{"id":3182,"date":"2024-11-19T16:20:48","date_gmt":"2024-11-19T19:20:48","guid":{"rendered":"https:\/\/docs.procedo.com.br\/easy360\/?p=3182"},"modified":"2024-11-19T16:21:50","modified_gmt":"2024-11-19T19:21:50","slug":"utilizando-processo-de-vendas-na-oportunidade","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/oportunidade\/utilizando-processo-de-vendas-na-oportunidade\/","title":{"rendered":"Utilizando Processo de Vendas na Oportunidade"},"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\">Durante o andamento da Oportunidade ela ir\u00e1 passar por diversos &#8220;Processos de Vendas&#8221;, onde em cada processo h\u00e1 as atividades que precisam ser realizadas para que essa Oportunidade se concretize em um neg\u00f3cio fechado.\u00a0Esses Processos e Atividades s\u00e3o definidos em um\u00a0<strong><a href=\"https:\/\/docs.procedo.com.br\/easy360\/configuracao-comercial\/como-configurar-um-processo-de-venda\/\" target=\"_blank\" rel=\"noreferrer noopener\">Processo de Venda<\/a><\/strong>\u00a0que ser\u00e1 adicionado na Oportunidade.<\/p>\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\">Como alterar para o pr\u00f3ximo Processo?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse uma <strong>&#8220;Oportunidade&#8221;<\/strong> cadastrada.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) O Processo atual da Oportunidade est\u00e1 marcado na cor &#8220;Azul&#8221;. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3) Para alterar o Processo basta clicar em outro Processo que est\u00e1 na cor &#8220;Cinza&#8221;.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a23843cb62e9&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a23843cb62e9\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"162\" 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\/11\/image-3-1024x162.png\" alt=\"Processo de vendas - \" class=\"wp-image-3185\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-3-1024x162.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-3-300x47.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-3-768x121.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-3-1536x242.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-3-60x9.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-3-150x24.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-3.png 1647w\" 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\">4) Para cada altera\u00e7\u00e3o uma mensagem ser\u00e1 enviada. Clique em &#8220;Sim&#8221; para alterar e &#8220;N\u00e3o&#8221; para continuar no Processo atual.<\/p>\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-09a4fe31d725eff69af30846e3309ef1 wp-block-paragraph\"><strong>ATEN\u00c7\u00c3O:<\/strong> Se o Processo de Vendas possuir atividades obrigat\u00f3rias, o usu\u00e1rio n\u00e3o ter\u00e1 permiss\u00e3o de avan\u00e7ar. Para realizar o avan\u00e7o ser\u00e1 necess\u00e1rio finalizar a atividade obrigat\u00f3ria.<\/p>\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\">Como concluir uma Atividade do Processo?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse uma <strong>&#8220;Oportunidade&#8221;<\/strong> cadastrada.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Na aba <strong>&#8220;Atividades&#8221;<\/strong> est\u00e3o registradas todas as Atividades para este Processo de Vendas. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3) Marque a flag para concluir a Atividade. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a23843cb6d82&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a23843cb6d82\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"659\" height=\"201\" 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\/11\/image-4.png\" alt=\"Atividade finalizada\" class=\"wp-image-3188\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-4.png 659w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-4-300x92.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-4-60x18.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/11\/image-4-150x46.png 150w\" sizes=\"auto, (max-width: 659px) 100vw, 659px\" \/><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=\"has-white-color has-cyan-bluish-gray-background-color has-text-color has-background has-link-color wp-elements-aaf09d74e79c4b39488ac5ecbf81a213 wp-block-paragraph\"><strong>ATEN\u00c7\u00c3O:<\/strong> Atividades obrigat\u00f3rias dever\u00e3o ser finalizadas para finalizar a etapa de um Processo de Vendas. <\/p>\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-061b500aabf1db5d6abb9d7b31511304 wp-block-paragraph\"><strong>ATEN\u00c7\u00c3O:<\/strong> Quando uma Atividade possuir Observa\u00e7\u00e3o, ser\u00e1 poss\u00edvel visualiz\u00e1-la ao clicar em OBS.<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Aprenda a finalizar Processos e Atividades da Oportunidade.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47],"tags":[266,265],"class_list":["post-3182","post","type-post","status-publish","format-standard","hentry","category-oportunidade","tag-atividades-da-oportunidade","tag-processo-de-venda-oportunidade"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/3182","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=3182"}],"version-history":[{"count":5,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/3182\/revisions"}],"predecessor-version":[{"id":3192,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/3182\/revisions\/3192"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=3182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=3182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=3182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}