{"id":8317,"date":"2025-07-21T20:54:01","date_gmt":"2025-07-21T20:54:01","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8317"},"modified":"2025-08-11T20:50:17","modified_gmt":"2025-08-11T20:50:17","slug":"pantalla-detalles-prospecto","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8317","title":{"rendered":"Pantalla de detalles del prospecto"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Consulta el detalle del prospecto<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Ingresa al <strong>Listado de Prospectos<\/strong> desde el men\u00fa lateral izquierdo <strong>Contactos &gt; Prospectos<\/strong>.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Haz clic sobre el nombre del prospecto que deseas visualizar.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-6-1024x576.webp\" alt=\"\" class=\"wp-image-8487\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-6-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-6-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-6-768x432.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-6.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Se abrir\u00e1 la pantalla de <strong>Detalle del Prospecto<\/strong>.<\/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\/detalleprospecto.gif\" alt=\"\" class=\"wp-image-8488\"\/><\/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 wp-block-paragraph\">Desde este panel puedes realizar actividades de seguimiento para tu prospecto:<\/p>\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\/convierte-prospecto-a-cliente\" target=\"_blank\" rel=\"noreferrer noopener\">Convertir a Cliente<\/a>: <\/strong>Haz clic en esta opci\u00f3n para cambiar el estatus del prospecto a cliente y completa el formulario de <strong>Nuevo Cliente.<\/strong><\/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>Crea una nueva oportunidad comercial con tu prospecto en tu embudo de ventas.&nbsp;<\/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>Programa un seguimiento para el prospecto en cuesti\u00f3n.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/genera-nueva-cotizacion\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Nueva Cotizaci\u00f3n:<\/strong><\/a> Genera una cotizaci\u00f3n desde esta pantalla.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/edita-elimina-prospectos-sistema\" target=\"_blank\" rel=\"noreferrer noopener\">Eliminar<\/a>: <\/strong>Elimina al prospecto si ya no lo necesitas en el sistema. Da clic en \u201cEliminar\u201d y confirma la acci\u00f3n para borrarlo de forma definitiva.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-3-1024x579.webp\" alt=\"\" class=\"wp-image-8489\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-3-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-3-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-3-768x434.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-3.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/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 lateral<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">En este panel podr\u00e1s encontrar la siguiente informaci\u00f3n:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Icono y nombre del <strong>colaborador a cargo de la relaci\u00f3n con el prospecto.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Estado<\/strong> <strong>del proceso comercial<\/strong> en la que se encuentra el prospecto.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-5-1024x579.webp\" alt=\"\" class=\"wp-image-8490\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-5-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-5-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-5-768x434.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-5.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/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 navegaci\u00f3n<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-5-1024x579.webp\" alt=\"\" class=\"wp-image-8491\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-5-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-5-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-5-768x434.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-5.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Datos de prospecto<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Nombre del prospecto:<\/strong> Es el asignado cuando se cre\u00f3 el registro.&nbsp;<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Contacto: <\/strong>Datos de contacto para gestionar la relaci\u00f3n comercial con el prospecto:\n<ul class=\"wp-block-list\">\n<li><strong>Nombre de contacto.<\/strong><\/li>\n\n\n\n<li><strong>Tel\u00e9fono.<\/strong><\/li>\n\n\n\n<li><strong>Correo electr\u00f3nico.<\/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=\"579\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-2-1024x579.webp\" alt=\"\" class=\"wp-image-8492\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-2-768x434.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-2.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Relaci\u00f3n Comercial&nbsp;<\/h4>\n\n\n\n<ul class=\"wp-block-list has-small-font-size\">\n<li><strong>Nota Interna<\/strong>: Ver\u00e1s el campo con la informaci\u00f3n adicional que agregaste al crear el perfil del prospecto, como informaci\u00f3n financiera o administrativa relevante. Si no escribiste nada, el campo aparecer\u00e1 vac\u00edo.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-2-1024x579.webp\" alt=\"\" class=\"wp-image-8493\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-2-768x434.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-2.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list has-small-font-size\">\n<li><strong>Historial<\/strong>: Consulta el historial de acciones y eventos relacionados con el prospecto de manera cronol\u00f3gica:\n<ul class=\"wp-block-list\">\n<li><strong>Creaci\u00f3n del prospecto<\/strong>: Colaborador que cre\u00f3 el perfil del prospecto con fecha y hora.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Asignaci\u00f3n de un prospecto a staff: <\/strong>&nbsp;Se registra el nombre del colaborador que est\u00e1 a cargo de la relaci\u00f3n comercial con este prospecto<strong>.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Relaci\u00f3n de cotizaciones:<\/strong> Se mostrar\u00e1 si se ha generado una nueva cotizaci\u00f3n. Incluye el n\u00famero de folio del documento, fecha, hora y colaborador que lo realiz\u00f3. Puedes dar clic sobre el nombre del documento para ver el detalle del mismo.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Creaci\u00f3n de un nuevo Trato<\/strong>: Se mostrar\u00e1 cuando hayas creado un trato (oportunidad comercial que se gestiona desde el embudo de ventas) para el prospecto en cuesti\u00f3n, junto con su valor estimado.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Cambio de estado del Trato<\/strong>: Se registra cuando el Trato sea marcado como Ganado o No Ganado y el colaborador que realiz\u00f3 el cambio de estado. Tambi\u00e9n se muestra cuando un Trato es marcado como Cerrado o cuando es Reabierto.&nbsp;<\/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=\"785\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-3-1024x785.webp\" alt=\"\" class=\"wp-image-8494\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-3-1024x785.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-3-300x230.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-3-768x589.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/08-2x-3.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue has-small-font-size wp-block-paragraph\"><em>*Si deseas consultar el historial de meses anteriores, haz clic en el campo desplegable del <\/em><strong><em>mes actual,<\/em><\/strong><em> para abrir la lista de los meses desde la creaci\u00f3n del cliente y <\/em><strong><em>selecciona el mes<\/em><\/strong><em> que deseas consultar.<\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Seguimientos<\/h4>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">En la pesta\u00f1a de <strong>Seguimientos<\/strong> podr\u00e1s ver todos los registros de tareas vinculadas a este prospecto.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Nombre y clave del seguimiento.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Trato Relacionado.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Fecha de inicio con hora.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Fecha de fin con hora.&nbsp;<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Prioridad.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Colaborador Asignado.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Estado del Seguimiento.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-2-1024x579.webp\" alt=\"\" class=\"wp-image-8495\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-2-1024x579.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-2-300x170.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-2-768x434.webp 768w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/09-2x-2.webp 1142w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-small-font-size wp-block-paragraph\">Si deseas conocer m\u00e1s a detalle cada campo puedes consultar el <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/consulta-seguimientos-trato\" target=\"_blank\" rel=\"noreferrer noopener\">manual de detalle de seguimientos.<\/a><\/p>\n\n\n\n<p class=\"background-blue has-small-font-size wp-block-paragraph\"><em>*Puedes buscar y filtrar los seguimientos de tus clientes desde la barra superior y si deseas consultar el detalle del seguimiento, haz clic sobre \u00e9l.<\/em><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Consulta el detalle del prospecto Panel de acciones administrativas Desde este panel puedes realizar actividades de seguimiento para tu prospecto: Panel lateral En este panel podr\u00e1s encontrar la siguiente informaci\u00f3n: Pesta\u00f1as de navegaci\u00f3n Datos de prospecto Relaci\u00f3n Comercial&nbsp; *Si deseas consultar el historial de meses anteriores, haz clic en el campo desplegable del mes actual, para abrir la lista de los meses desde la creaci\u00f3n del cliente y selecciona el mes que deseas consultar. Seguimientos En la pesta\u00f1a de Seguimientos podr\u00e1s ver todos los registros de tareas vinculadas a este prospecto. Si deseas conocer m\u00e1s a detalle cada campo puedes consultar el manual de detalle de seguimientos. *Puedes buscar y filtrar los seguimientos de tus clientes desde la barra superior y si deseas consultar el detalle del seguimiento, haz clic sobre \u00e9l.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,44,46],"tags":[31],"class_list":["post-8317","post","type-post","status-publish","format-standard","hentry","category-academia","category-contactos","category-prospectos","tag-intermedio"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"Consulta el detalle del prospecto Ingresa al Listado de Prospectos desde el men\u00fa lateral izquierdo Contactos &gt; Prospectos. Haz clic sobre el nombre del prospecto que deseas visualizar. 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