{"id":22470,"date":"2019-12-10T11:24:14","date_gmt":"2019-12-10T10:24:14","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=22470"},"modified":"2025-11-18T10:03:22","modified_gmt":"2025-11-18T09:03:22","slug":"raport-oportunitate-noua","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/raport-oportunitate-noua\/","title":{"rendered":"Raport Oportunitate Nou\u0103"},"content":{"rendered":"<div class=\"alert alert-danger\">Pentru a avea acces la acest raport trebuie s\u0103 ai drept de administrator sau de manager.<\/div>\n<p style=\"text-align: justify;\">Acest raport afi\u0219eaz\u0103 num\u0103rul de oportunit\u0103\u021bi generat \u00eentr-o anumit\u0103 perioad\u0103 \u0219i sunt \u00eemp\u0103r\u021bite \u00een func\u021bie de statusul actual (v\u00e2nzare \u00een curs, c\u00e2\u0219tigat\u0103, pierdut\u0103 sau blocat\u0103).<\/p>\n<p style=\"text-align: justify;\">Pentru a accesa raportul\u00a0<em>Oportunitate nou\u0103\u00a0<\/em>selecteaz\u0103 op\u021biunea\u00a0<em>Rapoarte<\/em> din produsul \u00een care te intereseaz\u0103 s\u0103 vizualizezi raportul (acest raport este comun pentru majoritatea produselor din sistem). D\u0103 apoi click pe numele raportului pentru a-l deschide.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-43190 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53.png\" alt=\"\" width=\"2856\" height=\"1426\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53-300x150.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53-1024x511.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53-768x383.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53-1536x767.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.55.53-2048x1023.png 2048w\" sizes=\"auto, (max-width: 2856px) 100vw, 2856px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">\n<p style=\"text-align: justify;\">Se va deschide raportul selectat iar \u00een pagina ap\u0103rut\u0103 po\u021bi filtra \u00een func\u021bie de data \u0219i utilizator.<\/p>\n<p style=\"text-align: justify;\">\n<p style=\"text-align: justify;\">\u00cen partea de jos a raportului vei g\u0103si reprezentarea tabelar\u0103 a datelor iar dac\u0103 se d\u0103 click pe o cifr\u0103 din tabel (diferit\u0103 de zero), sistemul va afi\u0219a oportunit\u0103\u021bile respective.<\/p>\n<h3 style=\"text-align: justify;\">Filtrarea raportului<\/h3>\n<p style=\"text-align: justify;\">Po\u021bi alege din filtrele prestabilite (ultimele 7, 30, 365 de zile), luna curent\u0103 sau cea trecut\u0103, tot timpul sau po\u021bi alege un interval personalizat \u00een func\u021bie de care s\u0103 \u00ee\u021bi fie afi\u0219ate datele.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-43199 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1.png\" alt=\"\" width=\"2870\" height=\"1420\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1-1024x507.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1-1536x760.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2022-10-20-at-17.59.00-1-2048x1013.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Apoi din lista de utilizatori po\u021bi selecta un anume utilizator sau pe to\u021bi.\u00a0 \u00cen final po\u021bi modifica\u00a0<em>Vederea<\/em> \u00een care s\u0103 fie afi\u0219at raportul \u0219i po\u021bi selecta din s\u0103pt\u0103m\u00e2nal, lunar sau trimestrial.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pentru a avea acces la acest raport trebuie s\u0103 ai drept de administrator sau de manager. Acest raport afi\u0219eaz\u0103 num\u0103rul de oportunit\u0103\u021bi generat \u00eentr-o anumit\u0103 perioad\u0103 \u0219i sunt \u00eemp\u0103r\u021bite \u00een func\u021bie de statusul actual (v\u00e2nzare \u00een curs, c\u00e2\u0219tigat\u0103, pierdut\u0103 sau blocat\u0103). Pentru a accesa raportul\u00a0Oportunitate nou\u0103\u00a0selecteaz\u0103 op\u021biunea\u00a0Rapoarte din produsul \u00een care te intereseaz\u0103 s\u0103 vizualizezi [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2565,2561],"tags":[1497],"class_list":["post-22470","post","type-post","status-publish","format-standard","hentry","category-rapoarte-implicite-ro","category-rapoarte-implicite-si-personalizate","tag-report-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Raport Oportunitate Nou\u0103 - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Pentru a avea acces la acest raport trebuie s\u0103 ai drept de administrator sau de manager. 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