{"id":55308,"date":"2024-11-14T11:31:32","date_gmt":"2024-11-14T10:31:32","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=55308"},"modified":"2025-11-18T12:22:28","modified_gmt":"2025-11-18T11:22:28","slug":"structura-minicrm","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/structura-minicrm\/","title":{"rendered":"Structura MiniCRM"},"content":{"rendered":"<h2>Produse<\/h2>\n<p>Sistemul MiniCRM este organizat \u00een <strong>Produse<\/strong>. Fiecare produs reprezint\u0103 o zon\u0103 de lucru pentru o echip\u0103, un departament sau un proces.<\/p>\n<p>De exemplu, produsul <strong>V\u00e2nz\u0103ri <\/strong>este locul unde este gestionat tot ce \u021bine de procesul de v\u00e2nz\u0103ri: datele clien\u021bilor, comunicarea cu ace\u0219tia, sarcinile ce trebuiesc realizate, etc.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58146 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/vedereprodus-1.png\" alt=\"\" width=\"1024\" height=\"529\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/vedereprodus-1.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/vedereprodus-1-300x155.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/vedereprodus-1-768x397.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2>Statusuri<\/h2>\n<p>Fiecare produs are \u00een dreapta statusurile, pa\u0219ii procesului ce este gestionat. Cu ajutorul acestora \u00ee\u021bi structurezi procesul pe care \u00eel gestionezi \u00een MiniCRM: care este ordinea cronologic\u0103 a pa\u0219ilor acestuia? Astfel, colegii t\u0103i \u0219tiu cu u\u0219urin\u021b\u0103 mereu care e urm\u0103toarea etap\u0103.<\/p>\n<p>Ele te ajut\u0103 \u0219i s\u0103 ai claritate asupra a ce se \u00eent\u00e2mpl\u0103 \u00een procesul t\u0103u: la c\u00e2\u021bi clien\u021bi trebuie s\u0103 fac follow-up, cine se afl\u0103 \u00een baza de date \u0219i trebuie contactat, ce facturi nu sunt pl\u0103tite, etc.<\/p>\n<p>Statusurile sunt grupate \u00een grupuri de statusuri. Acestea trec printr-o succesiune cronologic\u0103:<\/p>\n<ul>\n<li>inactivitate (ex. baza de date, facturi de emis, candidat, idei de proiect, etc. )<\/li>\n<li>\u00een curs (ex. trimitere\/follow-up ofert\u0103, factur\u0103 emis\u0103\/trimis\u0103, interviu\/trimitere ofert\u0103 salariu, proiect \u00een implementare, etc.)<\/li>\n<li>rezultat pozitiv (ex. v\u00e2nzare c\u00e2\u0219tigat\u0103, factur\u0103 pl\u0103tit\u0103, coleg angajat, proiect finalizat, etc.)<\/li>\n<li>rezultat negativ (ex. v\u00e2nzare pierdut\u0103, factur\u0103 stornat\u0103, candidat respins, proiect anulat, etc.)<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58147\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/pipeline.png\" alt=\"\" width=\"318\" height=\"768\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/pipeline.png 424w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/pipeline-124x300.png 124w\" sizes=\"auto, (max-width: 318px) 100vw, 318px\" \/><\/p>\n<h2>Carduri<\/h2>\n<p>Fiecare r\u00e2nd dintr-un produs reprezint\u0103 un elemente care trece prin statusurile produsului. \u00cen MiniCRM, termenul general pentru acestea este de <strong>carduri<\/strong>. De exemplu, \u00een produsul V\u00e2nz\u0103ri fiecare elemente reprezint\u0103 o v\u00e2nzare \u0219i este un card de v\u00e2nzare.<\/p>\n<p>Acestea sunt organizare \u00een ordine cronologic\u0103 \u00een func\u021bie de termenul urm\u0103toarei sarcini.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58148\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/carduri.png\" alt=\"\" width=\"698\" height=\"464\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/carduri.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/carduri-300x199.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/carduri-768x510.png 768w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/p>\n<p>Cardurile sunt locul unde se noteaz\u0103 informa\u021bii (despre v\u00e2nz\u0103ri, clien\u021bi, proiecte, etc) \u0219i unde se gestioneaz\u0103 sarcinile ce trebuiesc realizate pentru fiecare.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58149\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/card.png\" alt=\"\" width=\"690\" height=\"319\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/card.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/card-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/card-768x356.png 768w\" sizes=\"auto, (max-width: 690px) 100vw, 690px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Po\u021bi citi mai multe despre carduri \u0219i ce informa\u021bii con\u021bin aici: <a href=\"https:\/\/www.minicrm.ro\/help\/ce-sunt-cardurile\/\">https:\/\/www.minicrm.ro\/help\/ce-sunt-cardurile\/<\/a><\/p>\n<h2 style=\"text-align: justify;\">Vederea de azi<\/h2>\n<p>Fiecare utilizator are o zon\u0103 unde \u00ee\u0219i poate vedea sarcinile ce trebuie s\u0103 le realizeze, indiferent de produsul \u00een care se afl\u0103, numit\u0103 <strong>Vederea de azi. <\/strong>Po\u021bi consulta mai multe detalii despre aceasta pe<strong><a href=\"https:\/\/www.minicrm.ro\/help\/vederea-de-azi\/\">pagina dedicat\u0103<\/a>.\u00a0<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58121\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-1024x578.png\" alt=\"\" width=\"794\" height=\"448\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-1024x578.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-768x434.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-1536x867.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-2048x1156.png 2048w\" sizes=\"auto, (max-width: 794px) 100vw, 794px\" \/><\/p>\n<h4>Totaluri sarcini<\/h4>\n<p>\u00cen partea de sus se afl\u0103 un total de sarcini \u00eemp\u0103r\u021bit \u00een patru categorii: sarcini ce trebuiesc realizate azi, sarcini c\u0103rora le-a trecut termenul de realizare, sarcini \u00eenchise cu succes \u0219i sarcini am\u00e2nate pe o dat\u0103 viitoare.<\/p>\n<p>&nbsp;<\/p>\n<h4>Perioada afi\u0219at\u0103<\/h4>\n<p>Implicit, sistemul arat\u0103 sarcinile expirate \u0219i pe cele cu termenul \u00een ziua prezent\u0103. Perioad\u0103 afi\u0219at\u0103 poate fi modificat\u0103 prin intermediul celor dou\u0103 date ce se afl\u0103 in dreapta, deasupra sarcinilor (ex. pentru a vedea sarcinile pentru urm\u0103toarea s\u0103pt\u0103m\u00e2n\u0103).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58152\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/perioada-afisata.png\" alt=\"\" width=\"557\" height=\"440\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/perioada-afisata.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/perioada-afisata-300x237.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/perioada-afisata-768x608.png 768w\" sizes=\"auto, (max-width: 557px) 100vw, 557px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h4>Accesare rapid\u0103<\/h4>\n<p>\u00cen partea dreapt\u0103 se afl\u0103 o zon\u0103 pentru accesarea rapid\u0103 a unor zone din MiniCRM.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-55370\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/Captura-de-ecran-din-2024-11-14-la-13.23.10.png\" alt=\"\" width=\"280\" height=\"450\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/Captura-de-ecran-din-2024-11-14-la-13.23.10.png 566w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/11\/Captura-de-ecran-din-2024-11-14-la-13.23.10-187x300.png 187w\" sizes=\"auto, (max-width: 280px) 100vw, 280px\" \/><\/p>\n<p>La \u00eenceput \u00ee\u021bi recomand\u0103m \u00een special Activarea notific\u0103rilor \u0219i Sincronizarea calendarului.<\/p>\n<p>Filtrele favorite, Cardurile deschise recent \u0219i Wall of Progress sunt utile pentru a te ajuta s\u0103 \u00ee\u021bi gestionezi u\u0219or activittea.<\/p>\n<p>Mini Academia \u0219i documenta\u021bia noastr\u0103 Help te poate ajuta s\u0103 g\u0103se\u0219ti r\u0103spunsuri la \u00eentreb\u0103ri \u0219i solu\u021bii rapide iar pagina de MiniCRM Mobil are mai multe informa\u021bii specific despre aplica\u021bia noastr\u0103 mobil\u0103.<\/p>\n<p>Mai multe detalii po\u021bi g\u0103si <a href=\"https:\/\/www.minicrm.ro\/help\/vederea-de-azi\/#linkurirapide\">aici<\/a>.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Produse Sistemul MiniCRM este organizat \u00een Produse. Fiecare produs reprezint\u0103 o zon\u0103 de lucru pentru o echip\u0103, un departament sau un proces. De exemplu, produsul V\u00e2nz\u0103ri este locul unde este gestionat tot ce \u021bine de procesul de v\u00e2nz\u0103ri: datele clien\u021bilor, comunicarea cu ace\u0219tia, sarcinile ce trebuiesc realizate, etc. &nbsp; Statusuri Fiecare produs are \u00een dreapta [&hellip;]<\/p>\n","protected":false},"author":105,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2503],"tags":[2196,2190,2178,2220,2166,2172,2154,2148,1608,1779,2184,2160,2202,2142,2214,2208],"class_list":["post-55308","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-utilizatori","tag-card","tag-carduri","tag-elemente-produs","tag-lista-sarcini","tag-pasi","tag-proces","tag-proces-de-lucru","tag-produs","tag-produse","tag-sarcini","tag-sistem","tag-status","tag-statusuri","tag-structura-minicrm","tag-vedere-sarcini","tag-vederea-de-azi"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Structura MiniCRM - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Produse Sistemul MiniCRM este organizat \u00een Produse. 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