{"id":8024,"date":"2025-07-04T15:04:14","date_gmt":"2025-07-04T15:04:14","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8024"},"modified":"2025-07-08T21:00:53","modified_gmt":"2025-07-08T21:00:53","slug":"consulta-historial-movimientos-trato-desde-bitacora","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8024","title":{"rendered":"Consulta el historial de movimientos de un trato desde la bit\u00e1cora"},"content":{"rendered":"\n<p>La bit\u00e1cora dentro del CRM de docDigitales <strong>te ayuda a dar seguimiento puntual a cada cambio o acci\u00f3n realizada <\/strong>sobre un trato. Aqu\u00ed podr\u00e1s ver un <strong>historial detallado de todos los movimientos<\/strong> con hora y fecha desde la creaci\u00f3n del trato.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Ingresa al listado de tratos desde el m\u00f3dulo de <strong>CRM &gt; Embudo de ventas.<\/strong><\/li>\n\n\n\n<li>Haz clic en la pesta\u00f1a <strong>Tratos.<\/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\/01-9-1024x575.webp\" alt=\"\" class=\"wp-image-8025\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Cargar\u00e1 la pantalla con el listado de tratos existentes en el sistema.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-9-1024x575.webp\" alt=\"\" class=\"wp-image-8026\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-9-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-9-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-9-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-9-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-9.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>Da clic sobre el trato<\/strong> y se abrir\u00e1 una pantalla con todos los detalles en tiempo real.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-6-1024x575.webp\" alt=\"\" class=\"wp-image-8027\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-6-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-6-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-6-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-6-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-6.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Da clic en la pesta\u00f1a de<strong> bit\u00e1cora.<\/strong><\/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\/04-2.gif\" alt=\"\" class=\"wp-image-8028\"\/><\/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\">\u00bfQu\u00e9 puedes consultar dentro de la pesta\u00f1a de Bit\u00e1cora?<\/h3>\n\n\n\n<p class=\"background-blue\"><em><strong>Nota:<\/strong> Este apartado solo es de consulta. Aqu\u00ed podr\u00e1s ver todos los movimientos registrados con fecha y hora, organizados de forma cronol\u00f3gica: del m\u00e1s reciente al m\u00e1s antiguo.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"852\" height=\"1024\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-8-852x1024.webp\" alt=\"\" class=\"wp-image-8029\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-8-852x1024.webp 852w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-8-250x300.webp 250w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-8-768x923.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-8-1279x1536.webp 1279w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-8-1705x2048.webp 1705w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-8.webp 1713w\" sizes=\"(max-width: 852px) 100vw, 852px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Creaci\u00f3n del trato:<\/strong> Se muestra la fecha y hora en que fue creado el evento.<\/li>\n\n\n\n<li><strong>Asignaci\u00f3n de responsable:<\/strong> Cada vez que se asigne o reasigne a un vendedor, se registra de manera autom\u00e1tica.<\/li>\n\n\n\n<li><strong>Cambios de etapa:<\/strong> Cuando el trato avanza entre las distintas etapas de venta se registran los cambios. Tambi\u00e9n se indica qui\u00e9n realiz\u00f3 el cambio.<\/li>\n\n\n\n<li><strong>Relaci\u00f3n con documentos: <\/strong>Se muestra cuando el trato se vincula a una Cotizaci\u00f3n, Nota de Venta o Factura, as\u00ed como el usuario que gener\u00f3 el documento.<\/li>\n\n\n\n<li><strong>Conversi\u00f3n de documentos:<\/strong> Se muestra cuando una Cotizaci\u00f3n se convierte en Nota de Venta, o cuando una Cotizaci\u00f3n\/Nota de Venta se convierte en Factura.<\/li>\n\n\n\n<li><strong>Aceptaci\u00f3n de Cotizaci\u00f3n: <\/strong>Se registra cuando el cliente o prospecto acepta la Cotizaci\u00f3n.<\/li>\n\n\n\n<li><strong>Actualizaci\u00f3n de informaci\u00f3n: <\/strong>Cualquier cambio en T\u00edtulo, Descripci\u00f3n, Fecha de cierre, Prioridad, entre otros campos, se guarda en la bit\u00e1cora.<\/li>\n\n\n\n<li><strong>Resultado del trato: <\/strong>Si el trato se marca como Ganado, el evento se muestra en verde junto con el valor del trato. Si se marca como No Ganado, se mostrar\u00e1 en rojo indicando un trato perdido.<\/li>\n\n\n\n<li><strong>Reapertura de tratos:<\/strong> Si un trato marcado como Ganado o No Ganado se reabre, tambi\u00e9n se registra en el sistema.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>La bit\u00e1cora dentro del CRM de docDigitales te ayuda a dar seguimiento puntual a cada cambio o acci\u00f3n realizada sobre un trato. Aqu\u00ed podr\u00e1s ver un historial detallado de todos los movimientos con hora y fecha desde la creaci\u00f3n del trato. \u00bfQu\u00e9 puedes consultar dentro de la pesta\u00f1a de Bit\u00e1cora? Nota: Este apartado solo es de consulta. Aqu\u00ed podr\u00e1s ver todos los movimientos registrados con fecha y hora, organizados de forma cronol\u00f3gica: del m\u00e1s reciente al m\u00e1s antiguo.<\/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":[31],"class_list":["post-8024","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-tratos","tag-intermedio"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Consulta el historial de movimientos de un trato desde la bit\u00e1cora - 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=8024\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Consulta el historial de movimientos de un trato desde la bit\u00e1cora - Academia\" \/>\n<meta property=\"og:description\" content=\"La bit\u00e1cora dentro del CRM de docDigitales te ayuda a dar seguimiento puntual a cada cambio o acci\u00f3n realizada sobre un trato. Aqu\u00ed podr\u00e1s ver un historial detallado de todos los movimientos con hora y fecha desde la creaci\u00f3n del trato. \u00bfQu\u00e9 puedes consultar dentro de la pesta\u00f1a de Bit\u00e1cora? Nota: Este apartado solo es de consulta. Aqu\u00ed podr\u00e1s ver todos los movimientos registrados con fecha y hora, organizados de forma cronol\u00f3gica: del m\u00e1s reciente al m\u00e1s antiguo.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.docdigitales.com\/academy\/?p=8024\" \/>\n<meta property=\"og:site_name\" content=\"Academia\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-04T15:04:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-08T21:00:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1713\" \/>\n\t<meta property=\"og:image:height\" content=\"962\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Rub\u00e9n Mosqueda\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rub\u00e9n Mosqueda\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8024\",\"url\":\"https:\/\/www.docdigitales.com\/academy\/?p=8024\",\"name\":\"Consulta el historial de movimientos de un trato desde la bit\u00e1cora - Academia\",\"isPartOf\":{\"@id\":\"https:\/\/www.docdigitales.com\/academy\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8024#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8024#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9-1024x575.webp\",\"datePublished\":\"2025-07-04T15:04:14+00:00\",\"dateModified\":\"2025-07-08T21:00:53+00:00\",\"author\":{\"@id\":\"https:\/\/www.docdigitales.com\/academy\/#\/schema\/person\/d26c6c2a1d2c35e76076398db70927a0\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8024#breadcrumb\"},\"inLanguage\":\"es\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.docdigitales.com\/academy\/?p=8024\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8024#primaryimage\",\"url\":\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9.webp\",\"contentUrl\":\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9.webp\",\"width\":1713,\"height\":962},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8024#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Inicio\",\"item\":\"https:\/\/www.docdigitales.com\/academy\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Consulta el historial de movimientos de un trato desde la bit\u00e1cora\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/#website\",\"url\":\"https:\/\/www.docdigitales.com\/academy\/\",\"name\":\"Academia\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.docdigitales.com\/academy\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"es\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/#\/schema\/person\/d26c6c2a1d2c35e76076398db70927a0\",\"name\":\"Rub\u00e9n Mosqueda\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"es\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5867c256885856aaa16f75d5196b6865e67eeb621ccc4df0df6c0b66b765a77d?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5867c256885856aaa16f75d5196b6865e67eeb621ccc4df0df6c0b66b765a77d?s=96&d=mm&r=g\",\"caption\":\"Rub\u00e9n Mosqueda\"},\"url\":\"https:\/\/www.docdigitales.com\/academy\/?author=6\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Consulta el historial de movimientos de un trato desde la bit\u00e1cora - Academia","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.docdigitales.com\/academy\/?p=8024","og_locale":"es_MX","og_type":"article","og_title":"Consulta el historial de movimientos de un trato desde la bit\u00e1cora - Academia","og_description":"La bit\u00e1cora dentro del CRM de docDigitales te ayuda a dar seguimiento puntual a cada cambio o acci\u00f3n realizada sobre un trato. Aqu\u00ed podr\u00e1s ver un historial detallado de todos los movimientos con hora y fecha desde la creaci\u00f3n del trato. \u00bfQu\u00e9 puedes consultar dentro de la pesta\u00f1a de Bit\u00e1cora? Nota: Este apartado solo es de consulta. Aqu\u00ed podr\u00e1s ver todos los movimientos registrados con fecha y hora, organizados de forma cronol\u00f3gica: del m\u00e1s reciente al m\u00e1s antiguo.","og_url":"https:\/\/www.docdigitales.com\/academy\/?p=8024","og_site_name":"Academia","article_published_time":"2025-07-04T15:04:14+00:00","article_modified_time":"2025-07-08T21:00:53+00:00","og_image":[{"width":1713,"height":962,"url":"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9.webp","type":"image\/webp"}],"author":"Rub\u00e9n Mosqueda","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"Rub\u00e9n Mosqueda","Tiempo de lectura":"6 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.docdigitales.com\/academy\/?p=8024","url":"https:\/\/www.docdigitales.com\/academy\/?p=8024","name":"Consulta el historial de movimientos de un trato desde la bit\u00e1cora - Academia","isPartOf":{"@id":"https:\/\/www.docdigitales.com\/academy\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.docdigitales.com\/academy\/?p=8024#primaryimage"},"image":{"@id":"https:\/\/www.docdigitales.com\/academy\/?p=8024#primaryimage"},"thumbnailUrl":"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9-1024x575.webp","datePublished":"2025-07-04T15:04:14+00:00","dateModified":"2025-07-08T21:00:53+00:00","author":{"@id":"https:\/\/www.docdigitales.com\/academy\/#\/schema\/person\/d26c6c2a1d2c35e76076398db70927a0"},"breadcrumb":{"@id":"https:\/\/www.docdigitales.com\/academy\/?p=8024#breadcrumb"},"inLanguage":"es","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.docdigitales.com\/academy\/?p=8024"]}]},{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/www.docdigitales.com\/academy\/?p=8024#primaryimage","url":"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9.webp","contentUrl":"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-9.webp","width":1713,"height":962},{"@type":"BreadcrumbList","@id":"https:\/\/www.docdigitales.com\/academy\/?p=8024#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Inicio","item":"https:\/\/www.docdigitales.com\/academy"},{"@type":"ListItem","position":2,"name":"Consulta el historial de movimientos de un trato desde la bit\u00e1cora"}]},{"@type":"WebSite","@id":"https:\/\/www.docdigitales.com\/academy\/#website","url":"https:\/\/www.docdigitales.com\/academy\/","name":"Academia","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.docdigitales.com\/academy\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"es"},{"@type":"Person","@id":"https:\/\/www.docdigitales.com\/academy\/#\/schema\/person\/d26c6c2a1d2c35e76076398db70927a0","name":"Rub\u00e9n Mosqueda","image":{"@type":"ImageObject","inLanguage":"es","@id":"https:\/\/www.docdigitales.com\/academy\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/5867c256885856aaa16f75d5196b6865e67eeb621ccc4df0df6c0b66b765a77d?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/5867c256885856aaa16f75d5196b6865e67eeb621ccc4df0df6c0b66b765a77d?s=96&d=mm&r=g","caption":"Rub\u00e9n Mosqueda"},"url":"https:\/\/www.docdigitales.com\/academy\/?author=6"}]}},"_links":{"self":[{"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=\/wp\/v2\/posts\/8024","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8024"}],"version-history":[{"count":2,"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=\/wp\/v2\/posts\/8024\/revisions"}],"predecessor-version":[{"id":8189,"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=\/wp\/v2\/posts\/8024\/revisions\/8189"}],"wp:attachment":[{"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.docdigitales.com\/academy\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}