{"id":7943,"date":"2025-07-03T23:45:06","date_gmt":"2025-07-03T23:45:06","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=7943"},"modified":"2025-07-08T19:02:38","modified_gmt":"2025-07-08T19:02:38","slug":"edita-organiza-elimina-etapas","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=7943","title":{"rendered":"Edita, organiza y elimina etapas"},"content":{"rendered":"\n

Edita una etapa de tu embudo de ventas<\/h3>\n\n\n\n
    \n
  1. En la vista principal del embudo de ventas, haz clic en el bot\u00f3n Editar Embudo,<\/strong> ubicado en la parte superior derecha.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    1. Dentro del modo de edici\u00f3n,<\/strong> podr\u00e1s ver que los nombres de las etapas se activan para que puedas modificarlos.<\/li>\n\n\n\n
    2. Haz clic sobre el nombre que deseas editar y escribe el nuevo que lo sustituye.<\/li>\n\n\n\n
    3. Para finalizar, haz clic en el bot\u00f3n Guardar<\/strong>.<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
      \n\n\n\n

      Reordena las etapas de tu embudo de ventas<\/h3>\n\n\n\n

      Si quieres organizar de manera distinta<\/strong> tu embudo de ventas, puedes reordenar las etapas como prefieras.<\/p>\n\n\n\n

        \n
      1. Ingresa al modo de edici\u00f3n <\/strong>del embudo de ventas. <\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. Arrastra la etapa <\/strong>sosteniendo el mouse hacia la izquierda o derecha, seg\u00fan el nuevo orden que necesites.<\/li>\n\n\n\n
        2. Suelta el mouse cuando la etapa est\u00e9 en la posici\u00f3n correcta o que deseas.<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
          \n\n\n\n

          Elimina una etapa del embudo de ventas<\/h3>\n\n\n\n

          Nota: <\/strong>Considera que al eliminar una etapa, tambi\u00e9n se eliminar\u00e1n permanentemente todos los tratos que contenga. Esta acci\u00f3n no se puede deshacer.<\/em><\/p>\n\n\n\n

            \n
          1. Accede a CRM > Embudo de ventas.<\/strong><\/li>\n\n\n\n
          2. Haz clic sobre el icono del l\u00e1piz con la leyenda Editar embudo.<\/strong><\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
              \n
            1. Se abrir\u00e1 la vista de edici\u00f3n. En la esquina inferior derecha de la etapa que deseas eliminar, haz clic en el \u00edcono de basurero con la leyenda Eliminar etapa.<\/strong><\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
                \n
              1. Ver\u00e1s un pop-up para confirmar la acci\u00f3n.\u00a0Recuerda que no es reversible a menos que decidas no guardar los cambios.\u00a0<\/em><\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n
                  \n
                1. Haz clic en Eliminar Etapa y sus Tratos.<\/strong><\/li>\n<\/ol>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n
                    \n
                  1. Si deseas descartar cambios, solo haz clic en Cancelar. <\/strong>Aparecer\u00e1 un mensaje para que confirmes la acci\u00f3n.<\/li>\n<\/ol>\n\n\n\n
                    \"\"<\/figure>\n\n\n\n
                    \n\n\n\n

                    Guarda o descarta los cambios<\/h3>\n\n\n\n
                      \n
                    1. Una vez que hayas realizado todas las modificaciones necesarias, haz clic en Guardar <\/strong>para aplicar los cambios. Ten en cuenta que una vez guardados, no ser\u00e1 posible revertirlos al estado anterior.<\/li>\n<\/ol>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n
                        \n
                      1. Si deseas descartar los cambios antes de que se apliquen definitivamente, da clic en Cancelar.<\/strong><\/li>\n<\/ol>\n\n\n\n
                        \"\"<\/figure>\n\n\n\n
                          \n
                        1. Se mostrar\u00e1 una ventana emergente. Haz clic en Descartar Cambios <\/strong>para revertir todas las modificaciones. <\/li>\n<\/ol>\n\n\n\n
                          \"\"<\/figure>\n\n\n\n
                            \n
                          1. Tu embudo de ventas quedar\u00e1 como antes de haber realizado las modificaciones.<\/li>\n<\/ol>\n\n\n\n

                            <\/p>\n","protected":false},"excerpt":{"rendered":"

                            Edita una etapa de tu embudo de ventas Reordena las etapas de tu embudo de ventas Si quieres organizar de manera distinta tu embudo de ventas, puedes reordenar las etapas como prefieras. Elimina una etapa del embudo de ventas Nota: Considera que al eliminar una etapa, tambi\u00e9n se eliminar\u00e1n permanentemente todos los tratos que contenga. Esta acci\u00f3n no se puede deshacer. Guarda o descarta los cambios<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,40,41],"tags":[30],"class_list":["post-7943","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-embudo-de-ventas","tag-facil"],"aioseo_notices":[],"yoast_head":"\nEdita, organiza y elimina etapas - Academia<\/title>\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=7943\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Edita, organiza y elimina etapas - Academia\" \/>\n<meta property=\"og:description\" content=\"Edita una etapa de tu embudo de ventas Reordena las etapas de tu embudo de ventas Si quieres organizar de manera distinta tu embudo de ventas, puedes reordenar las etapas como prefieras. 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