{"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<p class=\"wp-block-paragraph\">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<ol class=\"wp-block-list\">\n<li>Ve a <strong>CRM &gt; Embudo de ventas.&nbsp;<\/strong><\/li>\n\n\n\n<li>Abre la pesta\u00f1a <strong>Tratos.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1713\" height=\"962\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-14.webp\" alt=\"\" class=\"wp-image-8070\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-14.webp 1713w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-14-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-14-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-14-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-14-1536x863.webp 1536w\" sizes=\"(max-width: 1713px) 100vw, 1713px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Desde el listado de tratos, <strong>ubica el panel superior de acciones.<\/strong><\/li>\n\n\n\n<li>Da clic en <strong>Exportar Excel.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1713\" height=\"962\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-14.webp\" alt=\"\" class=\"wp-image-8072\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-14.webp 1713w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-14-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-14-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-14-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-14-1536x863.webp 1536w\" sizes=\"(max-width: 1713px) 100vw, 1713px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>El sistema<strong> descargar\u00e1<\/strong> autom\u00e1ticamente un <strong>archivo .xlsx<\/strong> con todos tus tratos registrados.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1713\" height=\"1117\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-11.webp\" alt=\"\" class=\"wp-image-8071\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-11.webp 1713w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-11-300x196.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-11-1024x668.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-11-768x501.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-11-1536x1002.webp 1536w\" sizes=\"(max-width: 1713px) 100vw, 1713px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"Si necesitas trabajar tu informaci\u00f3n de tratos en una hoja de c\u00e1lculo, puedes exportar todo el listado en pocos pasos. 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