{"id":8252,"date":"2025-07-14T16:44:36","date_gmt":"2025-07-14T16:44:36","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8252"},"modified":"2025-08-11T21:00:24","modified_gmt":"2025-08-11T21:00:24","slug":"acciones-disponibles-seguimientos","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8252","title":{"rendered":"Acciones disponibles para seguimientos"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Con el calendario de Seguimientos de docDigitales puedes <strong>consultar, filtrar y gestionar todas las actividades programadas<\/strong> que te han sido asignadas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Si tienes un rol de l\u00edder en el equipo comercial, tambi\u00e9n podr\u00e1s <strong>visualizar y dar seguimiento a las actividades de todos los integrantes de tu equipo.<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Accede desde <strong>CRM &gt; Seguimientos.<\/strong><\/li>\n\n\n\n<li>Se abrir\u00e1 la pantalla del <strong>Calendario<\/strong> con distintas funcionalidades.<\/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-3.webp\" alt=\"\" class=\"wp-image-8254\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-3-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-3-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/1-2x-3-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><em><\/em>Calendario con seguimientos:&nbsp;<\/h4>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Visualiza el mes en curso con los Seguimientos agrupados por d\u00eda.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-3.webp\" alt=\"\" class=\"wp-image-8255\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-3-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-3-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/2-2x-3-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cada d\u00eda se muestran hasta tres seguimientos en vista previa. Si existen m\u00e1s seguimientos registrados aparecer\u00e1 la leyenda<strong> \u201c+ X seguimientos\u201d<\/strong>.<em> <\/em>Al hacer clic, se desplegar\u00e1 el listado completo.<\/li>\n<\/ul>\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-2.webp\" alt=\"\" class=\"wp-image-8256\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/3-2x-2-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cada Seguimiento cuenta con un \u00edcono y color espec\u00edfico para identificarlo:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"560\" height=\"288\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4-2x-1.webp\" alt=\"\" class=\"wp-image-8257\" style=\"object-fit:cover;width:280px;height:144px\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4-2x-1.webp 560w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/4-2x-1-300x154.webp 300w\" sizes=\"(max-width: 560px) 100vw, 560px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Para consultar el detalle completo del seguimiento, haz clic sobre \u00e9l y se abrir\u00e1 una nueva ventana con toda la informaci\u00f3n.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Panel de filtrado<\/h4>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Puedes <strong>aplicar distintos filtros<\/strong> para encontrar seguimientos espec\u00edficos. Los filtros se presentan en formato de lista de selecci\u00f3n, y puedes seleccionar tantos como sean necesarios.<\/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\/5-2x-3.webp\" alt=\"\" class=\"wp-image-8258\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-3-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-3-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/5-2x-3-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong><em>Nota:<\/em><\/strong><em> Tambi\u00e9n puedes realizar esta b\u00fasqueda directamente desde la pantalla de listado.<\/em><\/p>\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\/6-2x-1.webp\" alt=\"\" class=\"wp-image-8262\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6-2x-1-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6-2x-1-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/6-2x-1-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Fecha del calendario<\/h4>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Puedes <strong>desplazarte entre meses y a\u00f1os<\/strong> para consultar seguimientos anteriores o programados en el futuro. Utiliza el men\u00fa desplegable para<strong> seleccionar el mes o a\u00f1o deseado<\/strong> y el calendario se actualizar\u00e1 de manera autom\u00e1tica al mes o a\u00f1o asignado.<\/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\/7-2x-3.webp\" alt=\"\" class=\"wp-image-8263\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-3-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-3-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/7-2x-3-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Bot\u00f3n de Nuevo Seguimiento<\/h4>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Desde el calendario, puedes crear un nuevo seguimiento haciendo clic en el bot\u00f3n <strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/crea-nuevo-seguimiento\" target=\"_blank\" rel=\"noreferrer noopener\">+ Nuevo Seguimiento<\/a><\/strong>, ubicado en la parte superior derecha de la pantalla.<\/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\/8-2x-1.webp\" alt=\"\" class=\"wp-image-8264\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8-2x-1-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8-2x-1-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/8-2x-1-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Con el calendario de Seguimientos de docDigitales puedes consultar, filtrar y gestionar todas las actividades programadas que te han sido asignadas. Si tienes un rol de l\u00edder en el equipo comercial, tambi\u00e9n podr\u00e1s visualizar y dar seguimiento a las actividades de todos los integrantes de tu equipo. Calendario con seguimientos:&nbsp; Para consultar el detalle completo del seguimiento, haz clic sobre \u00e9l y se abrir\u00e1 una nueva ventana con toda la informaci\u00f3n. Panel de filtrado Nota: Tambi\u00e9n puedes realizar esta b\u00fasqueda directamente desde la pantalla de listado. Fecha del calendario Bot\u00f3n de Nuevo Seguimiento<\/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-8252","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=\"Con el calendario de Seguimientos de docDigitales puedes consultar, filtrar y gestionar todas las actividades programadas que te han sido asignadas. Si tienes un rol de l\u00edder en el equipo comercial, tambi\u00e9n podr\u00e1s visualizar y dar seguimiento a las actividades de todos los integrantes de tu equipo. Accede desde CRM &gt; Seguimientos. Se abrir\u00e1 la\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Rub\u00e9n Mosqueda\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.docdigitales.com\/academy\/?p=8252\" \/>\n\t\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.3\" \/>\n\t\t<meta property=\"og:locale\" content=\"es_MX\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Academia -\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Acciones disponibles para seguimientos - Academia\" \/>\n\t\t<meta property=\"og:description\" content=\"Con el calendario de Seguimientos de docDigitales puedes consultar, filtrar y gestionar todas las actividades programadas que te han sido asignadas. Si tienes un rol de l\u00edder en el equipo comercial, tambi\u00e9n podr\u00e1s visualizar y dar seguimiento a las actividades de todos los integrantes de tu equipo. Accede desde CRM &gt; Seguimientos. 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