{"id":428,"date":"2022-09-20T16:42:51","date_gmt":"2022-09-20T16:42:51","guid":{"rendered":"https:\/\/kb.axialcrm.com\/?p=428"},"modified":"2022-11-24T15:29:44","modified_gmt":"2022-11-24T15:29:44","slug":"menu-de-inicio-home","status":"publish","type":"post","link":"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/20\/menu-de-inicio-home\/","title":{"rendered":"Men\u00fa de Inicio – Home"},"content":{"rendered":"
\n
\"\"<\/figure>\n<\/div>\n\n\n

julio de 2022<\/strong><\/p>\n\n\n\n

CONTENIDO<\/strong><\/p>\n\n\n\n

Men\u00fa de Inicio de un CRM<\/h1>\n\n\n\n

El Men\u00fa de Inicio – Home <\/strong>es la primera pantalla de su CRM, le permite tener pre-configurada toda la informaci\u00f3n de sus empresas en el sistema.. <\/p>\n\n\n\n

En la parte superior se muestra el recuadro de b\u00fasqueda, que sirve para buscar organizaciones, personas o n\u00fameros de tel\u00e9fono, cuando una parte del nombre, correo o n\u00famero de tel\u00e9fono se conoce. La b\u00fasqueda empieza al rellenar alg\u00fan o valor y nos dar\u00e1 todas las opciones de una forma r\u00e1pida y simple<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

Estas funciones le permiten encontrar organizaciones y personas r\u00e1pidamente, aunque solamente conozca una parte delnombre, correo o n\u00famero de tel\u00e9fono. Si, por ejemplo, quiere encontrar una persona por su correo s\u00f3lo hay que insertar ladirecci\u00f3n de correo en el recuadro de  b\u00fasqueda y hacer clic en Persona<\/strong>. Los resultados de la b\u00fasqueda se muestran en el recuadro llamado \u00daltimos resultados de b\u00fasqueda<\/strong>. A continuaci\u00f3n, se pueden comparar los resultados, elegir la organizaci\u00f3no persona correcta y seguir entrando en su registro haciendo clic.<\/p>\n\n\n\n

Desde el men\u00fa principal tiene acceso a las funciones principales del sistema AXIAL CRM:<\/p>\n\n\n\n

    \n
  • Actividades<\/li>\n<\/ul>\n\n\n\n
      \n
    • Organizaciones<\/li>\n<\/ul>\n\n\n\n
        \n
      • Oportunidades<\/li>\n<\/ul>\n\n\n\n
          \n
        • Ventas<\/li>\n<\/ul>\n\n\n\n
            \n
          • Calendario<\/li>\n<\/ul>\n\n\n\n
              \n
            • Informes<\/li>\n<\/ul>\n\n\n\n

              Desde la p\u00e1gina de inicio se puede personalizar las cajas que se visualizan en su Men\u00fa de Inicio de su sistema AXIAL CRM desde la configuraci\u00f3n personal del Usuario, haciendo clic en el icono Rueda de Engranaje <\/strong>en la p\u00e1gina  de Inicio.<\/p>\n\n\n\n

              Estos ajustes permiten a cada usuario configurar qu\u00e9 datos aparecen en su men\u00fa principal y en qu\u00e9 orden. Estos ajustes son l\u00f3gicos y son muy configurables para todas las entidades y cajas de las mismas que desea ver.<\/p>\n\n\n\n

              Si desea m\u00e1s informaci\u00f3n, puede leer m\u00e1s instrucciones en \u2018Ayuda y soporte\u2019<\/strong>.<\/p>\n\n\n\n

              Bot\u00f3n r\u00e1pido para \u201cA\u00f1adir\u201d datos <\/h1>\n\n\n\n

              Desde la p\u00e1gina de inicio puede hacer clic en el icono \u201cA\u00d1ADIR\u201d<\/strong>. Esto le permite crear datos manualmente pero de una manera muy simple y r\u00e1pida<\/p>\n\n\n\n

              Seleccione la funci\u00f3n de \u201cA\u00f1adir\u201d para crear una nueva Organizaci\u00f3n, Persona de contacto y\/o una actividad en su sistema de CRM, o incluso puede buscar una empresa ya existente en la base de datos de sus organizaciones y del mismo modo generar esa tarea\/actividad asociada o no a un contacto en una misma ventana emergente.<\/p>\n\n\n

              \n
              \"\"<\/figure>\n<\/div>\n\n\n

              Esta funci\u00f3n permite configurar los datos deseados a introducir desde el icono de configurar en la esquina superior derecha.<\/p>\n","protected":false},"excerpt":{"rendered":"

              Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-428","post","type-post","status-publish","format-standard","hentry","category-terminologia"],"yoast_head":"\nMen\u00fa de Inicio - Home - Axial CRM Knowledge Database<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/20\/menu-de-inicio-home\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Men\u00fa de Inicio - Home - Axial CRM Knowledge Database\" \/>\n<meta property=\"og:description\" content=\"Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/20\/menu-de-inicio-home\/\" \/>\n<meta property=\"og:site_name\" content=\"Axial CRM Knowledge Database\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-20T16:42:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-24T15:29:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1024x514.png\" \/>\n<meta name=\"author\" content=\"Michel Monserrate\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michel Monserrate\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/20\/menu-de-inicio-home\/\",\"url\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/20\/menu-de-inicio-home\/\",\"name\":\"Men\u00fa de Inicio - 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