{"id":8057,"date":"2025-07-04T17:40:11","date_gmt":"2025-07-04T17:40:11","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8057"},"modified":"2025-07-09T16:54:39","modified_gmt":"2025-07-09T16:54:39","slug":"busca-filtra-entre-tratos-existentes","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8057","title":{"rendered":"Busca o filtra entre tus tratos existentes"},"content":{"rendered":"\n<p>Si tienes varios tratos registrados, puedes utilizar la funci\u00f3n de <strong>buscar o filtrar para ayudarte a encontrar f\u00e1cilmente los tratos<\/strong> que necesites consultar.<\/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\">Busca un trato en espec\u00edfico<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Desde el men\u00fa lateral izquierdo, entra al m\u00f3dulo de <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\/01-13-1024x575.webp\" alt=\"\" class=\"wp-image-8058\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-13-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-13-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-13-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-13-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-13.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Haz clic en la opci\u00f3n<strong> Buscar<\/strong>. Se abrir\u00e1 una lista <strong>desplegable<\/strong> con varios campos para iniciar la b\u00fasqueda (ning\u00fan campo es obligatorio).&nbsp;<\/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\/02-13-1024x575.webp\" alt=\"\" class=\"wp-image-8059\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-13-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-13-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-13-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-13-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-13.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Puedes buscar los tratos por distintos filtros:<\/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\/03-10-1024x575.webp\" alt=\"\" class=\"wp-image-8060\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-10-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-10-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-10-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-10-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-10.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Trato: <\/strong>Escribe el nombre del trato tal como lo escribiste al crearlo (en la medida en que vayas tecleando, aparecer\u00e1n los resultados que coincidan con la b\u00fasqueda).<\/li>\n\n\n\n<li><strong>Clave del trato: <\/strong>Es el conjunto de las siglas TR &#8211; XXX. Se asigna numeraci\u00f3n consecutiva en funci\u00f3n de la creaci\u00f3n de nuevos Tratos, por ejemplo TR &#8211; 001.<\/li>\n\n\n\n<li><strong>Cliente o prospecto:<\/strong> Busca por nombre del contacto para ver todos los tratos relacionados.<\/li>\n\n\n\n<li><strong>Valor previsto:<\/strong> Ingresa un rango de valor m\u00ednimo y m\u00e1ximo para encontrar tratos similares en monto.<\/li>\n\n\n\n<li><strong>Fecha probable de cierre: <\/strong>Filtra por el periodo de cierre estimado para ver tratos activos en ese lapso de tiempo.<\/li>\n<\/ul>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Una vez que hayas llenado los campos que prefieras, da clic en el bot\u00f3n <strong>Buscar.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"555\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-6-1024x555.webp\" alt=\"\" class=\"wp-image-8061\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-6-1024x555.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-6-300x163.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-6-768x416.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-6-1536x832.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-6.webp 1776w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue\"><em>*Si deseas realizar una nueva b\u00fasqueda, haz clic en <strong>Limpiar campos <\/strong>para reiniciar el formulario. Ten en cuenta que los filtros tambi\u00e9n se eliminar\u00e1n autom\u00e1ticamente al salir de esta pantalla, por lo que al volver a ingresar ver\u00e1s el listado sin ning\u00fan filtro aplicado.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-12-1024x575.webp\" alt=\"\" class=\"wp-image-8062\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-12-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-12-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-12-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-12-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-12.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/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\">Filtra tus tratos existentes<\/h3>\n\n\n\n<p>La funci\u00f3n filtrar te permite <strong>organizar la vista<\/strong> para enfocarte en los tratos seg\u00fan la persona asignada, prioridad o estado actual.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Ve a <strong>CRM &gt;Embudo de ventas.<\/strong><\/li>\n\n\n\n<li>Ingresa a la pesta\u00f1a de <strong>Tratos.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-9-1024x575.webp\" alt=\"\" class=\"wp-image-8063\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-9-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-9-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-9-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-9-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-9.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Aplica los filtros disponibles seg\u00fan tus necesidades:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Asignado a: <\/strong>La persona encargada del trato. Selecciona uno o varios usuarios para ver los tratos que tienen asignados.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-6-1024x575.webp\" alt=\"\" class=\"wp-image-8064\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-6-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-6-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-6-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-6-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-6.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prioridad:<\/strong> Seg\u00fan la importancia que tiene. Puedes seleccionar una o m\u00e1s entre las distintas opciones: sin prioridad, alta, media o baja.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-5-1024x575.webp\" alt=\"\" class=\"wp-image-8065\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-5-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-5-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-5-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-5-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-5.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Estado:<\/strong> Puedes ver el trato seg\u00fan el estado marcado en el sistema. Filtra por estado del trato: abierto, ganado o no ganado.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-5-1024x575.webp\" alt=\"\" class=\"wp-image-8066\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-5-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-5-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-5-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-5-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-5.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue\"><em><strong>Nota: <\/strong>Los filtros se mantendr\u00e1n activos mientras no los reinicies o cierres sesi\u00f3n.<\/em><\/p>\n\n\n\n<p>Una vez que hayas encontrado el trato que buscas, puedes hacer\u00a0 clic sobre \u00e9l y se desplegar\u00e1 una <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/consulta-detalles-trato\" target=\"_blank\" rel=\"noreferrer noopener\">vista con todos los detalles.<\/a><\/p>\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\/10-1.gif\" alt=\"\" class=\"wp-image-8067\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Si tienes varios tratos registrados, puedes utilizar la funci\u00f3n de buscar o filtrar para ayudarte a encontrar f\u00e1cilmente los tratos que necesites consultar. Busca un trato en espec\u00edfico *Si deseas realizar una nueva b\u00fasqueda, haz clic en Limpiar campos para reiniciar el formulario. Ten en cuenta que los filtros tambi\u00e9n se eliminar\u00e1n autom\u00e1ticamente al salir de esta pantalla, por lo que al volver a ingresar ver\u00e1s el listado sin ning\u00fan filtro aplicado. Filtra tus tratos existentes La funci\u00f3n filtrar te permite organizar la vista para enfocarte en los tratos seg\u00fan la persona asignada, prioridad o estado actual. Nota: Los filtros se mantendr\u00e1n activos mientras no los reinicies o cierres sesi\u00f3n. Una vez que hayas encontrado el trato que buscas, puedes hacer\u00a0 clic sobre \u00e9l y se desplegar\u00e1 una vista con todos los detalles.<\/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-8057","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>Busca o filtra entre tus tratos existentes - 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=8057\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Busca o filtra entre tus tratos existentes - Academia\" \/>\n<meta property=\"og:description\" content=\"Si tienes varios tratos registrados, puedes utilizar la funci\u00f3n de buscar o filtrar para ayudarte a encontrar f\u00e1cilmente los tratos que necesites consultar. Busca un trato en espec\u00edfico *Si deseas realizar una nueva b\u00fasqueda, haz clic en Limpiar campos para reiniciar el formulario. Ten en cuenta que los filtros tambi\u00e9n se eliminar\u00e1n autom\u00e1ticamente al salir de esta pantalla, por lo que al volver a ingresar ver\u00e1s el listado sin ning\u00fan filtro aplicado. Filtra tus tratos existentes La funci\u00f3n filtrar te permite organizar la vista para enfocarte en los tratos seg\u00fan la persona asignada, prioridad o estado actual. Nota: Los filtros se mantendr\u00e1n activos mientras no los reinicies o cierres sesi\u00f3n. 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