{"id":51658,"date":"2021-02-25T12:07:24","date_gmt":"2021-02-25T12:07:24","guid":{"rendered":"https:\/\/www.teamogy.com\/uncategorized-pl\/easy-start-accurate-contacts-database\/"},"modified":"2021-03-26T08:21:35","modified_gmt":"2021-03-26T08:21:35","slug":"easy-start-accurate-contacts-database","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/pl\/tip-tricks\/easy-start-accurate-contacts-database\/","title":{"rendered":"1. Dok\u0142adna baza danych kontakt\u00f3w"},"content":{"rendered":"\n[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;4.7.7&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/Contacts_icon_orange.svg&#8221; title_text=&#8221;Contacts_icon_orange&#8221; _builder_version=&#8221;4.7.7&#8243; _module_preset=&#8221;default&#8221; width=&#8221;70px&#8221; height=&#8221;100px&#8221; custom_margin=&#8221;||||false|false&#8221; custom_css_main_element=&#8221;display: flex;||flex-direction: column;||justify-content: center;&#8221; locked=&#8221;off&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.7.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; header_text_align=&#8221;left&#8221; header_4_font=&#8221;|700|||||||&#8221; header_4_text_color=&#8221;#ff4c00&#8243; custom_margin=&#8221;-119px|||100px|false|false&#8221; locked=&#8221;off&#8221;]<h4>1. Dok\u0142adna baza danych kontakt\u00f3w<\/h4>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.7.7&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;60px||40px||false|false&#8221; locked=&#8221;off&#8221;]<p><span>Podr\u00f3\u017c z Teamogy zaczyna si\u0119. Pierwszym krokiem do opanowania Teamogy jest uzyskanie kontroli nad setkami i tysi\u0105cami kontakt\u00f3w, kt\u00f3re ka\u017cda firma przechowuje. Skorzystaj z funkcji Teamogy, aby uporz\u0105dkowa\u0107 klient\u00f3w i brandy, rozr\u00f3\u017cni\u0107 dostawc\u00f3w wed\u0142ug rodzaju us\u0142ug i uporz\u0105dkowa\u0107 ogromn\u0105 liczb\u0119 r\u00f3\u017cnych kontakt\u00f3w.<\/span><\/p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.7.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|300|||||||&#8221; header_5_line_height=&#8221;1.4em&#8221; background_color=&#8221;#ffffff&#8221; custom_margin=&#8221;||80px||false|false&#8221; custom_padding=&#8221;20px|40px||40px|false|false&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; border_color_all=&#8221;#ff4c00&#8243; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;68px&#8221; box_shadow_spread=&#8221;-29px&#8221; locked=&#8221;off&#8221;]<h5>W uporz\u0105dkowaniu czego w twojej firmie mo\u017ce pom\u00f3c Teamogy?<\/h5>\n<ul>\n<li>Wprowadzone kontakty s\u0105 dost\u0119pne zawsze i wsz\u0119dzie.<\/li>\n<li>Wsp\u00f3\u0142pracuj g\u0142\u00f3wnie z zatwierdzonymi i zweryfikowanymi dostawcami.<\/li>\n<li>Tw\u00f3rz joby dla odpowiednich klient\u00f3w i brand\u00f3w.<\/li>\n<li>Wystawiaj faktury dla klient\u00f3w z prawid\u0142owymi adresami rozliczeniowymi i terminami p\u0142atno\u015bci.<\/li>\n<\/ul>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.7.7&#8243; text_font=&#8221;|300|||||||&#8221; text_font_size=&#8221;20px&#8221; header_font=&#8221;||||||||&#8221; header_3_font=&#8221;||||||||&#8221; header_6_line_height=&#8221;1.3em&#8221; custom_margin=&#8221;||40px||false|false&#8221; locked=&#8221;off&#8221;]<h6>Konkretny przyk\u0142ad:<\/h6>\n<h6><span style=\"color: #ff4c00;\"><strong>Pozyskali\u015bmy nowego klienta. Wprowad\u017amy go poprawnie do systemu.<\/strong><\/span><\/h6>[\/et_pb_text][et_pb_tabs _builder_version=&#8221;4.7.7&#8243; body_font=&#8221;||||||||&#8221; tab_font=&#8221;||||||||&#8221; border_width_all=&#8221;0px&#8221;][et_pb_tab title=&#8221;1. Uzupe\u0142nienie podstawowych informacji o firmie&#8221; _builder_version=&#8221;4.7.7&#8243; body_font=&#8221;|300|||||||&#8221; tab_font=&#8221;||||||||&#8221;]<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;\">Wa\u017cne jest, aby poprawnie wype\u0142ni\u0107 formularz, podaj\u0105c nazw\u0119 firmy, adres i inne dane.<\/span><\/p>\n<p><span style=\"font-size: 16px;\">W niekt\u00f3rych krajach system oferuje szczeg\u00f3\u0142owe informacje o kliencie z rejestru handlowego.<\/span><\/p>\n<p><span>Dane te s\u0105 nast\u0119pnie wykorzystywane do tworzenia dokument\u00f3w, job\u00f3w lub faktur.<\/span><\/p>\n<\/div>\n<\/div>[\/et_pb_tab][et_pb_tab title=&#8221;2. Dodawanie kontaktu do firmy&#8221; _builder_version=&#8221;4.7.7&#8243; body_font=&#8221;|300|||||||&#8221;]<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>Dodaj do firmy osob\u0119, z kt\u00f3r\u0105 b\u0119dziesz si\u0119 komunikowa\u0107.<\/span><span style=\"font-weight: 400;\"><\/span><\/p>\n<p><span>Mo\u017cesz doda\u0107 tyle kontakt\u00f3w, ile chcesz. Dodaj szczeg\u00f3\u0142y, takie jak &#8211; numer telefonu kom\u00f3rkowego, konto Skype, adres e-mail itp. do ka\u017cdego kontaktu.<\/span><\/p>\n<\/div>\n<\/div>[\/et_pb_tab][et_pb_tab title=&#8221;3. Firma staje si\u0119 klientem z wieloma brandami&#8221; _builder_version=&#8221;4.7.7&#8243; body_font=&#8221;|300|||||||&#8221;]<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>Zidentyfikuj firm\u0119 jako klienta w zak\u0142adce szczeg\u00f3\u0142\u00f3w. <\/span><\/p>\n<p><span>Zmiana statusu firmy na klienta pozwala na dodanie wielu brand\u00f3w, kt\u00f3re mo\u017cesz wykorzysta\u0107 do tworzenia job\u00f3w.<\/span><\/p>\n<p>Brandy w Teamogy umo\u017cliwiaj\u0105 filtrowanie rentowno\u015bci ka\u017cdego brandu w raportach finansowych.<\/p>\n<\/div>\n<\/div>[\/et_pb_tab][et_pb_tab title=&#8221;4. Tworzymy job dla nowego klienta&#8221; _builder_version=&#8221;4.7.7&#8243; body_font=&#8221;|300|||||||&#8221;]<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>Gratulujemy, mo\u017cesz ju\u017c stworzy\u0107 pierwszy job dla klienta i jego brandu.<\/p>\n<\/div>\n<\/div>[\/et_pb_tab][\/et_pb_tabs][et_pb_text _builder_version=&#8221;4.7.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|300|||||||&#8221; header_5_line_height=&#8221;1.4em&#8221; background_color=&#8221;#ffffff&#8221; custom_margin=&#8221;80px||80px||false|false&#8221; custom_padding=&#8221;20px|40px||40px|false|false&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; border_color_all=&#8221;#ff4c00&#8243; box_shadow_style=&#8221;preset1&#8243; box_shadow_blur=&#8221;68px&#8221; box_shadow_spread=&#8221;-29px&#8221; locked=&#8221;off&#8221;]<h5>Jak wypr\u00f3bowa\u0107 wszystko bezpo\u015brednio w systemie:<\/h5>\n<ul>\n<li><span style=\"font-size: 16px;\">Utw\u00f3rz firm\u0119 wraz ze wszystkimi szczeg\u00f3\u0142ami (adres, dane rejestracyjne). Nast\u0119pnie oznacz firm\u0119 jako klienta i dodaj 2 brandy, razem z logo. Nie zapomnij doda\u0107 kilku tag\u00f3w do firmy.<\/span><\/li>\n<li><span style=\"font-size: 16px;\">Spr\u00f3buj wyszuka\u0107 klienta w kontaktach. Mo\u017cesz r\u00f3wnie\u017c utworzy\u0107 nowy job dla tego klienta i brandu.<\/span><\/li>\n<li><span>Szczeg\u00f3\u0142ow\u0105 instrukcj\u0119 mo\u017cna znale\u017a\u0107 tutaj:<br> <span style=\"color: #ff4c00;\"><a href=\"https:\/\/www.teamogy.com\/pl\/manual\/about-contacts\/\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Jak pracowa\u0107 z kontaktami w Teamogy.\" style=\"color: #ff4c00;\">Jak pracowa\u0107 z kontaktami w Teamogy.<\/a><\/span><\/span><\/li>\n<\/ul>[\/et_pb_text][et_pb_text disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; text_font_size=&#8221;20px&#8221; header_font=&#8221;||||||||&#8221; header_3_font=&#8221;||||||||&#8221; custom_margin=&#8221;-20px||40px&#8221; disabled=&#8221;on&#8221;]<p>Powi\u0105zane artyku\u0142y<\/p>[\/et_pb_text][et_pb_post_slider include_categories=&#8221;82&#8243; disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;3.21.4&#8243; disabled=&#8221;on&#8221;][\/et_pb_post_slider][et_pb_divider disabled_on=&#8221;on|on|on&#8221; _builder_version=&#8221;4.7.7&#8243; disabled=&#8221;on&#8221;][\/et_pb_divider][et_pb_blurb title=&#8221;Skontaktuj si\u0119 z nami&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;%%85%%&#8221; icon_color=&#8221;#ff4c00&#8243; icon_placement=&#8221;left&#8221; content_max_width=&#8221;100%&#8221; _builder_version=&#8221;4.7.7&#8243; _module_preset=&#8221;default&#8221; header_level=&#8221;h5&#8243; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#ff4c00&#8243; body_font=&#8221;|300|||||||&#8221; body_text_color=&#8221;#000000&#8243; background_color=&#8221;#ededed&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;80px||80px||false|false&#8221; custom_padding=&#8221;20px|40px|20px|40px|false|false&#8221; hover_enabled=&#8221;0&#8243; border_radii=&#8221;on|10px|10px|10px|10px&#8221; border_color_all=&#8221;#ff4c00&#8243; locked=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243;]<p><span>Nie wahaj si\u0119 w ka\u017cdej chwili skontaktowa\u0107 si\u0119 z supportem Teamogy. Mo\u017cesz korzysta\u0107 z czatu online (wewn\u0105trz Teamogy lub w dowolnym miejscu <\/span><span style=\"color: #ff6600;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #ff6600;\">www.Teamogy.com<\/a><\/span><span> w prawym dolnym rogu) a otrzymasz szybk\u0105 odpowied\u017a.<\/span><\/p>\n[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_6&#8243; _builder_version=&#8221;4.7.7&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;|600|||||||&#8221; body_text_color=&#8221;#000000&#8243; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;1.6em&#8221; background_color=&#8221;rgba(0,0,0,0)&#8221; custom_margin=&#8221;||||false|false&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; custom_padding=&#8221;|||20px|false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;|||0px|false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;#b3b3b3&#8243; border_width_top=&#8221;0px&#8221; border_color_top=&#8221;#ff4c00&#8243; border_style_top=&#8221;dotted&#8221; border_width_left=&#8221;2px&#8221; border_color_left=&#8221;#ff4c00&#8243; border_style_left=&#8221;dotted&#8221; border_style_all_tablet=&#8221;&#8221; border_style_all_phone=&#8221;none&#8221; border_style_all_last_edited=&#8221;on|phone&#8221; border_width_top_tablet=&#8221;2px&#8221; border_width_top_phone=&#8221;2px&#8221; border_width_top_last_edited=&#8221;on|desktop&#8221; border_width_left_tablet=&#8221;0px&#8221; border_width_left_phone=&#8221;0px&#8221; border_width_left_last_edited=&#8221;on|tablet&#8221; locked=&#8221;off&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; _builder_version=&#8221;3.22&#8243;][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"<p>1. Dok\u0142adna baza danych kontakt\u00f3wPodr\u00f3\u017c z Teamogy zaczyna si\u0119. Pierwszym krokiem do opanowania Teamogy jest uzyskanie kontroli nad setkami i tysi\u0105cami kontakt\u00f3w, kt\u00f3re ka\u017cda firma przechowuje. Skorzystaj z funkcji Teamogy, aby uporz\u0105dkowa\u0107 klient\u00f3w i brandy, rozr\u00f3\u017cni\u0107 dostawc\u00f3w wed\u0142ug rodzaju us\u0142ug i uporz\u0105dkowa\u0107 ogromn\u0105 liczb\u0119 r\u00f3\u017cnych kontakt\u00f3w.W uporz\u0105dkowaniu czego w twojej firmie mo\u017ce pom\u00f3c Teamogy? Wprowadzone [&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-51658","post","type-post","status-publish","format-standard","hentry","category-tip-tricks"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts\/51658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/comments?post=51658"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/posts\/51658\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/media?parent=51658"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/categories?post=51658"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/pl\/wp-json\/wp\/v2\/tags?post=51658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}