{"id":8069,"date":"2025-07-04T17:55:09","date_gmt":"2025-07-04T17:55:09","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8069"},"modified":"2025-07-08T20:13:41","modified_gmt":"2025-07-08T20:13:41","slug":"exporta-tratos-archivo-excel","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8069","title":{"rendered":"Exporta tus tratos a un archivo excel"},"content":{"rendered":"\n

Si necesitas trabajar tu informaci\u00f3n de tratos en una hoja de c\u00e1lculo, puedes exportar todo el listado en pocos pasos.<\/p>\n\n\n\n

    \n
  1. Ve a CRM > Embudo de ventas. <\/strong><\/li>\n\n\n\n
  2. Abre la pesta\u00f1a Tratos.<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    1. Desde el listado de tratos, ubica el panel superior de acciones.<\/strong><\/li>\n\n\n\n
    2. Da clic en Exportar Excel.<\/strong><\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
        \n
      1. El sistema descargar\u00e1<\/strong> autom\u00e1ticamente un archivo .xlsx<\/strong> con todos tus tratos registrados.<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

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

        Si necesitas trabajar tu informaci\u00f3n de tratos en una hoja de c\u00e1lculo, puedes exportar todo el listado en pocos pasos.<\/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-8069","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-tratos","tag-facil"],"aioseo_notices":[],"yoast_head":"\nExporta tus tratos a un archivo excel - 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=8069\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Exporta tus tratos a un archivo excel - Academia\" \/>\n<meta property=\"og:description\" content=\"Si necesitas trabajar tu informaci\u00f3n de tratos en una hoja de c\u00e1lculo, puedes exportar todo el listado en pocos pasos.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.docdigitales.com\/academy\/?p=8069\" \/>\n<meta property=\"og:site_name\" content=\"Academia\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-04T17:55:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-08T20:13:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-14.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=\"1 minuto\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8069\",\"url\":\"https:\/\/www.docdigitales.com\/academy\/?p=8069\",\"name\":\"Exporta tus tratos a un archivo excel - 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