{"id":8074,"date":"2025-07-04T18:13:15","date_gmt":"2025-07-04T18:13:15","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8074"},"modified":"2025-07-09T16:56:18","modified_gmt":"2025-07-09T16:56:18","slug":"crea-nuevo-seguimiento","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8074","title":{"rendered":"Crea un nuevo seguimiento"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">En el m\u00f3dulo de CRM de docDigitales puedes crear<strong> Nuevos Seguimientos<\/strong> para dar continuidad a las<strong> actividades relacionadas con un trato<\/strong>. Estos Seguimientos te permiten registrar tareas como <strong>reuniones, correos electr\u00f3nicos, llamadas o actividades generales.&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>No existe l\u00edmite de registros,<\/strong> por lo que puedes crear todos los seguimientos necesarios para un trato.<\/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\">Crea un Nuevo Seguimiento desde el calendario<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Ingresa al panel de <strong>Seguimientos<\/strong> desde <strong>CRM&gt; Seguimientos.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"602\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-15-1024x602.webp\" alt=\"\" class=\"wp-image-8075\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-15-1024x602.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-15-300x176.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-15-768x451.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-15-1536x903.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-15.webp 1863w\" 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 en formato de calendario. Haz clic en el bot\u00f3n <strong>+ Nuevo Seguimiento,<\/strong> ubicado en la parte superior de la pantalla.<\/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\/02-15-1024x575.webp\" alt=\"\" class=\"wp-image-8076\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-15-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-15-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-15-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-15-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-15.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Se desplegar\u00e1 el <strong>formulario de Nuevo Seguimiento<\/strong> donde deber\u00e1s de llenar los siguientes campos:&nbsp;<\/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\/03-12-1024x576.webp\" alt=\"\" class=\"wp-image-8077\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-12-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-12-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-12-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-12-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-12.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cliente o Prospecto: <\/strong>Campo de texto con b\u00fasqueda predictiva. Al escribir el nombre, el sistema mostrar\u00e1 coincidencias con los clientes o prospectos registrados. Si no existe el nombre, se crear\u00e1 un nuevo contacto.<\/li>\n<\/ul>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><em><strong>Nota: <\/strong>Al seleccionar un Cliente o Prospecto ya existente, el seguimiento quedar\u00e1 vinculado a este, y \u00fanicamente se mostrar\u00e1n los tratos que tenga relacionados.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>T\u00edtulo: <\/strong>Asigna un nombre al seguimiento con un m\u00e1ximo de 200 caracteres.<\/li>\n\n\n\n<li><strong>Acci\u00f3n:<\/strong> Selecciona entre el men\u00fa desplegable si se trata de:\n<ul class=\"wp-block-list\">\n<li><strong>Reuni\u00f3n.<\/strong><\/li>\n\n\n\n<li><strong>Llamada.&nbsp;<\/strong><\/li>\n\n\n\n<li><strong>Correo electr\u00f3nico.&nbsp;<\/strong><\/li>\n\n\n\n<li><strong>Actividad.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prioridad<\/strong>: Define el nivel de prioridad del Seguimiento seg\u00fan su urgencia. Las opciones del sistema son:\n<ul class=\"wp-block-list\">\n<li><strong>Sin prioridad.<\/strong><\/li>\n\n\n\n<li><strong>Alta.<\/strong><\/li>\n\n\n\n<li><strong>Media.<\/strong><\/li>\n\n\n\n<li><strong>Baja.&nbsp;<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-7-1024x576.webp\" alt=\"\" class=\"wp-image-8078\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-7-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-7-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-7-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-7-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-7.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fecha y hora de inicio: <\/strong>Indica la fecha y hora de inicio del Seguimiento. Las opciones de horario se muestran en intervalos de 15 minutos.<\/li>\n\n\n\n<li><strong>Fecha y hora de fin: <\/strong>Define la fecha y hora aproximadamente del t\u00e9rmino de la actividad. Este valor no puede ser anterior a la fecha de inicio.<\/li>\n\n\n\n<li><strong>Asignado a:<\/strong> Selecciona dentro de la lista al colaborador responsable del Seguimiento. Considera que este campo solo est\u00e1 disponible para usuarios con acceso completo al m\u00f3dulo de CRM.<\/li>\n\n\n\n<li><strong>Relacionado a Trato:<\/strong> Selecciona de la lista los tratos relacionados con el Cliente o Prospecto, el trato en cuesti\u00f3n. Tambi\u00e9n puedes agregar seguimientos a clientes sin necesidad de relacionarlos con un trato.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-13-1024x576.webp\" alt=\"\" class=\"wp-image-8079\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-13-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-13-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-13-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-13-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-13.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Descripci\u00f3n: <\/strong>Campo de texto libre para detallar informaci\u00f3n adicional necesaria, con un m\u00e1ximo de 1000 caracteres.<\/li>\n\n\n\n<li><strong>Link adicional:<\/strong> Agrega un enlace relacionado con el seguimiento, puede ser el URL de una reuni\u00f3n virtual o un documento con los detalles t\u00e9cnicos. Solo se permite registrar un enlace por seguimiento.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-10-1024x576.webp\" alt=\"\" class=\"wp-image-8080\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-10-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-10-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-10-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-10-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-10.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Completado el llenado del formulario dando clic en <strong>Guardar Seguimiento.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-7-1024x576.webp\" alt=\"\" class=\"wp-image-8081\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-7-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-7-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-7-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-7-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-7.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Al guardar, se mostrar\u00e1 una<strong> notificaci\u00f3n de confirmaci\u00f3n<\/strong> y ser\u00e1s redirigido autom\u00e1ticamente al listado, donde podr\u00e1s visualizar el <strong>nuevo seguimiento registrado.<\/strong> Adem\u00e1s, el evento se agregar\u00e1 al calendario de forma autom\u00e1tica.<\/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\/08-6-1024x575.webp\" alt=\"\" class=\"wp-image-8082\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-6-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-6-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-6-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-6-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-6.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\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\/09-6-1024x575.webp\" alt=\"\" class=\"wp-image-8083\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-6-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-6-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-6-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-6-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-6.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Si decides cancelar el registro, haz clic en <strong>Cancelar<\/strong> para descartar los cambios.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/10-4-1024x576.webp\" alt=\"\" class=\"wp-image-8084\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/10-4-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/10-4-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/10-4-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/10-4-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/10-4.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><em><strong>Nota:<\/strong> Puedes registrar seguimientos a clientes con los que ya hayas negociado anteriormente, incluso si no est\u00e1n vinculados a un trato activo. Esto aplica tanto para clientes frecuentes como para aquellos con quienes hayas cerrado acuerdos en el pasado.<\/em><\/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\">Agrega un Nuevo Seguimiento desde un trato&nbsp;<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Ingresa al detalle de Trato desde <strong>CRM &gt;Embudo de ventas.<\/strong><\/li>\n\n\n\n<li>Despu\u00e9s da clic en la pesta\u00f1a<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\/11-6-1024x575.webp\" alt=\"\" class=\"wp-image-8085\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/11-6-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/11-6-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/11-6-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/11-6-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/11-6.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Selecciona el Trato de tu inter\u00e9s. Puedes utilizar la funci\u00f3n <strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/busca-filtra-entre-tratos-existentes\" target=\"_blank\" rel=\"noreferrer noopener\">Buscar<\/a><\/strong> y dar clic sobre \u00e9l una vez que lo hayas localizado.<\/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\/12-2-1024x575.webp\" alt=\"\" class=\"wp-image-8086\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/12-2-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/12-2-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/12-2-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/12-2-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/12-2.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Ingresa al panel de <strong>Seguimientos<\/strong> dando clic en la pesta\u00f1a correspondiente.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/13-2-1024x576.webp\" alt=\"\" class=\"wp-image-8087\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/13-2-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/13-2-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/13-2-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/13-2-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/13-2.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>En el panel de acciones en la parte superior da clic en <strong>Agendar Seguimiento.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/14-1024x576.gif\" alt=\"\" class=\"wp-image-8088\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/14-1024x576.gif 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/14-300x169.gif 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/14-768x432.gif 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Se abrir\u00e1 una pesta\u00f1a para agregar un <strong>Nuevo Seguimiento<\/strong> con los datos del <strong>Cliente<\/strong> o <strong>Prospecto<\/strong> y <strong>Trato <\/strong>ya pre-cargados.<\/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\/15-1024x575.webp\" alt=\"\" class=\"wp-image-8089\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/15-1024x575.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/15-300x168.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/15-768x431.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/15-1536x863.webp 1536w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/15.webp 1713w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Completa los campos del formulario de Nuevo Seguimiento como en el caso anterior.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>En el m\u00f3dulo de CRM de docDigitales puedes crear Nuevos Seguimientos para dar continuidad a las actividades relacionadas con un trato. Estos Seguimientos te permiten registrar tareas como reuniones, correos electr\u00f3nicos, llamadas o actividades generales.&nbsp; No existe l\u00edmite de registros, por lo que puedes crear todos los seguimientos necesarios para un trato. Crea un Nuevo Seguimiento desde el calendario Nota: Al seleccionar un Cliente o Prospecto ya existente, el seguimiento quedar\u00e1 vinculado a este, y \u00fanicamente se mostrar\u00e1n los tratos que tenga relacionados. Nota: Puedes registrar seguimientos a clientes con los que ya hayas negociado anteriormente, incluso si no est\u00e1n vinculados a un trato activo. Esto aplica tanto para clientes frecuentes como para aquellos con quienes hayas cerrado acuerdos en el pasado. Agrega un Nuevo Seguimiento desde un trato&nbsp;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,40,43],"tags":[31],"class_list":["post-8074","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-seguimientos","tag-intermedio"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"En el m\u00f3dulo de CRM de docDigitales puedes crear Nuevos Seguimientos para dar continuidad a las actividades relacionadas con un trato. Estos Seguimientos te permiten registrar tareas como reuniones, correos electr\u00f3nicos, llamadas o actividades generales. No existe l\u00edmite de registros, por lo que puedes crear todos los seguimientos necesarios para un trato. 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