{"id":7989,"date":"2025-07-04T14:15:39","date_gmt":"2025-07-04T14:15:39","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=7989"},"modified":"2025-07-08T20:57:28","modified_gmt":"2025-07-08T20:57:28","slug":"mueve-tratos-otra-etapa-embudo-ventas","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=7989","title":{"rendered":"Mueve tratos a otra etapa de tu embudo"},"content":{"rendered":"\n<p>El embudo de ventas refleja el<strong> proceso que sigue un prospecto desde el primer contacto hasta convertirse en cliente<\/strong>. En tu cuenta puedes dar seguimiento a cada trato y <strong>moverlos f\u00e1cilmente entre etapas.<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Mueve un trato a otra etapa<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Desde el men\u00fa principal, da clic en <strong>CRM &gt; Embudo de ventas<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-6-1024x575.webp\" alt=\"\" class=\"wp-image-7990\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-6-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-6-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-6-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-6-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-6.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Se abrir\u00e1 la vista principal del embudo de ventas donde ver\u00e1s todos los tratos activos organizados por etapas.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-6-1024x576.webp\" alt=\"\" class=\"wp-image-7991\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-6-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-6-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-6-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-6-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-6.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Puedes<strong> mover los tratos de forma manual<\/strong>, utilizando la funci\u00f3n de arrastrar y soltar (drag and drop).&nbsp;<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Selecciona el trato <\/strong>que deseas mover con clic sostenido.<\/li>\n\n\n\n<li><strong>Arr\u00e1stralo hacia la etapa<\/strong> correspondiente en el embudo.<\/li>\n\n\n\n<li><strong>Su\u00e9ltalo <\/strong>en su nueva posici\u00f3n.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3.gif\" alt=\"\" class=\"wp-image-7992\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Reorganiza los tratos en la misma etapa<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Haz clic sostenido<\/strong> sobre el trato.<\/li>\n\n\n\n<li><strong>Arr\u00e1stralo hacia la posici\u00f3n<\/strong> deseada dentro de la misma etapa.<\/li>\n\n\n\n<li><strong>Su\u00e9ltalo <\/strong>donde quieres que este (puedes ordenarlos de acuerdo a su prioridad).<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4.gif\" alt=\"\" class=\"wp-image-7993\"\/><\/figure>\n\n\n\n<p>Con estas opciones puedes mantener siempre actualizado tu embudo de ventas y saber en qu\u00e9 etapa se encuentra cada trato.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>El embudo de ventas refleja el proceso que sigue un prospecto desde el primer contacto hasta convertirse en cliente. En tu cuenta puedes dar seguimiento a cada trato y moverlos f\u00e1cilmente entre etapas. Mueve un trato a otra etapa Reorganiza los tratos en la misma etapa Con estas opciones puedes mantener siempre actualizado tu embudo de ventas y saber en qu\u00e9 etapa se encuentra cada trato.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,40,42],"tags":[30],"class_list":["post-7989","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-tratos","tag-facil"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Mueve tratos a otra etapa de tu embudo - 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=7989\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mueve tratos a otra etapa de tu embudo - Academia\" \/>\n<meta property=\"og:description\" content=\"El embudo de ventas refleja el proceso que sigue un prospecto desde el primer contacto hasta convertirse en cliente. 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