{"id":4955,"date":"2025-07-22T19:43:00","date_gmt":"2025-07-22T19:43:00","guid":{"rendered":"https:\/\/facturacionlinea.com\/academia\/?p=4955"},"modified":"2025-07-23T18:23:57","modified_gmt":"2025-07-23T18:23:57","slug":"asignacion-staff","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=4955","title":{"rendered":"Asignaci\u00f3n de staff"},"content":{"rendered":"\n

La funci\u00f3n de Asignaci\u00f3n de Staff te permite asignar clientes o prospectos  a miembros espec\u00edficos de tu equipo,<\/strong> facilitando un seguimiento personalizado y una mejor administraci\u00f3n de cuentas clave que requieren atenci\u00f3n dedicada. <\/p>\n\n\n\n

\n\n\n\n

Asigna Clientes a Staff<\/strong><\/h3>\n\n\n\n
    \n
  1. Ingresa al men\u00fa Contactos > Clientes<\/strong>.<\/li>\n\n\n\n
  2. Da clic en la pesta\u00f1a Asignaci\u00f3n de Staff.<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    1. Localiza al cliente al cual le vas a asignar un colaborador.<\/li>\n\n\n\n
    2. Da clic en el listado y selecciona al colaborador indicado.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      \n\n\n\n

      Asigna Prospectos a Staff<\/strong><\/h3>\n\n\n\n
        \n
      1. Ingresa al men\u00fa Contactos > Prospectos.<\/strong><\/li>\n\n\n\n
      2. Da clic en la pesta\u00f1a Asignaci\u00f3n de Staff.<\/strong><\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. Localiza al prospecto al los cual les vas a asignar un colaborador<\/li>\n\n\n\n
        2. Da clic en el listado y selecciona al colaborador indicado. <\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          *Considera que para realizar esta acci\u00f3n es necesario que tu colaborador est\u00e9 dado de alta en tu cuenta. <\/em>Conoce m\u00e1s de c\u00f3mo agregar usuarios a tu cuenta.<\/em><\/a><\/p>\n\n\n\n

          Una vez terminado el proceso de asignaci\u00f3n, el miembro designado de tu equipo podr\u00e1 acceder a la informaci\u00f3n del cliente y gestionar toda la relaci\u00f3n comercial desde el apartado clientes o prospectos de su propia cuenta.
          <\/p>\n","protected":false},"excerpt":{"rendered":"

          La funci\u00f3n de Asignaci\u00f3n de Staff te permite asignar clientes o prospectos  a miembros espec\u00edficos de tu equipo, facilitando un seguimiento personalizado y una mejor administraci\u00f3n de cuentas clave que requieren atenci\u00f3n dedicada.  Asigna Clientes a Staff Asigna Prospectos a Staff *Considera que para realizar esta acci\u00f3n es necesario que tu colaborador est\u00e9 dado de alta en tu cuenta. Conoce m\u00e1s de c\u00f3mo agregar usuarios a tu cuenta. Una vez terminado el proceso de asignaci\u00f3n, el miembro designado de tu equipo podr\u00e1 acceder a la informaci\u00f3n del cliente y gestionar toda la relaci\u00f3n comercial desde el apartado clientes o prospectos de su propia cuenta.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,44],"tags":[30],"class_list":["post-4955","post","type-post","status-publish","format-standard","hentry","category-academia","category-contactos","tag-facil"],"aioseo_notices":[],"yoast_head":"\nAsignaci\u00f3n de staff - Academia<\/title>\n<meta name=\"description\" content=\"Configura la asignaci\u00f3n de staff a clientes en docDigitales para optimizar la atenci\u00f3n y el seguimiento personalizado.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.docdigitales.com\/academy\/?p=4955\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asignaci\u00f3n de staff - 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