{"id":726,"date":"2017-01-24T16:35:28","date_gmt":"2017-01-24T18:35:28","guid":{"rendered":"http:\/\/docs.procedo.com.br\/?p=726"},"modified":"2024-10-17T15:14:23","modified_gmt":"2024-10-17T18:14:23","slug":"grupo-de-cliente","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/configuracao-geral\/grupo-de-cliente\/","title":{"rendered":"Grupo de Cliente"},"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\">Atrav\u00e9s da rotina Grupo de Cliente podemos criar categorias e englobar os clientes no sistema.<\/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\">Como cadastrar?<\/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\/grupocli\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Grupo de Cliente&#8221;<\/a><\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2399526636b&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2399526636b\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"471\" 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\/2017\/01\/image-57-1024x471.png\" alt=\"Na aba Geral acesse Grupo de Cliente\" class=\"wp-image-2916\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-57-1024x471.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-57-300x138.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-57-768x353.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-57-1536x706.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-57-60x28.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-57-150x69.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-57.png 1810w\" 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;6a2399526678d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2399526678d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"327\" 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\/2017\/01\/image-59-1024x327.png\" alt=\"Preencha o formul\u00e1rio de cadastro\" class=\"wp-image-2918\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-59-1024x327.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-59-300x96.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-59-768x245.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-59-1536x490.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-59-60x19.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-59-150x48.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-59.png 1804w\" 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 o grupo.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Qtd. Ref. Banc\u00e1rias<\/strong>: Indique o n\u00famero de refer\u00eancias banc\u00e1rias que ser\u00e3o necess\u00e1rias para validar o cadastro de um contato deste grupo.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Qtd. Ref. Comerciais<\/strong>:<strong> <\/strong>Indique o n\u00famero de refer\u00eancias comerciais que ser\u00e3o necess\u00e1rias para validar o cadastro de um contato deste grupo.<\/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>Atrav\u00e9s da rotina Grupo de Cliente podemos criar categorias e englobar os clientes no sistema.<\/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":[210,209],"class_list":["post-726","post","type-post","status-publish","format-standard","hentry","category-configuracao-geral","tag-contato","tag-grupo-de-cliente"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/726","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=726"}],"version-history":[{"count":4,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/726\/revisions"}],"predecessor-version":[{"id":3067,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/726\/revisions\/3067"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=726"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=726"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}