{"id":987524516,"date":"2026-08-07T13:35:44","date_gmt":"2026-08-07T13:35:44","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=987524516"},"modified":"2026-08-07T14:28:55","modified_gmt":"2026-08-07T14:28:55","slug":"kalendar-2","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/cs\/manual\/kalendar-2\/","title":{"rendered":"Leady"},"content":{"rendered":"

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Leady<\/h3>\n

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V tomto kr\u00e1tk\u00e9m manu\u00e1lu p\u0159edstav\u00edme Leady v Teamogy a vysv\u011btl\u00edme, jak je lze vyu\u017e\u00edt k evidenci a spr\u00e1v\u011b potenci\u00e1ln\u00edch obchodn\u00edch kontakt\u016f p\u0159ed vytvo\u0159en\u00edm p\u0159\u00edle\u017eitosti.<\/strong><\/p>\n

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Lead p\u0159edstavuje po\u010d\u00e1te\u010dn\u00ed kontakt nebo potenci\u00e1ln\u00ed obchodn\u00ed p\u0159\u00edpad<\/strong>, kter\u00fd je st\u00e1le v ran\u00e9 f\u00e1zi. Umo\u017e\u0148uje zaznamenat d\u016fle\u017eit\u00e9 informace i v p\u0159\u00edpad\u011b, \u017ee je\u0161t\u011b nem\u00e1te v\u0161echny \u00fadaje pot\u0159ebn\u00e9 pro vytvo\u0159en\u00ed kompletn\u00edho z\u00e1znamu spole\u010dnosti nebo p\u0159\u00edle\u017eitosti.<\/span><\/p>\n

Pro lep\u0161\u00ed p\u0159edstavu lze leady importovat z extern\u00edch zdroj\u016f \u2013 nap\u0159\u00edklad z webov\u00fdch formul\u00e1\u0159\u016f, kampan\u00ed nebo jin\u00fdch syst\u00e9m\u016f \u2013 prost\u0159ednictv\u00edm Teamogy Flow nebo API propojen\u00ed.<\/span><\/p>\n

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Jak vytvo\u0159it nov\u00fd lead?<\/strong><\/p>\n

<\/strong><\/p>\n

    \n
  1. V sekci Leady (1)<\/strong>, klikn\u011bte <\/span>+ Lead (2).<\/strong><\/li>\n
  2. Vepi\u0161te dostupn\u00e9 informace o kontaktu a detaily potenci\u00e1ln\u00edho obchodn\u00edho p\u0159\u00edpadu. <\/span><\/li>\n
  3. Pro zalo\u017een\u00ed leadu nepot\u0159ebujete m\u00edt ve\u0161ker\u00e9 informace. Lead m\u016f\u017ee b\u00fdt zalo\u017een\u00fd s minimem dostupn\u00fdch informac\u00ed a dopln\u011bn kdykoliv pozd\u011bji. <\/span><\/li>\n
  4. Pro ulo\u017een\u00ed klikn\u011bte na Ulo\u017eit nebo Ulo\u017eit a zav\u0159\u00edt.<\/span> <\/li>\n<\/ol>\n

    [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/New_lead-scaled.webp“ title_text=“New_lead“ show_in_lightbox=“on“ _builder_version=“4.27.7″ custom_margin=“|40px||||“ hover_enabled=“0″ box_shadow_style=“preset2″ locked=“off“ global_colors_info=“{}“ sticky_enabled=“0″][\/et_pb_image][et_pb_text _builder_version=“4.27.7″ text_font=“|300|||||||“ custom_margin=“|40px|7px|||“ hover_enabled=“0″ global_colors_info=“{}“ sticky_enabled=“0″]<\/p>\n

    P\u0159evod leadu na p\u0159\u00edle\u017eitost<\/strong><\/p>\n

    Jakmile se rozhodnete z leadu vytvo\u0159it p\u0159\u00edle\u017eitost, m\u016f\u017eete to ud\u011blat jedn\u00edm kliknut\u00edm. Otev\u0159ete lead, p\u0159epn\u011bte do editace a klikn\u011bte na Vytvo\u0159it novou p\u0159\u00edle\u017eitost (1). <\/span><\/p>\n

      <\/ol>\n

      [\/et_pb_text][et_pb_image src=“https:\/\/www.teamogy.com\/wp-content\/uploads\/Lead_To_Opportunity-scaled.webp“ title_text=“Lead_To_Opportunity“ show_in_lightbox=“on“ _builder_version=“4.27.7″ custom_margin=“|40px||||“ hover_enabled=“0″ box_shadow_style=“preset2″ locked=“off“ global_colors_info=“{}“ sticky_enabled=“0″][\/et_pb_image][et_pb_text _builder_version=“4.27.7″ text_font=“|300|||||||“ min_height=“139.2px“ custom_margin=“-23px|40px|-33px|||“ custom_padding=“||0px|||“ hover_enabled=“0″ global_colors_info=“{}“ sticky_enabled=“0″]<\/p>\n

      Souvisej\u00edc\u00ed \u010dl\u00e1nky:<\/span><\/strong><\/p>\n