{"id":57879,"date":"2021-07-02T10:51:23","date_gmt":"2021-07-02T10:51:23","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=57879"},"modified":"2025-09-11T09:24:57","modified_gmt":"2025-09-11T09:24:57","slug":"about-opportunities","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/manual\/about-opportunities\/","title":{"rendered":"O P\u0159\u00edle\u017eitostech"},"content":{"rendered":"

[et_pb_section fb_built=“1″ _builder_version=“3.22″][et_pb_row column_structure=“3_4,1_4″ module_class=“ et_pb_row_fullwidth“ _builder_version=“3.25″ width=“89%“ width_tablet=“80%“ width_phone=““ width_last_edited=“on|desktop“ max_width=“89%“ max_width_tablet=“80%“ max_width_phone=““ max_width_last_edited=“on|desktop“ custom_padding=“27px|0px|0|0|false|false“ make_fullwidth=“on“][et_pb_column type=“3_4″ _builder_version=“3.25″ custom_padding=“|||“ custom_padding__hover=“|||“][et_pb_text _builder_version=“4.9.4″ custom_margin=“|40px|40px|||“]<\/p>\n

O P\u0159\u00edle\u017eitostech<\/h3>\n

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P\u0159\u00edle\u017eitosti slou\u017e\u00ed k veden\u00ed obchodn\u00edch p\u0159\u00edpad\u016f a vyu\u017e\u00edvaj\u00ed je zejm\u00e9na obchodn\u00edci.<\/strong> Tato funkcionalita nab\u00edz\u00ed mo\u017enost zaevidov\u00e1n\u00ed, veden\u00ed a uzav\u00edr\u00e1n\u00ed obchodn\u00edch P\u0159\u00edle\u017eitost\u00ed ve firm\u011b.<\/p>\n

Obchodn\u00ed P\u0159\u00edle\u017eitosti v Teamogy se daj\u00ed prov\u00e1zat s nejr\u016fzn\u011bj\u0161\u00edmi dokumenty. To v praxi znamen\u00e1, \u017ee jakmile obchodn\u00edk dokon\u010d\u00ed sch\u016fzku, vytvo\u0159\u00ed v Teamogy z\u00e1pis z jedn\u00e1n\u00ed, kter\u00fd jednodu\u0161e prov\u00e1\u017ee s P\u0159\u00edle\u017eitost\u00ed. V\u0161echny relevantn\u00ed Dokumenty tak jsou dostupn\u00e9 p\u0159\u00edmo z dan\u00e9 P\u0159\u00edle\u017eitosti.<\/strong><\/p>\n

Z ka\u017ed\u00e9 P\u0159\u00edle\u017eitosti lze i vytv\u00e1\u0159et \u00dakoly a rozd\u011blit je mezi zodpov\u011bdn\u00e9 osoby.<\/strong> Dok\u00e1\u017eete tak pohodln\u011b koordinovat ve\u0161ker\u00e9 pr\u00e1ce vedouc\u00ed k vyhr\u00e1n\u00ed P\u0159\u00edle\u017eitosti.<\/p>\n

[\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-07-02-v-11.07.39.png“ title_text=“opportunity“ show_in_lightbox=“on“ align_tablet=“center“ align_phone=““ align_last_edited=“on|desktop“ _builder_version=“4.9.4″ custom_margin=“0px|40px|40px|||“ custom_padding=“0px|||||“ box_shadow_style=“preset2″][\/et_pb_image][et_pb_text _builder_version=“4.9.4″ text_font=“|300|||||||“ ul_font=“||||||||“ custom_margin=“|40px|40px|||“ hover_enabled=“0″ ul_text_shadow_style=“preset3″ sticky_enabled=“0″]<\/p>\n

Ka\u017ed\u00e1 P\u0159\u00edle\u017eitost v sob\u011b zahrnuje d\u016fle\u017eit\u00e9 \u00fadaje:<\/strong><\/p>\n

<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n
Pole<\/strong><\/td>\nPopis<\/strong><\/td>\n<\/tr>\n
P\u0159edm\u011bt<\/strong><\/td>\nn\u00e1zev P\u0159\u00edle\u017eitosti<\/td>\n<\/tr>\n
Hodnota P\u0159\u00edle\u017eitosti<\/strong><\/td>\nodhadovan\u00e1 finan\u010dn\u00ed hodnota dan\u00e9 P\u0159\u00edle\u017eitosti<\/td>\n<\/tr>\n
O\u010dek\u00e1van\u00e9 datum uzav\u0159en\u00ed<\/strong><\/td>\nodhad, kdy bude dan\u00e1 P\u0159\u00edle\u017eitost bude uzav\u0159ena<\/td>\n<\/tr>\n
Datum n\u00e1sleduj\u00edc\u00edho kroku<\/span><\/strong><\/td>\nu ka\u017ed\u00e9 P\u0159\u00edle\u017eitosti lze definovat n\u00e1sleduj\u00edc\u00ed krok, jeho popis a kdy m\u00e1 b\u00fdt spln\u011bn<\/span><\/td>\n<\/tr>\n
Zak\u00e1zka<\/strong><\/td>\nP\u0159\u00edle\u017eitost lze nap\u00e1rovat se Zak\u00e1zkou, Intern\u00ed \u010di Klientskou re\u017ei\u00ed<\/td>\n<\/tr>\n
Vlastn\u00edk<\/strong><\/td>\nosoba zodpov\u011bdn\u00e1 za danou P\u0159\u00edle\u017eitost<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\n

V syst\u00e9mu se nach\u00e1zej\u00ed dva pohledy na P\u0159\u00edle\u017eitosti – Stav p\u0159\u00edle\u017etost\u00ed (Kanban) a Seznam p\u0159\u00edle\u017eitost\u00ed.<\/strong><\/p>\n

<\/strong><\/p>\n\n\n\n\n\n
Pohled<\/strong><\/td>\nPopis<\/strong><\/td>\n<\/tr>\n
Stav p\u0159\u00edle\u017etost\u00ed (Kanban)<\/strong><\/td>\nzobrazuje P\u0159\u00edle\u017eitosti vizu\u00e1ln\u011b dle jejich stavu. V tomto pohledu lze jednodu\u0161e P\u0159\u00edle\u017eitosti p\u0159esouvat drag & drop z jednoho stavu do druh\u00e9ho<\/td>\n<\/tr>\n
Seznam p\u0159\u00edle\u017eitost\u00ed<\/strong><\/td>\nposkytuje \u0159\u00e1dkov\u00fd pohled na v\u0161echny P\u0159\u00edle\u017eitosti. Velmi jednoduch\u00fd pohled, ve kter\u00e9m m\u016f\u017eete P\u0159\u00edle\u017eitosti filtrovat, se\u0159azovat<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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Stavy P\u0159\u00edle\u017eitost\u00ed jsou definov\u00e1ny jako Potenci\u00e1l, Kvalifikace, Prezentace, Nab\u00eddka a Vyjedn\u00e1v\u00e1n\u00ed.<\/strong> Tyto stavy mohou b\u00fdt jednodu\u0161e zm\u011bn\u011bny.<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=“3.26.5″ text_font=“|300|||||||“ custom_margin=“-14px|40px||||“ custom_padding=“12px|0px||||“ text_font_last_edited=“off|desktop“ global_module=“14686″ saved_tabs=“all“]<\/p>\n

Get in Touch<\/b><\/span><\/p>\n

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

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O P\u0159\u00edle\u017eitostechP\u0159\u00edle\u017eitosti slou\u017e\u00ed k veden\u00ed obchodn\u00edch p\u0159\u00edpad\u016f a vyu\u017e\u00edvaj\u00ed je zejm\u00e9na obchodn\u00edci. Tato funkcionalita nab\u00edz\u00ed mo\u017enost zaevidov\u00e1n\u00ed, veden\u00ed a uzav\u00edr\u00e1n\u00ed obchodn\u00edch P\u0159\u00edle\u017eitost\u00ed ve firm\u011b. Obchodn\u00ed P\u0159\u00edle\u017eitosti v Teamogy se daj\u00ed prov\u00e1zat s nejr\u016fzn\u011bj\u0161\u00edmi dokumenty. To v praxi znamen\u00e1, \u017ee jakmile obchodn\u00edk dokon\u010d\u00ed sch\u016fzku, vytvo\u0159\u00ed v Teamogy z\u00e1pis z jedn\u00e1n\u00ed, kter\u00fd jednodu\u0161e prov\u00e1\u017ee s P\u0159\u00edle\u017eitost\u00ed. V\u0161echny […]<\/p>\n","protected":false},"author":5,"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":[291],"tags":[],"class_list":["post-57879","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/57879","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/comments?post=57879"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/57879\/revisions"}],"predecessor-version":[{"id":987519470,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/posts\/57879\/revisions\/987519470"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/media?parent=57879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/categories?post=57879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/cs\/wp-json\/wp\/v2\/tags?post=57879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}