strong><b>.V\u00e1ltoz\u00f3Neve} <\/b><span style=\"font-weight: 400;\">v\u00e1ltoz\u00f3t pedig a term\u00e9kekhez vagy szolg\u00e1ltat\u00e1sokhoz haszn\u00e1lhatod. <\/span><span style=\"font-weight: 400;\">A term\u00e9kek felsorol\u00e1sakor a k\u00f6vetkez\u0151k\u00e9pp kell a v\u00e1ltoz\u00f3kat haszn\u00e1lni: az els\u0151 term\u00e9k eset\u00e9ben: d.Other.Items [i].Name. Ahhoz, hogy az \u00f6sszes tov\u00e1bbi term\u00e9k megjelenjen lejjebb, egy \u00faj sorban d.Other.Items [i + 1].Name form\u00e1ban is meg kell adnod a v\u00e1ltoz\u00f3t. (p\u00e9ldak\u00e9nt l\u00e1sd a fenti template minta sablont).<\/span><\/div>\n<p><span style=\"font-weight: 400;\">A haszn\u00e1lhat\u00f3 v\u00e1ltoz\u00f3k list\u00e1j\u00e1t itt tal\u00e1lod:<\/span><\/p>\n<\/address>\n<address><strong>\u00dcgyf\u00e9l v\u00e1ltoz\u00f3k:<\/strong><\/address>\n<address>\n<pre><b>CustomerName<\/b><span style=\"font-weight: 400;\"> =&gt; <\/span><span style=\"font-weight: 400;\">\u00dcgyf\u00e9l neve (kinek van ki\u00e1ll\u00edtva az aj\u00e1nlat)<\/span>\r\n<b>CustomerCounty<\/b><span style=\"font-weight: 400;\">' =&gt; \u00dcgyf\u00e9l megye\u00a0 <\/span>\r\n<b>CustomerPostalCode<\/b><span style=\"font-weight: 400;\"> =&gt; \u00dcgyf\u00e9l ir\u00e1ny\u00edt\u00f3sz\u00e1ma<\/span>\r\n<b>CustomerCity<\/b><span style=\"font-weight: 400;\"> =&gt; \u00dcgyf\u00e9l telep\u00fcl\u00e9se<\/span>\r\n<b>CustomerAddress<\/b><span style=\"font-weight: 400;\"> =&gt; \u00dcgyf\u00e9l c\u00edme<\/span>\r\n<b>CustomerAccountNumber<\/b><span style=\"font-weight: 400;\"> =&gt; \u00dcgyf\u00e9l banksz\u00e1mlasz\u00e1ma<\/span>\r\n<b>CustomerVatNumber<\/b><span style=\"font-weight: 400;\"> =&gt; \u00dcgyf\u00e9l ad\u00f3sz\u00e1ma<\/span>\r\n<b>CustomerEUVatNumber<\/b><span style=\"font-weight: 400;\">' =&gt; \u00dcgyf\u00e9l EU ad\u00f3sz\u00e1ma<\/span>\r\n<b>CustomerRegistrationNumber<\/b><span style=\"font-weight: 400;\"> =&gt; \u00dcgyf\u00e9l c\u00e9gjegyz\u00e9k sz\u00e1ma\r\n<\/span><\/pre>\n<p><strong>Ki\u00e1ll\u00edt\u00f3 v\u00e1ltoz\u00f3k:\u00a0<\/strong><\/p>\n<pre><b>VendorName<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 neve<\/span>\r\n<b>VendorPostalCode<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 ir\u00e1ny\u00edt\u00f3sz\u00e1ma<\/span>\r\n<b>VendorCity<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 telep\u00fcl\u00e9se<\/span>\r\n<b>VendorAddress<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 c\u00edme<\/span>\r\n<b>VendorIBAN<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 IBAN sz\u00e1ma<\/span>\r\n<b>VendorSWIFT<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 SWIFT k\u00f3dja<\/span>\r\n<b>VendorVatNumber<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 ad\u00f3sz\u00e1ma<\/span>\r\n<b>VendorEUVatNumber<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 EU ad\u00f3sz\u00e1ma<\/span>\r\n<b>VendorRegistrationNumber<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00f3 c\u00e9gjegyz\u00e9k sz\u00e1ma<\/span><\/pre>\n<p><strong>Aj\u00e1nlat v\u00e1ltoz\u00f3k:<br \/>\n<\/strong><\/p>\n<pre><b>Subject<\/b><span style=\"font-weight: 400;\"> =&gt; T\u00e1rgy mez\u0151 tartalma<\/span>\r\n<b>PaymentMethod<\/b><span style=\"font-weight: 400;\"> =&gt; Fizet\u00e9si m\u00f3d<\/span>\r\n<b>Issued<\/b><span style=\"font-weight: 400;\"> =&gt; Ki\u00e1ll\u00edt\u00e1s d\u00e1tuma<\/span>\r\n<b>CurrencyCode<\/b><span style=\"font-weight: 400;\"> =&gt; P\u00e9nznem<\/span>\r\n<b>ConversionRate<\/b><span style=\"font-weight: 400;\"> =&gt; \u00c1tv\u00e1lt\u00e1si \u00e1rfolyam <\/span>\r\n<b>AmountNet<\/b><span style=\"font-weight: 400;\"> =&gt; Nett\u00f3 \u00e9rt\u00e9k<\/span>\r\n<b>AmountVat<\/b><span style=\"font-weight: 400;\"> =&gt; \u00c1fa \u00e9rt\u00e9ke<\/span>\r\n<strong><b>Amount<\/b><span style=\"font-weight: 400;\"> =&gt; Brutt\u00f3 \u00e9rt\u00e9k<\/span>\r\n<\/strong><\/pre>\n<p><strong>Term\u00e9k\/szolg\u00e1ltat\u00e1s v\u00e1ltoz\u00f3k:<br \/>\n<\/strong><\/p>\n<pre><b>SKU<\/b><span style=\"font-weight: 400;\"> =&gt; Term\u00e9k k\u00f3dja<\/span>\r\n<b>EAN<\/b><span style=\"font-weight: 400;\"> =&gt; EAN sz\u00e1m<\/span>\r\n<b>Name<\/b><span style=\"font-weight: 400;\"> =&gt; Megnevez\u00e9s<\/span>\r\n<b>Description<\/b><span style=\"font-weight: 400;\"> =&gt; Le\u00edr\u00e1s<\/span>\r\n<b>PriceNet<\/b><span style=\"font-weight: 400;\"> =&gt; Nett\u00f3 \u00e1r<\/span>\r\n<b>VAT<\/b><span style=\"font-weight: 400;\"> =&gt; \u00c1fa \u00e9rt\u00e9ke<\/span>\r\n<b>Quantity<\/b><span style=\"font-weight: 400;\"> =&gt; Mennyis\u00e9g<\/span>\r\n<b>UnitName<\/b><span style=\"font-weight: 400;\"> =&gt; M\u00e9rt\u00e9kegys\u00e9g<\/span>\r\n<b>Price<\/b><span style=\"font-weight: 400;\"> =&gt; \u00c1r (nett\u00f3\/brutt\u00f3- rendszer be\u00e1ll\u00edt\u00e1st\u00f3l f\u00fcgg\u0151en)<\/span>\r\n<b>SumNet<\/b><span style=\"font-weight: 400;\"> =&gt; Nett\u00f3 \u00f6ssz\u00e9rt\u00e9k (\u00e1r x darabsz\u00e1m)<\/span>\r\n<b>SumVAT<\/b><span style=\"font-weight: 400;\"> =&gt; \u00c1fa \u00f6ssz\u00e9rt\u00e9k<\/span>\r\n<b>Sum<\/b><span style=\"font-weight: 400;\"> =&gt; V\u00e9g\u00f6sszeg<\/span>\r\n<b>Product_CurrencyCode<\/b><span style=\"font-weight: 400;\"> =&gt; Term\u00e9k p\u00e9nzneme<\/span><\/pre>\n<\/address>\n<div class=\"alert alert-danger\"><span style=\"color: inherit; font-family: inherit; font-size: 18px;\">A k\u00f6vetkez\u0151 l\u00e9p\u00e9shez adminisztr\u00e1tor jogosults\u00e1g sz\u00fcks\u00e9ges!<\/span><\/div>\n<h3>3. Az aj\u00e1nlat sablon elk\u00e9sz\u00edt\u00e9se ut\u00e1n a Term\u00e9k be\u00e1ll\u00edt\u00e1s oldal\u00e1n kiv\u00e1laszthatod, hogy melyik sablon legyen haszn\u00e1lva az aj\u00e1nlatok gener\u00e1l\u00e1sakor<\/h3>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44735 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03.png\" alt=\"\" width=\"2880\" height=\"1420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03-1024x505.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03-1536x757.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.43.03-2048x1010.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<div>\n<p>&nbsp;<\/p>\n<h2>Aj\u00e1nlat l\u00e9trehoz\u00e1sa<\/h2>\n<h3>1. Kattints az <em>\u00daj aj\u00e1nlat<\/em> lehet\u0151s\u00e9gre, majd v\u00e1laszd ki, hogy kinek szeretn\u00e9d az aj\u00e1nlatot ki\u00e1ll\u00edtani, majd kattints a <em>Hozz\u00e1ad\u00e1s<\/em> gombra<\/h3>\n<h4><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44738 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08.png\" alt=\"\" width=\"2880\" height=\"1422\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08-1536x758.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.08-2048x1011.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><br \/>\n2. Ezut\u00e1n tudod m\u00f3dos\u00edtani a vev\u0151 adatait \u00e9s hozz\u00e1adni a t\u00e9teleket k\u00e9zzel vagy t\u00f6megesen Excel t\u00e1bl\u00e1zatb\u00f3l<\/h4>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44741 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42.png\" alt=\"\" width=\"2880\" height=\"1422\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42-1536x758.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.44.42-2048x1011.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p>Dupl\u00e1n kattintva a l\u00e9trehozott aj\u00e1nlat nev\u00e9re, lehet\u0151s\u00e9ged van m\u00f3dos\u00edtani az aj\u00e1nlatok, valamint az ahhoz tartoz\u00f3 adatlapok neveit.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44744 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12.png\" alt=\"\" width=\"2880\" height=\"1420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12-1024x505.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12-1536x757.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.12-2048x1010.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<\/div>\n<div class=\"alert alert-danger\">Az aj\u00e1nlat ki\u00e1ll\u00edt\u00e1sa ut\u00e1n a st\u00e1tuszt manu\u00e1lisan vagy adatm\u00f3dos\u00edt\u00f3 link haszn\u00e1lata seg\u00edts\u00e9g\u00e9vel van lehet\u0151s\u00e9ged megv\u00e1ltoztatni (ki\u00e1ll\u00edtottra tenni).<\/div>\n<h2>Aj\u00e1nlat ki\u00e1ll\u00edt\u00e1sa sablonb\u00f3l.<\/h2>\n<p><span style=\"font-weight: 400;\">Az aj\u00e1nlat term\u00e9kekben lehet\u0151s\u00e9g van mostm\u00e1r a \u201cKi\u00e1ll\u00edt\u00e1s\u201d gomb melletti ny\u00edlra kattintva az aj\u00e1nlatot Sablonb\u00f3l ki\u00e1ll\u00edtani a \u201cKi\u00e1ll\u00edt\u00e1s sablonb\u00f3l\u201d gombra kattintva. Ez a funkci\u00f3 a t\u00e9teles term\u00e9kekben el\u00e9rhet\u0151 (kiv\u00e9ve sz\u00e1ml\u00e1z\u00e1sban).<\/span><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.20.52.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39402 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.20.52.png\" alt=\"\" width=\"1439\" height=\"712\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.20.52.png 1439w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.20.52-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.20.52-1024x507.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.20.52-768x380.png 768w\" sizes=\"auto, (max-width: 1439px) 100vw, 1439px\" \/><\/a><\/p>\n<p>Ezut\u00e1n a rendszer felaj\u00e1nlja, hogy kiv\u00e1laszd melyik aj\u00e1nlat sablonodat szeretn\u00e9d haszn\u00e1lni.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44747 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45.png\" alt=\"\" width=\"2880\" height=\"1420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45-1024x505.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45-1536x757.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-12-08-at-08.45.45-2048x1010.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/a><\/p>\n<p>A sablon kiv\u00e1laszt\u00e1sa ut\u00e1n a rendszer gener\u00e1l az aj\u00e1nlatr\u00f3l egy el\u0151n\u00e9zetet, ahonnan ak\u00e1r ki is lehet k\u00fcldeni az aj\u00e1nlatot az \u00fcgyf\u00e9lnek.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.56.17.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39414 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.56.17-e1670482218371.png\" alt=\"\" width=\"1213\" height=\"658\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.56.17-e1670482218371.png 1213w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.56.17-e1670482218371-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.56.17-e1670482218371-1024x555.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/09\/Screenshot-2022-04-14-at-14.56.17-e1670482218371-768x417.png 768w\" sizes=\"auto, (max-width: 1213px) 100vw, 1213px\" \/><\/a><\/p>\n<p>Az aj\u00e1nlatban a <strong>ki\u00e1ll\u00edt\u00e1s d\u00e1tuma<\/strong> ki\u00e1ll\u00edt\u00e1s el\u0151tt mindig az adott napra fog m\u00f3dosulni amikor megnyitjuk ezt. <strong>Akkor marad ez egy fix \u00e9rt\u00e9ken ha ki\u00e1ll\u00edt\u00e1sra ker\u00fclt el\u0151z\u0151leg<\/strong> \u00e9s ilyenkor csak akkor fog m\u00f3dosulni ez a d\u00e1tum ha \u00fajra r\u00e1kattintunk a &#8220;Ki\u00e1ll\u00edt\u00e1s&#8221; gombra.<\/p>\n<div class=\"alert alert-danger\">\n<p>Abban az esetben ha <strong>automatizmust szeretn\u00e9l l\u00e9trehozni az aj\u00e1nlat kik\u00fcld\u00e9s\u00e9re<\/strong> az &#8220;Aj\u00e1nlat Ki\u00e1ll\u00edt\u00e1s d\u00e1tuma&#8221; sz\u0171r\u0151 felt\u00e9tel mell\u00e9 <strong>vegy\u00e9l fel egy m\u00e1sik k\u00f6telez\u0151 felt\u00e9telt is<\/strong>, amellyel biztos\u00edtod ennek a helyes m\u0171k\u00f6d\u00e9s\u00e9t pl. st\u00e1tusz.<\/p>\n<\/div>\n<h3><span style=\"color: inherit; font-family: inherit;\">Adatm\u00f3dos\u00edt\u00f3 link haszn\u00e1lata a term\u00e9kben<\/span><\/h3>\n<div class=\"alert alert-danger\">Ahhoz, hogy adatm\u00f3dos\u00edt\u00f3 linket tudj haszn\u00e1lni a term\u00e9kben sz\u00fcks\u00e9ged van <strong><a href=\"https:\/\/www.minicrm.hu\/help\/minicrm-kiegeszitok\/#13\">Halad\u00f3 \u0171rlapok<\/a><\/strong> kieg\u00e9sz\u00edt\u0151 <a href=\"https:\/\/www.minicrm.hu\/help\/elofizetes-beallitasai\/\">el\u0151fizet\u00e9sre<\/a>.<\/div>\n<p>A term\u00e9kben van lehet\u0151s\u00e9ged haszn\u00e1lni az <a href=\"https:\/\/www.minicrm.hu\/help\/adatmodosito-link\/\">adatm\u00f3dos\u00edt\u00f3 linkek<\/a> ny\u00fajtotta el\u0151ny\u00f6ket, \u00edgy ebben a term\u00e9kben is tudod m\u00f3dos\u00edtani az adatlapi mez\u0151ket att\u00f3l f\u00fcgg\u0151en, hogy az \u00fcgyf\u00e9l mire kattintott a kik\u00fcld\u00f6tt \u00fczenetedben \u00e9s ezekre \u00e9p\u00edteni k\u00fcl\u00f6nb\u00f6z\u0151 folyamatokat.<br \/>\nAz aj\u00e1nlatok kik\u00fcld\u00e9s\u00e9hez haszn\u00e1lt <a href=\"https:\/\/www.minicrm.hu\/help\/sablonok-letrehozasa\/\">email sablonban<\/a> is tudsz ilyen linkeket elhelyezni, amely az \u00fcgyf\u00e9l visszajelz\u00e9se alapj\u00e1n v\u00e1ltoztatja a ki\u00e1ll\u00edtott aj\u00e1nlat st\u00e1tusz\u00e1t.<\/p>\n<p>Adatm\u00f3dos\u00edt\u00f3 link k\u00e9sz\u00edt\u00e9s\u00e9hez Adminisztr\u00e1tor jogosults\u00e1g vagy Jogosults\u00e1g+ b\u0151v\u00edtm\u00e9ny sz\u00fcks\u00e9ges.<\/p>\n<p>Az elk\u00e9sz\u00edtett adatm\u00f3dos\u00edt\u00f3 link m\u0171k\u00f6d\u00e9s\u00e9t tesztelni a k\u00f6vetkez\u0151k\u00e9ppen tudod:<\/p>\n<p>K\u00fcldd ki az emailt saj\u00e1t magadnak egy teszt adatlapon \u00e9s kattints a kapott linkre. Az aj\u00e1nlat adatlapon ellen\u0151rizd, hogy minden mez\u0151 a k\u00edv\u00e1nt \u00e9rt\u00e9kre \u00e1llt-e \u00e1t.<\/p>\n<p>&nbsp;<\/p>\n<div>\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=ZREOk-1lmCI\">https:\/\/www.youtube.com\/watch?v=ZREOk-1lmCI<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A MiniCRM Aj\u00e1nlat term\u00e9k\u00e9ben van lehet\u0151s\u00e9ged egyedi aj\u00e1nlatok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n \u00e9s az aj\u00e1nlatok egyedi k\u00f6vet\u00e9s\u00e9re a saj\u00e1t, egyedi folyamatod alapj\u00e1n. Ha nem akarod, hogy a kiadott aj\u00e1nlatok elkall\u00f3djanak, akkor mindenk\u00e9ppen aj\u00e1nlom a figyelmedbe ezt a term\u00e9ket. Tudj meg mindent az aj\u00e1nlatok elk\u00e9sz\u00edt\u00e9s\u00e9r\u0151l \u00e9s kik\u00fcld\u00e9s\u00e9r\u0151l ebb\u0151l a 8 r\u00e9szes vide\u00f3s k\u00e9pz\u00e9sb\u0151l: \ufeff A t\u00e9m\u00e1ban felmer\u00fclt [&hellip;]<\/p>\n","protected":false},"author":84,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[2408],"class_list":["post-35694","post","type-post","status-publish","format-standard","hentry","category-egyeb","tag-ajanlat"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Aj\u00e1nlat term\u00e9k - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A MiniCRM Aj\u00e1nlat term\u00e9k\u00e9ben van lehet\u0151s\u00e9ged egyedi aj\u00e1nlatok l\u00e9trehoz\u00e1s\u00e1ra sablonok alapj\u00e1n \u00e9s az aj\u00e1nlatok egyedi k\u00f6vet\u00e9s\u00e9re a saj\u00e1t, egyedi folyamatod\" \/>\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.hu\/help\/ajanlatok-letrehozasa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Aj\u00e1nlat term\u00e9k - 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