{"id":8308,"date":"2025-07-21T20:16:58","date_gmt":"2025-07-21T20:16:58","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8308"},"modified":"2025-08-11T20:46:53","modified_gmt":"2025-08-11T20:46:53","slug":"acciones-seccion-clientes","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8308","title":{"rendered":"Acciones de la secci\u00f3n de clientes"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Accede desde el men\u00fa lateral izquierdo <strong>Contactos &gt; Clientes.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">Se desplegar\u00e1 la pantalla de<strong> listado de clientes.<\/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\/01-2x-2.webp\" alt=\"\" class=\"wp-image-8451\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-2-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-2-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-2-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\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\"><strong>+ Nuevo Cliente&nbsp;<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">Permite agregar un nuevo cliente en el sistema. <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/agrega-nuevo-cliente\" target=\"_blank\" rel=\"noreferrer noopener\">Conoce m\u00e1s sobre c\u00f3mo registrar un cliente.<\/a><\/p>\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\/02-2x-2.webp\" alt=\"\" class=\"wp-image-8452\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-2-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-2-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-2-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\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\"><strong>Pesta\u00f1as de acciones<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Listado de Clientes:<\/strong> Te muestra el listado completo de tus clientes con su informaci\u00f3n b\u00e1sica. Si deseas ver la informaci\u00f3n completa de un registro, solo da clic sobre el nombre y se abrir\u00e1 la pantalla de <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/pantalla-detalles-cliente\" target=\"_blank\" rel=\"noreferrer noopener\">Detalle de Cliente.<\/a><\/li>\n\n\n\n<li class=\"has-small-font-size\"><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/asignacion-staff\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Asignaci\u00f3n de staff<\/strong><\/a><strong>:<\/strong> Dentro de esta pesta\u00f1a puedes asignar clientes a los distintos colaboradores de tu equipo.\u00a0<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/importa-exporta-clientes\" target=\"_blank\" rel=\"noreferrer noopener\">Importar Clientes:<\/a><\/strong> Si ya cuentas con una base de datos de clientes previa, puedes importarlos masivamente por medio de una plantilla de excel.<\/li>\n<\/ul>\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\/04-2x-1.webp\" alt=\"\" class=\"wp-image-8453\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-1-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-1-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-1-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\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\"><strong>Buscar<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">La funci\u00f3n de b\u00fasqueda en la parte superior permite encontrar clientes m\u00e1s r\u00e1pidamente.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Da clic en la opci\u00f3n <strong>Buscar.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">Se abrir\u00e1 un men\u00fa desplegable. Ingresa los criterios de b\u00fasqueda que consideres necesarios:\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Raz\u00f3n Social<\/strong>.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Nombre Comercial.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>RFC<\/strong>.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Contacto&nbsp;<\/strong>.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Tarifa. <\/strong>&nbsp;<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Asignado a.<\/strong><\/li>\n<\/ul>\n<\/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\/05-2x-3.webp\" alt=\"\" class=\"wp-image-8454\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-3.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-3-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-3-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-3-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Para realizar la b\u00fasqueda, haz clic en el bot\u00f3n <strong>Buscar<\/strong>. Se mostrar\u00e1n los resultados que coincidan con los campos de b\u00fasqueda.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Si deseas hacer una nueva b\u00fasqueda, haz clic en<strong> Limpiar Campos <\/strong>y repite el proceso anterior.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Para cerrar el panel de b\u00fasqueda haz clic en el bot\u00f3n <strong>Cancelar.<\/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\/06-2x-1.webp\" alt=\"\" class=\"wp-image-8455\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-1-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-1-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-1-768x434.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\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\"><strong>Panel de acciones administrativas<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">Desde esta secci\u00f3n puedes emitir distintos documentos administrativos para cualquier cliente que se encuentre en el listado.<\/p>\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\/07-2x-1.webp\" alt=\"\" class=\"wp-image-8457\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-1-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-1-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-1-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/importa-exporta-clientes\" target=\"_blank\" rel=\"noreferrer noopener\">Exportar Excel<\/a>: <\/strong>Exporta todo el listado de clientes convertido a un archivo de hoja de c\u00e1lculo en formato .xlsx<\/li>\n\n\n\n<li class=\"has-small-font-size\"><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/crea-elimina-tratos\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Nuevo Trato:<\/strong><\/a> Selecciona un cliente del listado y da clic en este bot\u00f3n para generar un Nuevo Trato.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/crea-nuevo-seguimiento\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Agendar Seguimiento:<\/strong> <\/a>Selecciona un cliente del listado y da clic en este bot\u00f3n para generar un Nuevo Seguimiento<\/li>\n\n\n\n<li class=\"has-small-font-size\"><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/crea-nueva-factura\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Nueva Factura: <\/strong><\/a>Selecciona un cliente del listado y da clic en este bot\u00f3n para generar una Nueva Factura relacionada con este cliente.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/genera-una-nota-de-venta\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Nueva Nota de Venta:<\/strong> <\/a>Selecciona un cliente del listado y da clic en este bot\u00f3n para generar una Nueva Nota de Venta relacionada con este cliente.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/edita-elimina-restaura-clientes\" target=\"_blank\" rel=\"noreferrer noopener\">Eliminar<\/a>:<\/strong> Si seleccionas a uno o varios clientes podr\u00e1s eliminarlos al dar clic en este bot\u00f3n.<\/li>\n<\/ul>\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\"><strong>Listado de clientes<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">Muestra el <strong>listado completo de los clientes<\/strong> que tienes registrados en el sistema, en conjunto con informaci\u00f3n b\u00e1sica y relevante.<\/p>\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\/08-2x-2.webp\" alt=\"\" class=\"wp-image-8458\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-2.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-2-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-2-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-2-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Cliente<\/strong>: Muestra la raz\u00f3n social de tu cliente.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>RFC: <\/strong>RFC de tu cliente.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Contacto: <\/strong>Nombre de la persona con la que mantienes la relaci\u00f3n comercial directamente.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Tarifa: <\/strong>Si asignaste alguna tarifa especial, se mostrar\u00e1 en este campo. En caso de que no tenga tarifa asignada aparecer\u00e1 un gui\u00f3n.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Asignado a: <\/strong>Nombre del colaborador de tu equipo asignado para llevar la relaci\u00f3n con este cliente.<\/li>\n<\/ul>\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\"><strong>Pesta\u00f1as de clientes activos y eliminados<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Activos: <\/strong>Clientes que tienes activos dentro del sistema y se muestran en la lista principal.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Eliminados:<\/strong> Clientes que has eliminado de tu lista principal.<\/li>\n<\/ul>\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\/09-2x-1.webp\" alt=\"\" class=\"wp-image-8459\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-1.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-1-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-1-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-1-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<p class=\"background-blue has-small-font-size\"><em>*Consulta nuestro manual de <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/edita-elimina-restaura-clientes\" target=\"_blank\" rel=\"noreferrer noopener\">gesti\u00f3n de clientes<\/a> para eliminar o recuperarlos.<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>+ Nuevo Cliente&nbsp; Permite agregar un nuevo cliente en el sistema. Conoce m\u00e1s sobre c\u00f3mo registrar un cliente. Pesta\u00f1as de acciones Buscar La funci\u00f3n de b\u00fasqueda en la parte superior permite encontrar clientes m\u00e1s r\u00e1pidamente. Panel de acciones administrativas Desde esta secci\u00f3n puedes emitir distintos documentos administrativos para cualquier cliente que se encuentre en el listado. Listado de clientes Muestra el listado completo de los clientes que tienes registrados en el sistema, en conjunto con informaci\u00f3n b\u00e1sica y relevante. Pesta\u00f1as de clientes activos y eliminados *Consulta nuestro manual de gesti\u00f3n de clientes para eliminar o recuperarlos.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,45,44],"tags":[30],"class_list":["post-8308","post","type-post","status-publish","format-standard","hentry","category-academia","category-clientes-contactos","category-contactos","tag-facil"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Acciones de la secci\u00f3n de clientes - 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=8308\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Acciones de la secci\u00f3n de clientes - Academia\" \/>\n<meta property=\"og:description\" content=\"+ Nuevo Cliente&nbsp; Permite agregar un nuevo cliente en el sistema. Conoce m\u00e1s sobre c\u00f3mo registrar un cliente. Pesta\u00f1as de acciones Buscar La funci\u00f3n de b\u00fasqueda en la parte superior permite encontrar clientes m\u00e1s r\u00e1pidamente. Panel de acciones administrativas Desde esta secci\u00f3n puedes emitir distintos documentos administrativos para cualquier cliente que se encuentre en el listado. Listado de clientes Muestra el listado completo de los clientes que tienes registrados en el sistema, en conjunto con informaci\u00f3n b\u00e1sica y relevante. 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