{"id":8321,"date":"2025-07-21T21:35:41","date_gmt":"2025-07-21T21:35:41","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8321"},"modified":"2025-08-12T19:31:50","modified_gmt":"2025-08-12T19:31:50","slug":"convierte-prospecto-a-cliente","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8321","title":{"rendered":"Convierte a un prospecto en cliente"},"content":{"rendered":"\n

Despu\u00e9s de un cierre comercial exitoso, puedes convertir a un prospecto en cliente<\/strong> para comenzar a generar facturas, notas de venta y dar seguimiento desde su perfil. <\/p>\n\n\n\n

Puedes realizar esta acci\u00f3n de 2 maneras distintas:<\/p>\n\n\n\n

\n\n\n\n

Desde el detalle de prospecto<\/strong><\/h3>\n\n\n\n
    \n
  1. Ingresa al Listado de Prospectos<\/strong> desde el men\u00fa lateral izquierdo Contactos > Prospectos.<\/strong><\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    1. Localiza al prospecto que vas a convertir y haz clic sobre su nombre para abrir el Detalle de Prospecto<\/strong>.<\/li>\n\n\n\n
    2. Ubica el panel de acciones en la parte superior izquierda.<\/li>\n\n\n\n
    3. Da clic en la funci\u00f3n Convertir a Cliente.<\/strong><\/li>\n\n\n\n
    4. Se abrir\u00e1 el formulario de Nuevo Cliente<\/a>.<\/strong><\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n
        \n
      1. Completa los campos faltantes para el registro del perfil.<\/li>\n\n\n\n
      2. Una vez completado el llenado, haz clic en el bot\u00f3n Guardar Cambios.<\/strong><\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
          \n
        1. Ahora, el registro se mostrar\u00e1 dentro del listado de Clientes Activos.<\/strong><\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
          \n\n\n\n

          Desde el listado de prospectos<\/strong><\/h3>\n\n\n\n
            \n
          1. Ingresa al Listado de Prospectos.<\/strong><\/li>\n\n\n\n
          2. Ubica la casilla de selecci\u00f3n que aparece al principio de cada fila y haz clic sobre ella para seleccionar al prospecto que vas a convertir. <\/li>\n\n\n\n
          3. Haz clic en la funci\u00f3n Convertir a Cliente<\/strong>, ubicada en el panel de acciones.<\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n\n\n
              \n
            1. Completa el llenado del formulario de Nuevo Cliente<\/a>.<\/strong><\/li>\n\n\n\n
            2. Una vez completado el perfil haz clic en Guardar Cambios.<\/strong><\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n\n\n
                \n
              1. Ahora tu prospecto se mostrar\u00e1 en el listado de Clientes Activos.<\/strong><\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                <\/p>\n","protected":false},"excerpt":{"rendered":"

                Despu\u00e9s de un cierre comercial exitoso, puedes convertir a un prospecto en cliente para comenzar a generar facturas, notas de venta y dar seguimiento desde su perfil.  Puedes realizar esta acci\u00f3n de 2 maneras distintas: Desde el detalle de prospecto Desde el listado de prospectos<\/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":[30],"class_list":["post-8321","post","type-post","status-publish","format-standard","hentry","category-academia","category-contactos","category-prospectos","tag-facil"],"aioseo_notices":[],"yoast_head":"\nConvierte a un prospecto en cliente - 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=8321\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Convierte a un prospecto en cliente - Academia\" \/>\n<meta property=\"og:description\" content=\"Despu\u00e9s de un cierre comercial exitoso, puedes convertir a un prospecto en cliente para comenzar a generar facturas, notas de venta y dar seguimiento desde su perfil.  Puedes realizar esta acci\u00f3n de 2 maneras distintas: Desde el detalle de prospecto Desde el listado de prospectos\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.docdigitales.com\/academy\/?p=8321\" \/>\n<meta property=\"og:site_name\" content=\"Academia\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-21T21:35:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-12T19:31:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-7.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1142\" \/>\n\t<meta property=\"og:image:height\" content=\"642\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Montserrat Mart\u00edn\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Montserrat Mart\u00edn\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.docdigitales.com\/academy\/?p=8321\",\"url\":\"https:\/\/www.docdigitales.com\/academy\/?p=8321\",\"name\":\"Convierte a un prospecto en cliente - 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