{"id":2995,"date":"2024-10-16T17:00:13","date_gmt":"2024-10-16T20:00:13","guid":{"rendered":"https:\/\/docs.procedo.com.br\/easy360\/?p=2995"},"modified":"2024-12-16T09:49:32","modified_gmt":"2024-12-16T12:49:32","slug":"situacao-contato","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/configuracao-geral\/situacao-contato\/","title":{"rendered":"Como adicionar uma Situa\u00e7\u00e3o Contato Customizadas"},"content":{"rendered":"\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">Por padr\u00e3o o sistema possui 6 situa\u00e7\u00f5es para um contato. As situa\u00e7\u00f5es s\u00e3o:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contatado<\/strong><\/li>\n\n\n\n<li><strong>Contato Futuro<\/strong><\/li>\n\n\n\n<li><strong>Desativado<\/strong><\/li>\n\n\n\n<li><strong>Inativo<\/strong><\/li>\n\n\n\n<li><strong>Novo<\/strong><\/li>\n\n\n\n<li><strong>Qualificado<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Por\u00e9m, \u00e9 poss\u00edvel criar a situa\u00e7\u00e3o de um Contato de acordo com a necessidade da sua empresa. <\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Cadastrando uma Situa\u00e7\u00e3o Contato<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse <strong><a href=\"https:\/\/crm.easy360.ind.br\/painel\/configuracoes\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Configura\u00e7\u00f5es&#8221;<\/a><\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Na aba <strong>&#8220;Geral&#8221;<\/strong> acesse <strong><a href=\"https:\/\/crm.easy360.ind.br\/situacao_contato\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Situa\u00e7\u00e3o Contato&#8221;<\/a><\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2371982d72d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2371982d72d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"475\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7-1024x475.png\" alt=\"Na aba geral acesse Situa\u00e7\u00e3o Contato\" class=\"wp-image-2996\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7-1024x475.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7-300x139.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7-768x356.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7-1536x713.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7-60x28.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7-150x70.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-7.png 1823w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">3) Clique no bot\u00e3o <strong>&#8220;Novo Registro&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4) Preencha o formul\u00e1rio de cadastro e clique para <strong>Salvar<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2371982dd02&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2371982dd02\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"418\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9-1024x418.png\" alt=\"Preencha o formul\u00e1rio de cadastro e clique para salvar\" class=\"wp-image-2998\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9-1024x418.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9-300x122.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9-768x313.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9-1536x627.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9-60x24.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9-150x61.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/10\/image-9.png 1818w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Entenda os campos<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Nome:<\/strong> informe o nome para a situa\u00e7\u00e3o.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cor:<\/strong> defina a cor para essa situa\u00e7\u00e3o.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Impede a abertura de oportunidades<\/strong>:<strong> <\/strong>Impede a abertura de novas oportunidades caso o contato esteja nessa situa\u00e7\u00e3o.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pedir justificativa para alterar a situa\u00e7\u00e3o<\/strong>: Ao marcar essa flag ser\u00e1 obrigat\u00f3rio escrever uma justificativa para alterar a situa\u00e7\u00e3o.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Gerar nova tarefa<\/strong>: Gerar uma nova tarefa quando o contato for alterado para essa situa\u00e7\u00e3o.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Alterar situa\u00e7\u00e3o quando registrar hist\u00f3rico<\/strong>: Ao registrar um hist\u00f3rico a situa\u00e7\u00e3o do contato ser\u00e1 alterada automaticamente<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<p class=\"has-white-color has-cyan-bluish-gray-background-color has-text-color has-background has-link-color wp-elements-2df033efdd09a4ca609a319a285a5940 wp-block-paragraph\"><strong>ATEN\u00c7AO:<\/strong> As situa\u00e7\u00f5es criadas estar\u00e3o dispon\u00edveis no cadastro de Contatos. Somente ser\u00e1 poss\u00edvel selecionar uma situa\u00e7\u00e3o pr\u00e9viamente cadastrada nessa rotina. <\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Crie e edite as situa\u00e7\u00f5es dos contatos.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[261,242,241],"class_list":["post-2995","post","type-post","status-publish","format-standard","hentry","category-configuracao-geral","tag-customizada","tag-situacao","tag-situacao-contato"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/2995","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/comments?post=2995"}],"version-history":[{"count":6,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/2995\/revisions"}],"predecessor-version":[{"id":3270,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/2995\/revisions\/3270"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=2995"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=2995"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=2995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}