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Kliknij obraz, aby otworzyć go w całości.",{"type":274,"content":572},[573,583,593,603],{"type":277,"content":574},[575],{"type":261,"content":576},[577,581],{"text":578,"type":265,"marks":579},"Informacje:",[580],{"type":285},{"text":582,"type":265}," kontakt, etap, lejek, opiekun, planowana data, data zakończenia, utworzenia i aktualizacji oraz opis.",{"type":277,"content":584},[585],{"type":261,"content":586},[587,591],{"text":588,"type":265,"marks":589},"Aktywności:",[590],{"type":285},{"text":592,"type":265}," czynności powiązane z transakcją.",{"type":277,"content":594},[595],{"type":261,"content":596},[597,601],{"text":598,"type":265,"marks":599},"Notatki:",[600],{"type":285},{"text":602,"type":265}," zapiski dotyczące transakcji.",{"type":277,"content":604},[605],{"type":261,"content":606},[607,611],{"text":608,"type":265,"marks":609},"Oś czasu:",[610],{"type":285},{"text":612,"type":265}," zdarzenia wyświetlane przez system.",{"type":261,"content":614},[615],{"text":616,"type":265},"„Nie podano” przy dacie oznacza brak wartości. „Bez daty” w tabeli także oznacza brak widocznej planowanej daty.",{"type":351,"attrs":618,"content":621},{"level":619,"id":620},3,"heading_3_4",[622],{"text":623,"type":265},"Szybkie działania",{"type":274,"content":625},[626,638,650,662],{"type":277,"content":627},[628,634],{"type":261,"content":629},[630],{"text":631,"type":265,"marks":632},"Edytuj",[633],{"type":285},{"type":261,"content":635},[636],{"text":637,"type":265},"Zmień dane, zapisz i sprawdź kartę.",{"type":277,"content":639},[640,646],{"type":261,"content":641},[642],{"text":643,"type":265,"marks":644},"Otwórz kartę klienta",[645],{"type":285},{"type":261,"content":647},[648],{"text":649,"type":265},"Przejdź do informacji o powiązanej osobie.",{"type":277,"content":651},[652,658],{"type":261,"content":653},[654],{"text":655,"type":265,"marks":656},"Aktywności",[657],{"type":285},{"type":261,"content":659},[660],{"text":661,"type":265},"Sprawdź lub zaplanuj kolejne kroki.",{"type":277,"content":663},[664,670],{"type":261,"content":665},[666],{"text":667,"type":265,"marks":668},"Dodaj notatkę",[669],{"type":285},{"type":261,"content":671},[672],{"text":673,"type":265},"Zapisz wynik rozmowy lub ważne ustalenia.",{"type":261,"content":675},[676],{"text":677,"type":265},"Po rozmowie rozdziel ustalenia od dalszych zadań: ustalenia zapisz w notatce, a kolejne kroki zaplanuj jako aktywności.",{"type":351,"attrs":679,"content":681},{"level":353,"id":680},"heading_2_5",[682],{"text":683,"type":265},"4. Korzystaj z tabeli transakcji",{"type":261,"content":685},[686],{"text":687,"type":265},"Tabela pozwala porównywać wiele transakcji według nazwy, kontaktu, lejka, etapu, opiekuna, ostatniej aktywności i planowanej daty.",{"type":359,"content":689},[690,696,702,708,714],{"type":277,"content":691},[692],{"type":261,"content":693},[694],{"text":695,"type":265},"Kliknij ikonę tabeli u góry.",{"type":277,"content":697},[698],{"type":261,"content":699},[700],{"text":701,"type":265},"W razie potrzeby wybierz lejek lub „Wszystkie lejki”.",{"type":277,"content":703},[704],{"type":261,"content":705},[706],{"text":707,"type":265},"Przejrzyj kolumny i przewijaj poziomo, jeśli trzeba.",{"type":277,"content":709},[710],{"type":261,"content":711},[712],{"text":713,"type":265},"Aby zmienić etap, otwórz listę w wierszu transakcji i wybierz dostępny etap.",{"type":277,"content":715},[716],{"type":261,"content":717},[718],{"text":719,"type":265},"Sprawdź, czy wiersz pokazuje nowy etap.",{"type":261,"content":721},[722],{"text":723,"type":265},"Zmieniaj etap po faktycznej zmianie sytuacji, np. z „Nowe zgłoszenie” na „Konsultacja”, gdy rozpoczynasz ten krok.",{"type":351,"attrs":725,"content":727},{"level":353,"id":726},"heading_2_6",[728],{"text":729,"type":265},"5. Pracuj z tablicą etapów",{"type":359,"content":731},[732,738,744,750],{"type":277,"content":733},[734],{"type":261,"content":735},[736],{"text":737,"type":265},"Wybierz lejek z górnej listy.",{"type":277,"content":739},[740],{"type":261,"content":741},[742],{"text":743,"type":265},"Kliknij ikonę tablicy obok przełącznika tabeli.",{"type":277,"content":745},[746],{"type":261,"content":747},[748],{"text":749,"type":265},"Sprawdź kolumny etapów i liczbę transakcji.",{"type":277,"content":751},[752],{"type":261,"content":753},[754],{"text":755,"type":265},"Otwórz właściwą kartę, aby pracować ze szczegółami.",{"type":389,"attrs":757},{"id":758,"alt":759,"url":760,"type":389,"width":394,"preview":12},"17b0efaa-0084-4c74-bb56-9847ee5b886c","Transakcje według etapów wybranego lejka.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2F177fa010-e1ac-4136-a23d-078c9626902c.png",{"type":261,"content":762},[763],{"text":764,"type":265},"Transakcje według etapów wybranego lejka. Kliknij obraz, aby otworzyć go w całości.",{"type":261,"content":766},[767],{"text":768,"type":265},"Karta na tablicy pokazuje nazwę, datę, kontakt i opiekuna. Przy wielu kolumnach przewijaj poziomo. Zielone i czerwone kolumny końcowe pomagają odróżniać wyniki.",{"type":261,"content":770},[771],{"text":772,"type":265},"Aby zmienić etap w sposób pokazany w instrukcji, użyj listy etapów w tabeli. Następnie wróć do tablicy i sprawdź położenie transakcji.",{"type":351,"attrs":774,"content":776},{"level":353,"id":775},"heading_2_7",[777],{"text":778,"type":265},"6. Utwórz lejek dla swojego procesu",{"type":359,"content":780},[781,787,797,803,809,815,824],{"type":277,"content":782},[783],{"type":261,"content":784},[785],{"text":786,"type":265},"Otwórz listę lejków u góry.",{"type":277,"content":788},[789],{"type":261,"content":790},[791,792,796],{"text":412,"type":265},{"text":793,"type":265,"marks":794},"Utwórz nowy lejek",[795],{"type":285},{"text":372,"type":265},{"type":277,"content":798},[799],{"type":261,"content":800},[801],{"text":802,"type":265},"Podaj nazwę, np. „Konsultacje AI”.",{"type":277,"content":804},[805],{"type":261,"content":806},[807],{"text":808,"type":265},"Wybierz ikonę i kolor.",{"type":277,"content":810},[811],{"type":261,"content":812},[813],{"text":814,"type":265},"Skonfiguruj etapy.",{"type":277,"content":816},[817],{"type":261,"content":818},[819,820,823],{"text":412,"type":265},{"text":461,"type":265,"marks":821},[822],{"type":285},{"text":372,"type":265},{"type":277,"content":825},[826],{"type":261,"content":827},[828],{"text":829,"type":265},"Sprawdź obecność lejka na liście i jego dostępność podczas tworzenia transakcji.",{"type":389,"attrs":831},{"id":832,"alt":833,"url":834,"type":389,"width":394,"preview":12},"dc262211-ca9d-433c-9f1d-fde6d1981d8a","Formularz lejka z nazwą, kolorem i etapami.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2F52898451-c904-4786-a75d-455206519de6.png",{"type":261,"content":836},[837],{"text":838,"type":265},"Formularz lejka z nazwą, kolorem i etapami. Kliknij obraz, aby otworzyć go w całości.",{"type":351,"attrs":840,"content":842},{"level":619,"id":841},"heading_3_8",[843],{"text":844,"type":265},"Nazwa i typ etapu",{"type":261,"content":846},[847,849,853],{"text":848,"type":265},"Etap ma nazwę dla zespołu i typ stanu. Formularz pokazuje ",{"text":850,"type":265,"marks":851},"Nierozpoczęte, W toku, Sukces, Niepowodzenie",[852],{"type":285},{"text":854,"type":265},". Wybierz typ według znaczenia, nie tylko koloru.",{"type":274,"content":856},[857,881,903,924,945,967],{"type":277,"content":858},[859,865,873],{"type":261,"content":860},[861],{"text":862,"type":265,"marks":863},"Nowe zgłoszenie",[864],{"type":285},{"type":261,"content":866},[867,871],{"text":868,"type":265,"marks":869},"Typ: ",[870],{"type":285},{"text":872,"type":265},"Nierozpoczęte",{"type":261,"content":874},[875,879],{"text":876,"type":265,"marks":877},"Kiedy używać: ",[878],{"type":285},{"text":880,"type":265},"Zgłoszenie wpłynęło, ale praca jeszcze się nie zaczęła.",{"type":277,"content":882},[883,889,896],{"type":261,"content":884},[885],{"text":886,"type":265,"marks":887},"Konsultacja",[888],{"type":285},{"type":261,"content":890},[891,894],{"text":868,"type":265,"marks":892},[893],{"type":285},{"text":895,"type":265},"W toku",{"type":261,"content":897},[898,901],{"text":876,"type":265,"marks":899},[900],{"type":285},{"text":902,"type":265},"Ustalasz potrzeby klienta.",{"type":277,"content":904},[905,911,917],{"type":261,"content":906},[907],{"text":908,"type":265,"marks":909},"Demo AI",[910],{"type":285},{"type":261,"content":912},[913,916],{"text":868,"type":265,"marks":914},[915],{"type":285},{"text":895,"type":265},{"type":261,"content":918},[919,922],{"text":876,"type":265,"marks":920},[921],{"type":285},{"text":923,"type":265},"Pokazujesz praktyczny scenariusz użycia AI.",{"type":277,"content":925},[926,932,938],{"type":261,"content":927},[928],{"text":929,"type":265,"marks":930},"Uzgodnienia",[931],{"type":285},{"type":261,"content":933},[934,937],{"text":868,"type":265,"marks":935},[936],{"type":285},{"text":895,"type":265},{"type":261,"content":939},[940,943],{"text":876,"type":265,"marks":941},[942],{"type":285},{"text":944,"type":265},"Uzgadniacie program, terminy lub warunki.",{"type":277,"content":946},[947,953,960],{"type":261,"content":948},[949],{"text":950,"type":265,"marks":951},"Opłacone",[952],{"type":285},{"type":261,"content":954},[955,958],{"text":868,"type":265,"marks":956},[957],{"type":285},{"text":959,"type":265},"Sukces",{"type":261,"content":961},[962,965],{"text":876,"type":265,"marks":963},[964],{"type":285},{"text":966,"type":265},"W waszym procesie potwierdzona płatność oznacza sukces.",{"type":277,"content":968},[969,975,982],{"type":261,"content":970},[971],{"text":972,"type":265,"marks":973},"Rezygnacja",[974],{"type":285},{"type":261,"content":976},[977,980],{"text":868,"type":265,"marks":978},[979],{"type":285},{"text":981,"type":265},"Niepowodzenie",{"type":261,"content":983},[984,987],{"text":876,"type":265,"marks":985},[986],{"type":285},{"text":988,"type":265},"Transakcja zakończyła się bez oczekiwanego wyniku.",{"type":261,"content":990},[991],{"text":992,"type":265},"To przykładowy proces dla usług AI. Etykiety „Opłacone” i „Sukces” nie potwierdzają płatności. Zmień etap dopiero po sprawdzeniu rzeczywistego zdarzenia.",{"type":261,"content":994},[995,997,1001],{"text":996,"type":265},"Przycisk ",{"text":998,"type":265,"marks":999},"Dodaj etap",[1000],{"type":285},{"text":1002,"type":265}," dodaje kolejny etap. Uchwyty zmieniają kolejność, a menu trzech kropek oferują działania. Przed zapisaniem sprawdź nazwę, kolejność i typ każdego etapu.",{"type":351,"attrs":1004,"content":1006},{"level":353,"id":1005},"heading_2_9",[1007],{"text":1008,"type":265},"7. Znajdź transakcje przez filtry",{"type":359,"content":1010},[1011,1021,1027,1033,1043],{"type":277,"content":1012},[1013],{"type":261,"content":1014},[1015,1016,1020],{"text":412,"type":265},{"text":1017,"type":265,"marks":1018},"Filtry",[1019],{"type":285},{"text":372,"type":265},{"type":277,"content":1022},[1023],{"type":261,"content":1024},[1025],{"text":1026,"type":265},"Podaj opiekuna, kontakt, etap lub zakres „Zaplanowano na”.",{"type":277,"content":1028},[1029],{"type":261,"content":1030},[1031],{"text":1032,"type":265},"Wpisz początek i koniec wymaganego okresu.",{"type":277,"content":1034},[1035],{"type":261,"content":1036},[1037,1038,1042],{"text":412,"type":265},{"text":1039,"type":265,"marks":1040},"Zastosuj",[1041],{"type":285},{"text":372,"type":265},{"type":277,"content":1044},[1045],{"type":261,"content":1046},[1047],{"text":1048,"type":265},"Sprawdź otrzymaną listę.",{"type":389,"attrs":1050},{"id":1051,"alt":1052,"url":1053,"type":389,"width":394,"preview":12},"73de5c70-bb27-4b33-8919-d5bb0ef8f449","Filtry transakcji według opiekuna, kontaktu, etapu i planowanych dat.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2F1837f3d1-c266-44b0-8999-6cadf3d790cc.png",{"type":261,"content":1055},[1056],{"text":1057,"type":265},"Filtry transakcji według opiekuna, kontaktu, etapu i planowanych dat. Kliknij obraz, aby otworzyć go w całości.",{"type":261,"content":1059},[1060,1064],{"text":1061,"type":265,"marks":1062},"Tylko moje",[1063],{"type":285},{"text":1065,"type":265}," ogranicza widok do transakcji przypisanych bieżącemu opiekunowi. Lejek też zawęża listę. Sprawdzaj te ustawienia razem z filtrami.",{"type":261,"content":1067},[1068],{"text":1069,"type":265},"Tabela ma karty „Wszystkie”, „Dzisiaj”, „Zaplanowane”, „Zaległe”, „Zakończone”. Pozwalają szybko przeglądać grupy. Tablica może mieć mniej kart.",{"type":261,"content":1071},[1072,1074,1078,1080,1084],{"text":1073,"type":265},"Aby usunąć warunki, otwórz filtry, kliknij ",{"text":1075,"type":265,"marks":1076},"Wyczyść",[1077],{"type":285},{"text":1079,"type":265}," i zastosuj zmiany. Przy pustym wyniku może być dostępne ",{"text":1081,"type":265,"marks":1082},"Resetuj filtry",[1083],{"type":285},{"text":1085,"type":265},". Sprawdź też „Tylko moje”, aktywną kartę i lejek.",{"type":351,"attrs":1087,"content":1089},{"level":353,"id":1088},"heading_2_10",[1090],{"text":1091,"type":265},"8. Przykład pełnej obsługi zgłoszenia AI",{"type":359,"content":1093},[1094,1100,1106,1112,1118,1124,1130,1136],{"type":277,"content":1095},[1096],{"type":261,"content":1097},[1098],{"text":1099,"type":265},"Znajdź lub utwórz kontakt Oleny Kowal.",{"type":277,"content":1101},[1102],{"type":261,"content":1103},[1104],{"text":1105,"type":265},"Utwórz „Szkolenie ChatGPT dla zespołu” w lejku „Szkolenia AI”.",{"type":277,"content":1107},[1108],{"type":261,"content":1109},[1110],{"text":1111,"type":265},"Przypisz opiekuna.",{"type":277,"content":1113},[1114],{"type":261,"content":1115},[1116],{"text":1117,"type":265},"Opisz potrzebę: 12 pracowników, e-maile i podsumowania spotkań.",{"type":277,"content":1119},[1120],{"type":261,"content":1121},[1122],{"text":1123,"type":265},"Zaplanuj „Rozmowa: omówić scenariusze ChatGPT dla zespołu”.",{"type":277,"content":1125},[1126],{"type":261,"content":1127},[1128],{"text":1129,"type":265},"Po rozmowie dodaj notatkę i zmień etap.",{"type":277,"content":1131},[1132],{"type":261,"content":1133},[1134],{"text":1135,"type":265},"W razie potrzeby zaplanuj demo AI lub spotkanie w celu uzgodnienia programu.",{"type":277,"content":1137},[1138],{"type":261,"content":1139},[1140],{"text":1141,"type":265},"Po potwierdzeniu rzeczywistego wyniku wybierz właściwy etap końcowy.",{"type":351,"attrs":1143,"content":1145},{"level":353,"id":1144},"heading_2_11",[1146],{"text":1147,"type":265},"9. Częste pytania",{"type":261,"content":1149},[1150],{"text":1151,"type":265,"marks":1152},"Dlaczego transakcja zniknęła z listy?",[1153],{"type":285},{"type":261,"content":1155},[1156],{"text":1157,"type":265},"Sprawdź lejek, filtry, kartę i „Tylko moje”. Po zmianie etapu transakcja może nie spełniać kryteriów.",{"type":261,"content":1159},[1160],{"text":1161,"type":265,"marks":1162},"Dlaczego nie widzę transakcji na tablicy?",[1163],{"type":285},{"type":261,"content":1165},[1166],{"text":1167,"type":265},"Sprawdź lejek i przewiń wszystkie kolumny. Zweryfikuj etap w tabeli.",{"type":261,"content":1169},[1170],{"text":1171,"type":265,"marks":1172},"Dlaczego transakcja ma niewłaściwego klienta?",[1173],{"type":285},{"type":261,"content":1175},[1176],{"text":1177,"type":265},"Otwórz kartę, sprawdź kontakt i wybierz „Edytuj”. Zapisz i ponownie sprawdź.",{"type":261,"content":1179},[1180],{"text":1181,"type":265,"marks":1182},"Czy po rozmowie wystarczy zmienić etap?",[1183],{"type":285},{"type":261,"content":1185},[1186],{"text":1187,"type":265},"Zapisz też wynik aktywności i ustalenia. Etap opisuje całą potrzebę klienta, a wynik rozmowy konkretną czynność."]