{"id":160,"date":"2021-01-08T16:42:19","date_gmt":"2021-01-08T20:42:19","guid":{"rendered":"https:\/\/tecgesco.com\/blog\/?p=160"},"modified":"2023-05-26T16:53:57","modified_gmt":"2023-05-26T20:53:57","slug":"transferindo-carteira-de-clientes-entre-vendedoresrepresentantes","status":"publish","type":"post","link":"https:\/\/tecgesco.com\/blog\/transferindo-carteira-de-clientes-entre-vendedoresrepresentantes\/","title":{"rendered":"Transferindo carteira de clientes entre vendedores(representantes)"},"content":{"rendered":"\n<p>Neste artigo, voc\u00ea ir\u00e1 aprender como transferir todos os clientes associados a um representante para o outro. Esse processo \u00e9 muito usado para quando \u00e1 troca de representantes.<\/p>\n\n\n\n<p>1\u00ba Passo &#8211; Acesse a tela Manuten\u00e7\u00e3o de Pessoas, localizada no menu Utilit\u00e1rios&gt;&gt;Manuten\u00e7\u00e3o de pessoas.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"532\" height=\"280\" src=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/image-9.png\" alt=\"\" class=\"wp-image-968\" srcset=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/image-9.png 532w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/image-9-300x158.png 300w\" sizes=\"auto, (max-width: 532px) 100vw, 532px\" \/><\/figure>\n\n\n\n<p>2\u00b0 Passo &#8211; Na tela que ser\u00e1 aberta, use o filtro representante, informe o c\u00f3digo do representante que possui a atual carteira de clientes e clique em Filtrar F7.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"235\" src=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_489ace79-1024x235.png\" alt=\"\" class=\"wp-image-1006\" srcset=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_489ace79-1024x235.png 1024w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_489ace79-300x69.png 300w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_489ace79-768x176.png 768w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_489ace79.png 1060w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3\u00ba Passo &#8211; Informe na parte inferior o novo representante ou seja quem est\u00e1 recebendo a carteira nova de clientes, conforme exemplo abaixo:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"678\" src=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c2656c-1024x678.png\" alt=\"\" class=\"wp-image-1029\" srcset=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c2656c-1024x678.png 1024w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c2656c-300x199.png 300w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c2656c-768x509.png 768w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c2656c.png 1061w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Obs: \u00c9 poss\u00edvel ainda marcar e desmarcar pessoas na grade, deixando a transfer\u00eancia de carteira mais precisa.<\/p>\n\n\n\n<p>4\u00ba Passo, clique no bot\u00e3o aplicar, na parte inferior esquerda da tela.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"678\" src=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c4f09b-1024x678.png\" alt=\"\" class=\"wp-image-1030\" srcset=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c4f09b-1024x678.png 1024w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c4f09b-300x199.png 300w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c4f09b-768x509.png 768w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c4f09b.png 1061w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Feito, observe que todos os clientes tiveram o representante alterado.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"341\" src=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c80230-1024x341.png\" alt=\"\" class=\"wp-image-1032\" srcset=\"https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c80230-1024x341.png 1024w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c80230-300x100.png 300w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c80230-768x256.png 768w, https:\/\/tecgesco.com\/blog\/wp-content\/uploads\/2023\/05\/Snag_48c80230.png 1125w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Neste artigo, voc\u00ea ir\u00e1 aprender como transferir todos os clientes associados a um representante para o outro. Esse processo \u00e9 muito usado para quando \u00e1 troca de representantes. 1\u00ba Passo &#8211; Acesse a tela Manuten\u00e7\u00e3o de Pessoas, localizada no menu Utilit\u00e1rios&gt;&gt;Manuten\u00e7\u00e3o de pessoas. 2\u00b0 Passo &#8211; Na tela que ser\u00e1 aberta, use o filtro representante, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2,4],"tags":[26,25],"class_list":["post-160","post","type-post","status-publish","format-standard","hentry","category-erp-basico","category-pessoas","tag-carteira-de-clientes","tag-representante"],"_links":{"self":[{"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/posts\/160","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/comments?post=160"}],"version-history":[{"count":4,"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/posts\/160\/revisions"}],"predecessor-version":[{"id":1033,"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/posts\/160\/revisions\/1033"}],"wp:attachment":[{"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/media?parent=160"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/categories?post=160"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tecgesco.com\/blog\/wp-json\/wp\/v2\/tags?post=160"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}