{"id":908,"date":"2017-01-27T14:04:32","date_gmt":"2017-01-27T16:04:32","guid":{"rendered":"http:\/\/docs.procedo.com.br\/?p=908"},"modified":"2024-12-10T15:19:51","modified_gmt":"2024-12-10T18:19:51","slug":"o-que-e-origem","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/configuracao-geral\/o-que-e-origem\/","title":{"rendered":"Como realizar o cadastro de uma Origem"},"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\">No cadastro de um Contato \u00e9 poss\u00edvel marcar a <strong>&#8220;Origem&#8221;<\/strong>, que pode ser utilizada para mensurar qual canal tem trazido mais resultados com rela\u00e7\u00e3o \u00e0 capta\u00e7\u00e3o dos Contatos.<\/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\">Cadastrando uma Origem<\/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>&#8220;Origem&#8221;<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a235ea1dc4f1&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a235ea1dc4f1\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" 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-69-1024x472.png\" alt=\"Na aba geral acesse origem\" class=\"wp-image-2940\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-69-1024x472.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-69-300x138.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-69-768x354.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-69-1536x708.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-69-60x28.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-69-150x69.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-69.png 1802w\" 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 (Nome, Ativa) e clique para <strong>Salvar<\/strong>.<\/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\">Entenda os campos<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Nome:<\/strong> informe o nome da Origem. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Ativa:<\/strong> quando marcada permite que a origem seja adicionada na cria\u00e7\u00e3o de um contato. <\/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\">Cadastro atrav\u00e9s do formul\u00e1rio de Contato<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c9 poss\u00edvel cadastrar uma Origem direto pelo formul\u00e1rio de um Contato. Isso pode ser feito em novos contatos ou na edi\u00e7\u00e3o de cadastros de Contatos j\u00e1 existentes no sistema. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse o formul\u00e1rio de cadastro de um <strong>&#8220;Contato&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Procure pelo campo <strong>&#8220;Origem&#8221;<\/strong> e clique no bot\u00e3o <strong>&#8220;+&#8221;<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a235ea1dd096&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a235ea1dd096\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"519\" 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-72-1024x519.png\" alt=\"Procure pelo campo Origem e clique no bot\u00e3o +\" class=\"wp-image-2944\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-72-1024x519.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-72-300x152.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-72-768x389.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-72-1536x779.png 1536w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-72-60x30.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-72-150x76.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-72.png 1785w\" 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) No modal que ser\u00e1 aberto informe a descri\u00e7\u00e3o para o origem e clique para <strong>Salvar<\/strong>. <\/p>\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-ea2217bbcea225de19e2598d815a6f7f wp-block-paragraph\"><strong>ATEN\u00c7\u00c3O:<\/strong> uma Origem criada atrav\u00e9s de um Contato ser\u00e3o automaticamente cadastrada como <strong>&#8220;Ativa&#8221;<\/strong> no sistema.<\/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>No cadastro de um Contato \u00e9 poss\u00edvel marcar a &#8220;Origem&#8221;, que pode ser utilizada para mensurar qual canal tem trazido mais resultados com rela\u00e7\u00e3o \u00e0 capta\u00e7\u00e3o 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":[219,218,220],"class_list":["post-908","post","type-post","status-publish","format-standard","hentry","category-configuracao-geral","tag-cadastro-de-origem","tag-origem","tag-origem-em-contato"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/908","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=908"}],"version-history":[{"count":12,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/908\/revisions"}],"predecessor-version":[{"id":3261,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/908\/revisions\/3261"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=908"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=908"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}