{"id":12266,"date":"2019-04-11T09:07:45","date_gmt":"2019-04-11T09:07:45","guid":{"rendered":"https:\/\/www.teamogy.com\/uncategorized-cs\/1-jizda-s-teamogy-zacina-spravne-kontakty-jsou-klicove-spravne-kontakty-jsou-klicove\/"},"modified":"2021-02-24T11:50:41","modified_gmt":"2021-02-24T11:50:41","slug":"easy-start-accurate-contacts-database","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/tip-tricks\/easy-start-accurate-contacts-database\/","title":{"rendered":"1. Precizn\u00ed datab\u00e1ze kontakt\u016f"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8220;1&#8243; _builder_version=&#8220;3.22&#8243;][et_pb_row column_structure=&#8220;3_4,1_4&#8243; module_class=&#8220; et_pb_row_fullwidth&#8220; _builder_version=&#8220;4.7.7&#8243; width=&#8220;89%&#8220; width_tablet=&#8220;80%&#8220; width_phone=&#8220;&#8220; width_last_edited=&#8220;on|desktop&#8220; max_width=&#8220;89%&#8220; max_width_tablet=&#8220;80%&#8220; max_width_phone=&#8220;&#8220; max_width_last_edited=&#8220;on|desktop&#8220; custom_padding=&#8220;27px|0px|27px|0|false|false&#8220; make_fullwidth=&#8220;on&#8220;][et_pb_column type=&#8220;3_4&#8243; _builder_version=&#8220;3.25&#8243; custom_padding=&#8220;|||&#8220; custom_padding__hover=&#8220;|||&#8220;][et_pb_image src=&#8220;https:\/\/www.teamogy.com\/wp-content\/uploads\/Contacts_icon_orange.svg&#8220; title_text=&#8220;Contacts_icon_orange&#8220; _builder_version=&#8220;4.7.7&#8243; _module_preset=&#8220;default&#8220; width=&#8220;70px&#8220; height=&#8220;100px&#8220; custom_margin=&#8220;||||false|false&#8220; custom_css_main_element=&#8220;display: flex;||flex-direction: column;||justify-content: center;&#8220; locked=&#8220;off&#8220;][\/et_pb_image][et_pb_text _builder_version=&#8220;4.7.7&#8243; _module_preset=&#8220;default&#8220; text_font=&#8220;|700|||||||&#8220; header_text_align=&#8220;left&#8220; header_4_font=&#8220;|700|||||||&#8220; header_4_text_color=&#8220;#ff4c00&#8243; custom_margin=&#8220;-119px|||100px|false|false&#8220; locked=&#8220;off&#8220;]<\/p>\n<h4>1. Precizn\u00ed datab\u00e1ze kontakt\u016f<\/h4>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8220;4.7.7&#8243; text_font=&#8220;|300|||||||&#8220; custom_margin=&#8220;60px||40px||false|false&#8220; locked=&#8220;off&#8220;]<\/p>\n<p><span>J\u00edzda s Teamogy za\u010d\u00edn\u00e1. Prvn\u00edm krokem k ovl\u00e1dnut\u00ed syst\u00e9mu Teamogy je dostat pod kontrolu stovky a tis\u00edce kontakt\u016f, kter\u00e9 ka\u017ed\u00e1 firma m\u00e1. Pou\u017e\u00edvejte funkce Teamogy tak, aby V\u00e1m p\u0159in\u00e1\u0161ely co nejv\u011bt\u0161\u00ed u\u017eitek. Mohou V\u00e1m p\u0159in\u00e9st po\u0159\u00e1dek do Va\u0161ich klient\u016f a zna\u010dek, rozli\u0161ovat dodavatele podle typu poskytovan\u00e9 slu\u017eby a \u0159adit velk\u00e9 mno\u017estv\u00ed nejr\u016fzn\u011bj\u0161\u00edch kontakt\u016f.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8220;4.7.7&#8243; _module_preset=&#8220;default&#8220; text_font=&#8220;|300|||||||&#8220; header_5_line_height=&#8220;1.4em&#8220; background_color=&#8220;#ffffff&#8220; custom_margin=&#8220;||80px||false|false&#8220; custom_padding=&#8220;20px|40px||40px|false|false&#8220; border_radii=&#8220;on|10px|10px|10px|10px&#8220; border_color_all=&#8220;#ff4c00&#8243; box_shadow_style=&#8220;preset1&#8243; box_shadow_blur=&#8220;68px&#8220; box_shadow_spread=&#8220;-29px&#8220; locked=&#8220;off&#8220;]<\/p>\n<h5>Co V\u00e1m Teamogy pom\u016f\u017ee vy\u0159e\u0161it?<\/h5>\n<ul>\n<li>Sd\u00edlen\u00e9 kontakty dostupn\u00e9 kdykoliv a odkudkoliv.<\/li>\n<li>Spolupracujete p\u0159ev\u00e1\u017en\u011b se schv\u00e1len\u00fdmi a prov\u011b\u0159en\u00fdmi dodavateli.<\/li>\n<li>Zakl\u00e1d\u00e1te zak\u00e1zky na spr\u00e1vn\u00e9 klienty a brandy.<\/li>\n<li>Fakturujete na spr\u00e1vn\u00e9 faktura\u010dn\u00ed adresy a se spr\u00e1vnou dobou splatnosti.<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8220;4.7.7&#8243; text_font=&#8220;|300|||||||&#8220; text_font_size=&#8220;20px&#8220; header_font=&#8220;||||||||&#8220; header_3_font=&#8220;||||||||&#8220; header_6_line_height=&#8220;1.3em&#8220; custom_margin=&#8220;||40px||false|false&#8220; locked=&#8220;off&#8220;]<\/p>\n<h6>Konkr\u00e9tn\u00ed p\u0159\u00edklad:<\/h6>\n<h6><span style=\"color: #ff4c00;\"><strong>Z\u00edskali jsme nov\u00e9ho klienta. Poj\u010fme ho spr\u00e1vn\u011b zaevidovat.<\/strong><\/span><\/h6>\n<p>[\/et_pb_text][et_pb_tabs _builder_version=&#8220;4.7.7&#8243; body_font=&#8220;||||||||&#8220; tab_font=&#8220;||||||||&#8220; border_width_all=&#8220;0px&#8220;][et_pb_tab title=&#8220;1. Vypln\u011bn\u00ed z\u00e1kladn\u00edch \u00fadaj\u016f o firm\u011b&#8220; _builder_version=&#8220;4.7.7&#8243; body_font=&#8220;|300|||||||&#8220; tab_font=&#8220;||||||||&#8220;]<\/p>\n<div class=\"ogy-content\">\n<div class=\"co-9\"><a href=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.18.37-1.png\" class=\"et_pb_lightbox_image\" title=\"\"><span class=\"et_pb_image_wrap \"><img decoding=\"async\" class=\"ogy__shadow-dark\" src=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.18.37-1.png\" width=\"1440\" height=\"800\" alt=\"\"><\/span><\/a><\/div>\n<div class=\"co-3\">\n<p> <span style=\"font-size: 16px;\">Je d\u016fle\u017eit\u00e9 vyplnit formul\u00e1\u0159 spr\u00e1vn\u011b pomoc\u00ed jm\u00e9na spole\u010dnosti, adresy a dal\u0161\u00edch detail\u016f.<\/span><\/p>\n<p><span style=\"font-size: 16px;\">V n\u011bkter\u00fdch zem\u00edch V\u00e1m syst\u00e9m nab\u00eddne informaci o Va\u0161em kontaktu z obchodn\u00edho rejst\u0159\u00edku.<\/span><\/p>\n<p><span>Zadan\u00e9 \u00fadaje se d\u00e1le v syst\u00e9mu vyu\u017eij\u00ed p\u0159i tvorb\u011b dokument\u016f, zak\u00e1zek \u010di faktur.<\/span><\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_tab][et_pb_tab title=&#8220;2. P\u0159id\u00e1n\u00ed kontaktn\u00edch osob k firm\u011b&#8220; _builder_version=&#8220;4.7.7&#8243; body_font=&#8220;|300|||||||&#8220;]<\/p>\n<div class=\"ogy-content\">\n<div class=\"co-9\"><span class=\"et_pb_image_wrap \"><a href=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.13.52.png\" class=\"et_pb_lightbox_image\" title=\"\"><img decoding=\"async\" class=\"ogy__shadow-dark\" src=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.13.52.png\" width=\"1440\" height=\"800\" alt=\"\"><\/a><\/span><span style=\"font-size: 16px;\"><\/span><\/div>\n<div class=\"co-3\">\n<p><span>P\u0159idejte osobu do spole\u010dnosti, se kterou budete komunikovat.<\/span><span style=\"font-weight: 400;\"><\/span><\/p>\n<p><span>M\u016f\u017eete si p\u0159idat kontakt\u016f kolik chcete. P\u0159idejte detaily jako je mobiln\u00ed \u010d\u00edslo, Skype \u00fa\u010det, e-mail, atd. ke ka\u017ed\u00e9mu kontaktu.<\/span><\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_tab][et_pb_tab title=&#8220;3. Z firmy se st\u00e1v\u00e1 klient s n\u011bkolika brandy&#8220; _builder_version=&#8220;4.7.7&#8243; body_font=&#8220;|300|||||||&#8220;]<\/p>\n<div class=\"ogy-content\">\n<div class=\"co-9\"><a href=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.36.51.png\" class=\"et_pb_lightbox_image\" title=\"\"><span class=\"et_pb_image_wrap \"><img decoding=\"async\" class=\"ogy__shadow-dark\" src=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.36.51.png\" width=\"1918\" height=\"860\" alt=\"\"><\/span><\/a><\/div>\n<div class=\"co-3\">\n<p><span>V z\u00e1lo\u017ece \u201eDetaily\u201c ozna\u010dte firmu jako klienta. <\/span><\/p>\n<p><span>Zm\u011bna stavu firmy na &#8222;Klient\u201d umo\u017en\u00ed p\u0159id\u00e1vat v\u00edce brand\u016f, na kter\u00e9 je mo\u017en\u00e9 d\u00e1le vytv\u00e1\u0159et zak\u00e1zky.<\/span><\/p>\n<p>Pomoc\u00ed zna\u010dek jste schopni filtrovat ve finan\u010dn\u00edch reportech ziskovost ka\u017ed\u00e9 zna\u010dky zvl\u00e1\u0161\u0165.<\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_tab][et_pb_tab title=&#8220;4. Zakl\u00e1d\u00e1me zak\u00e1zku na nov\u00e9ho klienta .&#8220; _builder_version=&#8220;4.7.7&#8243; body_font=&#8220;|300|||||||&#8220;]<\/p>\n<div class=\"ogy-content\">\n<div class=\"co-9\"><a href=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.41.15.png\" class=\"et_pb_lightbox_image\" title=\"\"><span class=\"et_pb_image_wrap \"><img decoding=\"async\" class=\"ogy__shadow-dark\" src=\"https:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2021-01-29-at-9.41.15.png\" width=\"1440\" height=\"800\" alt=\"\"><\/span><\/a><\/div>\n<div class=\"co-3\">\n<p>Gratulujeme, nyn\u00ed m\u016f\u017eete vytvo\u0159it prvn\u00ed zak\u00e1zku pro klienta a jeho zna\u010dku.<\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=&#8220;4.7.7&#8243; _module_preset=&#8220;default&#8220; text_font=&#8220;|300|||||||&#8220; header_5_line_height=&#8220;1.4em&#8220; background_color=&#8220;#ffffff&#8220; custom_margin=&#8220;80px||80px||false|false&#8220; custom_padding=&#8220;20px|40px||40px|false|false&#8220; border_radii=&#8220;on|10px|10px|10px|10px&#8220; border_color_all=&#8220;#ff4c00&#8243; box_shadow_style=&#8220;preset1&#8243; box_shadow_blur=&#8220;68px&#8220; box_shadow_spread=&#8220;-29px&#8220; locked=&#8220;off&#8220;]<\/p>\n<h5>Jak si v\u0161e vyzkou\u0161et p\u0159\u00edmo v syst\u00e9mu:<\/h5>\n<ul>\n<li><span style=\"font-size: 16px;\">Zalo\u017ete si v syst\u00e9mu firmu v\u010detn\u011b v\u0161ech detail\u016f (adresa, registra\u010dn\u00ed \u00fadaje). Pot\u00e9 ozna\u010dte spole\u010dnost jako klienta a p\u0159idejte k n\u011bmu dv\u011b zna\u010dky v\u010detn\u011b log. Nezapome\u0148te do spole\u010dnosti p\u0159idat n\u011bjak\u00e9 \u0161t\u00edtky.<\/span><\/li>\n<li><span style=\"font-size: 16px;\">Zkuste si pak klienta vyhledat v adres\u00e1\u0159i. M\u016f\u017eete i vytvo\u0159it novou zak\u00e1zku pr\u00e1v\u011b pro takto vytvo\u0159en\u00e9ho klienta a konkr\u00e9tn\u00ed brand.<\/span><\/li>\n<li><span>Detailn\u00ed n\u00e1vody najdete zde:<br \/> <span style=\"color: #ff4c00;\"><a href=\"https:\/\/www.teamogy.com\/cs\/manual\/about-contacts\/\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Jak pracovat s kontakty v Teamogy.\" style=\"color: #ff4c00;\">Jak pracovat s kontakty v Teamogy.<\/a><\/span><\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text disabled_on=&#8220;on|on|on&#8220; _builder_version=&#8220;3.27.4&#8243; text_font=&#8220;|300|||||||&#8220; text_font_size=&#8220;20px&#8220; header_font=&#8220;||||||||&#8220; header_3_font=&#8220;||||||||&#8220; custom_margin=&#8220;-20px||40px&#8220; disabled=&#8220;on&#8220;]<\/p>\n<p>Souvisej\u00edc\u00ed \u010dl\u00e1nky<\/p>\n<p>[\/et_pb_text][et_pb_post_slider include_categories=&#8220;82&#8243; disabled_on=&#8220;on|on|on&#8220; _builder_version=&#8220;3.21.4&#8243; disabled=&#8220;on&#8220;][\/et_pb_post_slider][et_pb_divider disabled_on=&#8220;on|on|on&#8220; _builder_version=&#8220;4.7.7&#8243; disabled=&#8220;on&#8220;][\/et_pb_divider][et_pb_blurb title=&#8220;Ozv\u011bte se n\u00e1m&#8220; use_icon=&#8220;on&#8220; font_icon=&#8220;%%85%%&#8220; icon_color=&#8220;#ff4c00&#8243; icon_placement=&#8220;left&#8220; content_max_width=&#8220;100%&#8220; _builder_version=&#8220;4.7.7&#8243; _module_preset=&#8220;default&#8220; header_level=&#8220;h5&#8243; header_text_align=&#8220;left&#8220; header_text_color=&#8220;#ff4c00&#8243; body_font=&#8220;|300|||||||&#8220; body_text_color=&#8220;#000000&#8243; background_color=&#8220;#ededed&#8220; background_enable_image=&#8220;off&#8220; custom_margin=&#8220;80px||80px||false|false&#8220; custom_padding=&#8220;20px|40px|20px|40px|false|false&#8220; hover_enabled=&#8220;0&#8243; border_radii=&#8220;on|10px|10px|10px|10px&#8220; border_color_all=&#8220;#ff4c00&#8243; locked=&#8220;off&#8220; sticky_enabled=&#8220;0&#8243;]<\/p>\n<p><span>Nev\u00e1hejte kdykoli kontaktovat Teamogy support. M\u016f\u017eete pou\u017e\u00edt online chat (uvnit\u0159 Teamogy nebo kdekoli na <\/span><span style=\"color: #ff6600;\"><a href=\"https:\/\/www.teamogy.com\/cs\/\" style=\"color: #ff6600;\">www.Teamogy.com<\/a><\/span><span> v doln\u00edm prav\u00e9m rohu) a dostanete rychlou odpov\u011b\u010f.<\/span><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8220;1_4&#8243; _builder_version=&#8220;3.25&#8243; custom_padding=&#8220;|||&#8220; custom_padding__hover=&#8220;|||&#8220;][et_pb_sidebar area=&#8220;et_pb_widget_area_6&#8243; _builder_version=&#8220;4.7.7&#8243; header_font=&#8220;||||||||&#8220; header_font_size=&#8220;30px&#8220; body_font=&#8220;|600|||||||&#8220; body_text_color=&#8220;#000000&#8243; body_font_size=&#8220;16px&#8220; body_line_height=&#8220;1.6em&#8220; background_color=&#8220;rgba(0,0,0,0)&#8220; custom_margin=&#8220;||||false|false&#8220; custom_margin_last_edited=&#8220;off|desktop&#8220; custom_padding=&#8220;|||20px|false|false&#8220; custom_padding_tablet=&#8220;&#8220; custom_padding_phone=&#8220;|||0px|false|false&#8220; custom_padding_last_edited=&#8220;on|phone&#8220; border_width_all=&#8220;1px&#8220; border_color_all=&#8220;#b3b3b3&#8243; border_width_top=&#8220;0px&#8220; border_color_top=&#8220;#ff4c00&#8243; border_style_top=&#8220;dotted&#8220; border_width_left=&#8220;2px&#8220; border_color_left=&#8220;#ff4c00&#8243; border_style_left=&#8220;dotted&#8220; border_style_all_tablet=&#8220;&#8220; border_style_all_phone=&#8220;none&#8220; border_style_all_last_edited=&#8220;on|phone&#8220; border_width_top_tablet=&#8220;2px&#8220; border_width_top_phone=&#8220;2px&#8220; border_width_top_last_edited=&#8220;on|desktop&#8220; border_width_left_tablet=&#8220;0px&#8220; border_width_left_phone=&#8220;0px&#8220; border_width_left_last_edited=&#8220;on|tablet&#8220; locked=&#8220;off&#8220;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8220;1&#8243; fullwidth=&#8220;on&#8220; _builder_version=&#8220;3.22&#8243;][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. Precizn\u00ed datab\u00e1ze kontakt\u016fJ\u00edzda s Teamogy za\u010d\u00edn\u00e1. Prvn\u00edm krokem k ovl\u00e1dnut\u00ed syst\u00e9mu Teamogy je dostat pod kontrolu stovky a tis\u00edce kontakt\u016f, kter\u00e9 ka\u017ed\u00e1 firma m\u00e1. Pou\u017e\u00edvejte funkce Teamogy tak, aby V\u00e1m p\u0159in\u00e1\u0161ely co nejv\u011bt\u0161\u00ed u\u017eitek. Mohou V\u00e1m p\u0159in\u00e9st po\u0159\u00e1dek do Va\u0161ich klient\u016f a zna\u010dek, rozli\u0161ovat dodavatele podle typu poskytovan\u00e9 slu\u017eby a \u0159adit velk\u00e9 mno\u017estv\u00ed nejr\u016fzn\u011bj\u0161\u00edch [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[77],"tags":[],"class_list":["post-12266","post","type-post","status-publish","format-standard","hentry","category-tip-tricks"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/12266","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/comments?post=12266"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/12266\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/media?parent=12266"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/categories?post=12266"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/tags?post=12266"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}