{"id":8239,"date":"2025-07-14T16:25:54","date_gmt":"2025-07-14T16:25:54","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8239"},"modified":"2025-07-14T19:21:57","modified_gmt":"2025-07-14T19:21:57","slug":"busca-filtra-seguimientos","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8239","title":{"rendered":"Busca o filtra entre seguimientos"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">En el m\u00f3dulo de seguimientos de docDigitales puede<strong>s localizar informaci\u00f3n <\/strong>de forma r\u00e1pida<strong> utilizando las funciones de b\u00fasqueda o filtrado<\/strong>.&nbsp;<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Buscar un seguimiento<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Accede al men\u00fa lateral izquierdo y selecciona<strong> CRM &gt; Seguimientos.<\/strong><\/li>\n\n\n\n<li>Ingresa a la pesta\u00f1a <strong>Listado.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-2.webp\" alt=\"\" class=\"wp-image-8242\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-2-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-2-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-2-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Haz clic en el <strong>bot\u00f3n Buscar,<\/strong> ubicado en la parte superior de la lista.<\/li>\n\n\n\n<li>Se desplegar\u00e1 un formulario con los siguientes campos.<\/li>\n<\/ol>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><em><strong>*<\/strong>Ning\u00fan campo de b\u00fasqueda es obligatorio, puedes utilizar los que consideres necesarios.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-2.webp\" alt=\"\" class=\"wp-image-8243\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>T\u00edtulo: <\/strong>Ingresa el nombre que le asignaste al seguimiento al momento de crearlo.<\/li>\n\n\n\n<li><strong>Clave de seguimiento:<\/strong> Escribe la clave que se asign\u00f3 al momento de crear el seguimiento, cuenta con el siguiente formato \u201cSEG-XXX\u201d. La numeraci\u00f3n es consecutiva.<\/li>\n\n\n\n<li><strong>Cliente o Prospecto:<\/strong> Escribe el nombre del cliente o prospecto vinculado al seguimiento.<\/li>\n\n\n\n<li><strong>Tratos: <\/strong>Selecciona el Trato para consultar sus seguimientos. Solo es posible seleccionar un Trato.<\/li>\n\n\n\n<li><strong>Fecha de inicio:<\/strong> Consulta entre un rango de fechas del inicio del seguimiento.<\/li>\n\n\n\n<li><strong>Fecha de fin: <\/strong>Busca entre un rango de fechas del cierre o fin del seguimiento.<\/li>\n<\/ul>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Haz clic en <strong>Buscar<\/strong> para mostrar los resultados que coincidan con los criterios ingreados.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-1.webp\" alt=\"\" class=\"wp-image-8244\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-1-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-1-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-1-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><em><strong>Nota: <\/strong>Si deseas realizar una nueva b\u00fasqueda, utiliza el bot\u00f3n <\/em><strong><em>Limpiar campos,<\/em><\/strong><em> o selecciona<\/em><strong><em> Cancelar<\/em><\/strong><em> para salir del formulario<\/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\">Filtrar seguimientos<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Tambi\u00e9n puedes aplicar filtros para<strong> consultar \u00fanicamente los seguimientos que sean de tu inter\u00e9s.<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Accede al<strong> listado de Seguimientos.<\/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\/4-2x.webp\" alt=\"\" class=\"wp-image-8245\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4-2x.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4-2x-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4-2x-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4-2x-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>En el panel de b\u00fasqueda, localiza las <strong>opciones de filtrado.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-2.webp\" alt=\"\" class=\"wp-image-8246\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Selecciona los filtros necesarios<\/strong> para tu b\u00fasqueda.<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Asignado a: <\/strong>Te permite filtrar los seguimientos por uno o varios colaboradores asignados.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6.webp\" alt=\"\" class=\"wp-image-8247\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prioridad: <\/strong>Filtra por nivel de urgencia:\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<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-1.webp\" alt=\"\" class=\"wp-image-8248\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-1-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-1-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-1-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Estado:<\/strong> Selecciona el estado del seguimiento:\n<ul class=\"wp-block-list\">\n<li><strong>Pendiente<\/strong><\/li>\n\n\n\n<li><strong>En curso&nbsp;<\/strong><\/li>\n\n\n\n<li><strong>Finalizado<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8.webp\" alt=\"\" class=\"wp-image-8249\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Acci\u00f3n:<\/strong> Filtra por tipo de acci\u00f3n del seguimiento:\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<\/strong><\/li>\n\n\n\n<li><strong>Actividad<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"646\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/9-2x.webp\" alt=\"\" class=\"wp-image-8250\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/9-2x.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/9-2x-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/9-2x-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/9-2x-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Conforme vayas aplicando los filtros, el sistema actualizar\u00e1 el listado autom\u00e1ticamente para mostrarte los seguimientos correspondientes.<\/li>\n<\/ol>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong><em>Nota:<\/em><\/strong><em> Para reiniciar el filtrado de seguimientos es necesario que deselecciones los filtros o inicies sesi\u00f3n nuevamente.<\/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\">Consejos en la b\u00fasqueda de seguimientos<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Utiliza<strong> palabras clave<\/strong> en los campos de b\u00fasqueda para localizar el seguimiento con rapidez.<\/li>\n\n\n\n<li><strong>Combina filtros <\/strong>de prioridad con rangos de fechas para identificar seguimientos urgentes.<\/li>\n\n\n\n<li>Si tienes un alto volumen de seguimientos, haz revisiones peri\u00f3dicas para mantener <strong>actualizada toda la informaci\u00f3n.<\/strong><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>En el m\u00f3dulo de seguimientos de docDigitales puedes localizar informaci\u00f3n de forma r\u00e1pida utilizando las funciones de b\u00fasqueda o filtrado.&nbsp; Buscar un seguimiento *Ning\u00fan campo de b\u00fasqueda es obligatorio, puedes utilizar los que consideres necesarios. Nota: Si deseas realizar una nueva b\u00fasqueda, utiliza el bot\u00f3n Limpiar campos, o selecciona Cancelar para salir del formulario. Filtrar seguimientos Tambi\u00e9n puedes aplicar filtros para consultar \u00fanicamente los seguimientos que sean de tu inter\u00e9s. Nota: Para reiniciar el filtrado de seguimientos es necesario que deselecciones los filtros o inicies sesi\u00f3n nuevamente. Consejos en la b\u00fasqueda de seguimientos<\/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":[30],"class_list":["post-8239","post","type-post","status-publish","format-standard","hentry","category-academia","category-crm","category-seguimientos","tag-facil"],"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 seguimientos de docDigitales puedes localizar informaci\u00f3n de forma r\u00e1pida utilizando las funciones de b\u00fasqueda o filtrado. Buscar un seguimiento Accede al men\u00fa lateral izquierdo y selecciona CRM &gt; Seguimientos. Ingresa a la pesta\u00f1a Listado. Haz clic en el bot\u00f3n Buscar, ubicado en la parte superior de la lista. 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