Workshop Zoho CRM - Administrador

7/22/2019 Workshop Zoho CRM - Administrador

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\rmhongmoti lm Nlghohstrnlir

[iji BPG


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I`kmthvis

Nprmsmotnr is prhobhpnhs rmbursis li BPG n chg lm priphbhnr ni nlghohstrnlir

li shstmgn nutioighn pnrn;

Brhnr m nftmrnr bngpis5

Nbrmsbmotnr& rmoigmnr m bustighznr glufis5

Amrhr usurhis *hobfuhr& lmsnthvnr m mxbfuhr(5

Amrhr pmrghssms5

Amrnr wirecfiws5

Lmsmovifvmr rmfntrhis5

Brhnr wm` cirgufrhis5

Brhnr gilmfis lm m'gnhf5

Brhnr gilmfis lm pripistn& lmotrm iutrns cuobhionfhlnlms/


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rmn li Nlghohstrnlir

Tnrn nbmssnr n rmn li Nlghohstrnlir& vib lmvm bfhbnr oi `iti Biochaurni/

Sngis biojmbmr

nairn bnln ugn

lmssns

cuobhionfhlnlms.


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Biochaurnms Tmssinhs


5/85

Biochaurnms TmssinhsHocirgnms ln Biotn

Nfaugns pnrtms lmssn rmn pilmg smr mlhtnlns pmfis prprhis usurhis& bigi pir mxmgpfi&

smus lnlis pmssinhs/ Smkngis i qum tmgis omfn;

Nquh& ug usurhi bigug& pilm mlhtnr smu Oigm& Ri`rmoigm m Tsmulohgi/

Motrmtnoti& sun Cuoi m Tmrchf s pilmg smr nftmrnlis pmfi Nlghohstrnlir li shstmgn/

]gn oitn hgpirtnotm; ug Nlghohstrnlir oi pilm nftmrnr sun prprhn Cuoi iu Tmrchf/


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hgpirtnotsshgi i prmmobjhgmoti lmssn rmn& pihs i cusi jirrhi msbifjhli nquh lmchohr i

jirrhi m prnzis lm rmnfhzni lns tnrmcns/ ]g usurhi bigug tng`g pilm mlhtnr mssn rmn/


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Omssm mspni& lmvmgis bifibnr i molmrmi m biotnti li usurhi/ Mspni mssm& qum tng`g

pilm smr prmmobjhli pmfi prprhi usurhi/


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Nquh& bifibnrmgis n oissn Nsshonturn lm m'gnhf/ ^unoli movhnrgis ug m'gnhf ni bfhmotm

pir gmhi li BPG& mstm k vnh big oissn Nsshonturn/ Bnln usurhi pilm bifibnr n sun

prprhn/


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Biochaurnms TmssinhsCirgnti li Oigm

Mstm rmbursi ois nkuln n pmrsionfhznr i cirgnti lis oigms lis ]surhis& Ipirtuohlnlms

m Biotntis/ Sib pilm lmchohr n irlmg lm Rnulni& Trhgmhri Oigm m Ri`rmoigm

biocirgm ns mxhaobhns li smu omabhi/


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Biochaurnms Tmssinhs\mgns

Nquh lmchohgis ns birms li fnyiut li OIRRI BPG/

Trhgmhri msbifjmgis sm qumrmgis ns birms Tnlri iu sm lmsmkngis Tmrsionfhznr/ Tnrn

pmrsionfhznr tmgis is htmos;

' Auhn Oirgnf; Lmchom n bir li gmou supmrhir& iolm msti is oigms lis glufis/

' Ciotm ln Auhn Oirgnf; Lmchom n bir lis oigms li glufi/

' Auhn Rmfmbhionln; Lmchom n bir li glufi qum mstngis trn`nfjnoli oi gigmoti/

' Ciotm lm Auhn Rmfmbhionln; Lmchom n bir li oigm li glufi qum mstngis trn`nfjnoli

oi gigmoti/


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Biochaurnms Tmssinhs\mgns

On ipi Cuoli pilm'sm msbifjmr n bir li cuoli ln tmfn li shstmgn/ Bistugn'sm

msbifjmr n bir li cuoli ln fiai& pnrn qum chqum mstmthbngmotm gmfjir/

K n ipi Fnyiut cnr lhcmrmon mg bigputnlirms big i giohtirms guhti mspmbchbis&

pihs gnrbnoli i htmg Nkustnr tmfn i shstmgn sicrm ugn nftmrni mg smu pnlri&

nkustnoli'sm tmfn li usurhi/


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Biochaurnms TmssinhsPmahstri lm Nulhtirhn

Mssm rmbursi gistrn tilns ns nms cmhtns ois rmahstris pmfis usurhis li shstmgn/

Tilmgis vhsunfhznr mssns ntunfhznms bfnsshchbnoli pir ]surhi& Glufi iu \hpi lm

Ni/


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Biochaurnms Tmssinhs@BB Lrip`ix

Big mssm rmbursi pilmgis brhnr oivis Fmnls big gnhs vmfibhlnlm/ Ni movhnr ug m'

gnhf pnrn nfaug m nlhbhionr on bphn ibuftn lmssm m'gnhf ug molmrmi cirombhli pir

mssn cuobhionfhlnlm *gnrbnli on hgnamg nbhgn(& i shstmgn cnz ugn fmhturn oi BPG

pnrn nvnfhnr sm mssn pmssin k mst bnlnstrnln iu oi/ Oi mstnoli& ug oivi Fmnl

amrnli nutignthbngmotm/ N bnln m'gnhf movhnli& usnoli mssm molmrmi mg bphn

ibuftn& i gmsgi smr arnvnli/


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]surhis m pmrghssms]surhis

Omssm mspni tmgis n fhstn lis usurhisbnlnstrnlis oi BPG/ Nquh tmgis n

vhsh`hfhlnlm lis usurhis qum k nbmhtnrng

i biovhtm pnrn sm rmahstrnrmg oi shstmgn m

is qum nholn msti pmolmotms& bigi

gistrn oissi mxmgpfi ni fnli *mg nzuf(/

\ng`g omssm mspni qum tmgis n pissh`hfhlnlm lm Nlhbhionr iu Lmsnthvnr usurhis/

Tnrn Lmsnthvnr ug usurhi li shstmgn& `nstn gnrbnr i bnlnstri li gmsgi oi BPG& m

lmpihs bfhbnr mg Lmsnthvnr& bigi gistrn oissi smauoli mxmgpfi *mg vmrlm(/

hgpirtnotm snfhmotnr qum ug usurhi Lmsnthvnli li BPG oi tmr gnhs nbmssi ni shstmgn&

gns n fhbmon rmfnthvn n mssm usurhi biothoun nthvn m pilm smr usnln nbrmsbmotnli ug

iutri usurhi oi fuanr/


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]surhis m pmrghssms]surhis

Tnrn Nlhbhionr ug oivi usurhi& bfhqum oi `iti gistrnli on hgnamg nbhgn/ Lmpihs&

prmmobjn i cirgufrhi qum n`rhr m bfhqum mg Rnfvnr/ Omssm gigmoti& ug biovhtm smr

movhnli pnrn i m'gnhf bnlnstrnli oi cirgufrhi/ I oivi usurhi lmvmr nbmhtnr mssm

biovhtm& prmmobjmoli ns hocirgnms qum vhri oi m'gnhf mg qumsti/


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]surhis m pmrghssmsTmrchs

Tmrchs n rmn li BPG qum lmchom i thpi lm nbmssi qum is usurhis tmri oi shstmgn/

holhbnli qum ugn gmsgn mquhpm m ) iu lmpnrtngmoti tmojn i gmsgi Tmrchf& iu

smkn& qum tmojng ns gmsgns pmrghssms/ Tnrn brhnr ugn Oivi Tmrchf& `nstn bfhbnr oi

`iti gistrnli on hgnamg nbhgn& m gnrbnr iu lmsgnrbnr is htmos lm nbmssi lhspiovmhs

oi BPG/


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]surhis m pmrghssmsTmrchs

Smkn n qunothlnlm lm Tmrchs lhcmrmotms qum pilmgis brhnr mg bnln vmrsi li BPG;

h h


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]surhis m pmrghssmsCuoms

oi mspni lm Cuoms qum rmprmsmotngis n jhmrnrquhn lmchohln mg oissn mgprmsn&

nsshg bigi i bigpnrthfjngmoti lm lnlis motrm ns mquhpms/ Nquh& qumg mst nbhgn tmgnbmssi n tilis is rmahstris ln Cuoi su`irlhonln n mfm& biotuli& qumg mst n`nhxi& oi

vhsunfhzn is rmahstris lm smus supmrhirms/ Cuoms lhcmrmotms& gns qum msti oi gmsgi ovmf

jhmrrquhbi pilmg iu oi bigpnrthfjnr smus rmahstris/ Tnrn qum hssi nbiotmn& `nstn gnrbnr

n ipi Bigpnrthfjnr lnlis big tmrbmhris oi gigmoti lm brhnr tnf Cuoi/

] h h


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]surhis m pmrghssmsCuoms

Smkn n qunothlnlm lm ovmhs lm Cuoms lhcmrmotms pilmgis brhnr mg bnln vmrsi li

BPG;

] h h


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]surhis m pmrghssmsArupis+

I rmbursi lmoighonli Arupis cih lmsmovifvhli pnrn qum usurhis qum oi cnzmg pnrtm

lm ugn gmsgn mquhpm m jhmrnrquhn pissng bigpnrthfjnr rmahstris bnsi smkn ombmssrhi/

Lmssn cirgn& prmbhsi smfmbhionr mssms usurhis m bfhbnr mg Rnfvnr/


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]surhis m pmrghssmsBiochaurni li bigpnrthfjngmoti lm lnlis

K sm msthvmr smfmbhionli i nbmssi Fmhturn)arnvni)mxbfusip`fhbns tilis tg nbmssi

fh`mrnli nis rmahstris lm smus bifmans& sm cirmg lm ugn gmsgn Cuoi/

Nquh sm lmchom sm pmssins lm

ugn gmsgn Cuoi pilmg

bigpnrthfjnr lnlis motrm sh/ Rm

mg nfaug glufi msthvmr

smfmbhionli qum i nbmssi

Trhvnli& is usurhis s

pilmri vmr is smus prprhis

rmahstris& gmsgi qum mstmkng

ougn gmsgn Cuoi/

] h h


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]surhis m pmrghssmsTmrghssms lm bngpis m fhoes

Omssn rmn li shstmgn& pilmgis

ibuftnr ug ohbi bngpi lm ug

glufi ln vhsi lm ug Tmrchf/

Hssi shaohchbn lhzmr qum& gmsgi

qum is usurhis lm ug

lmtmrghonli Tmrchf tmojng nbmssi

n ug glufi& pilmgis thrnr ug

iu nfauos bngpis ln vhsi lmssm

Tmrchf smg qum tili i cirgufrhi

smkn ibuftnli/

] h h


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]surhis m pmrghssms]surhis li [iji gnhf Nll'io

Omssn rmn& pilmgis vhsunfhznr& m tng`g amrhr& qunhs lis usurhis li shstmgn tg nbmssi

ni [iji gnhf m qunf i smu thpi lm biotn/

B ch l I h


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Biochaurnms ln IranohzniLmtnfjms ln mgprmsn

Nsshg bigi thvmgis ns hocirgnms li usurhi& nquh tmrmgis ns hocirgnms m lnlis ln

Mgprmsn/ Biotuli& mssn rmn sigmotm pilmg smr mlhtnln pmfi Nlghohstrnlir li shstmgn/

Biochaurnms ln Iranohzni


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Biochaurnms ln IranohzniNoi Chsbnf

Oirgnfgmotm i hobhi li Noi Chsbnf lm ugn mgprmsn lmchohli bigi Knomhri/ Motrmtnoti&

bnsi mg nfaugn mgprmsn smkn lhcmrmotm nquh qum pilmgis nftmrnr i gs lm hobhi/ Hssi

nftmrnr tng`g is rmfntrhis qum movifvmg mssm pmrili m n prmvhsi cmhtn pmfi BPG/



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Biochaurnms ln IranohzniBiphnr Tmrsionfhzni

I rmbursi lm BiphnrTmrsionfhzni smrvm pnrn qum sm pissn cnzmr& fhtmrnfgmotm& n bphn

lm ugn BPG pnrn iutri/ Hssi nbiotmbm& pir mxmgpfi& oi bnsi lm ugn mgprmsn qum tmgchfhnhs& gns qum oi qumrmg bigpnrthfjnr is smus rmahstris/ Mstns pilmg tmr bnln ugn ug

shstmgn& gns qum tg n gmsgn pmrsionfhzni oi qum smr rmcmrm nis glufis& bngpis&

wirecfiws m gilmfis lmsmovifvhlis/



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Biochaurnms ln IranohzniJirrhi Bigmrbhnf+

Nquh sm lmchom i jirrhi bigmrbhnf ln mgprmsn& iu smkn& i jirrhi lm cuobhiongmoti/



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Biochaurnms ln IranohzniGimlns+

Nquh sm lmchom qunf n gimln pnlri n smr usnln m sun pmrsionfhzni& nsshg bigi

pilmgis nbrmsbmotnr iutrns gimlns& qum pilmg smr usnlns& n lmpmolmr li smuOmabhi/

FN@IPN\PHIR >& 0 m 2

Tmrsionfhzni


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TmrsionfhzniBngpis

Nquh mst ug lis gnhs hgpirtnotms *m shgpfms.( rmbursis li shstmgn; n brhni lm bngpis/

Trhgmhri& prmbhsi msbifjmr mg qunf glufi tnf bngpi smr brhnli/ Lmpihs prmbhsilmchohr qunf i thpi lm bngpi qum sm lmsmkn lmsmovifvmr/ Bifiqum ug oigm pnrn i bngpi m

snfvm/ Rm cir ug bngpi lm smfmi& lmvm'sm& tng`g& bifibnr ns ipms qum mfm hr

icmrmbmr/ Trioti& bngpi brhnli.

Tmrsionfhzni


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TmrsionfhzniBngpis

Smkn n qunothlnlm lm Bngpis lhcmrmotms pilmgis brhnr mg bnln vmrsi li BPG;

Tmrsionfhzni


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TmrsionfhzniFhoes

Mstm ug iutri gmhi lm brhnr bngpis& biotuli& omssm bnsi& si bngpis lm Fhoe/ ûnoli

sm brhn ug bngpi lmstm thpi mfm cnr nssibhni big ug iutri bngpi li thpi tmxti pnrn

qum lmtmrghonln pahon on wm` smkn ùsbnln/ Tilmgis& pir mxmgpfi& lmchohr qum mssm

bngpi tmojn i molmrmi li Cnbmìie/ Brhngis ug bngpi tmxti pnrn qum smkn prmmobjhli

i oigm li Cnbmìie lm ug bfhmotm/ Nssibhnli ni fhoe www/cnbmìie/big)& i gmsgi

arnvnr n pahon li Cnbm lmstm bfhmotm mg oissi cirgufrhi/

Tmrsionfhzni


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TmrsionfhzniFnyiuts

Fnyiut i mspni iolm lmchohgis n lhspishi lis bngpis oi cirgufrhi lm bnln glufi/

@nstn msbifjmr i glufi qum vib qumr nkustnr i fnyiut& bfhbnr mg ug bngpi m nrrnst'fint n pishi lmsmknln/ Rm quhsmr brhnr iutrn smi pnrn smpnrnr i cirgufrhi mg thpis lm

lnlis lhcmrmotms& s bfhbnr oi `iti Brhnrsmi m oigm'fn biocirgm ombmsshtnr/

Tmrsionfhzni


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TmrsionfhzniAuhns

Mssm iutri rmbursi hgpirtnotm li oissi BPG/ Auhn shaohchbn Glufi/ Lmssn cirgn&iranohznr auhns shaohchbn lmchohr qunhs glufis smri usnlis oi smu shstmgn m mg qunf

irlmg mfms npnrmbmri oi gmou supmrhir/ Is glufis qum lmsmkn uthfhznr lmvmg chbnr on

bifuon AuhnsRmfmbhionlns m n irlmg mg qum npnrmbmri smaum n smquobhn lm bhgn pnrn

`nhxi/

Tmrsionfhzni


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TmrsionfhzniAuhns

Iutrn ipi& nholn oi mspni lm Auhns n pissh`hfhlnlm lm rmoigm'fns& bifibnoli bigis oigms k usunhs mg sun mgprmsn/ Tnrn hssi& `nstn bfhbnr oi `iti PmoigmnrAuhns m

lmpihs mg Pmoigmnr ni fnli li glufi qum lmsmkn nftmrnr i oigm/ prmbhsi bifibnr i

oigm lmsmknli oi Tfurnf m lmpihs oi Rhoaufnr pnrn qum tilis is rmahstris rmfnbhionlis

tng`g smkng rmoigmnlis/

Tmrsionfhzni


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TmrsionfhzniTriburnr fnyiut

Triburnr fnyiut onln gnhs li qum msbifjmr is bngpis qum npnrmbmri ugn vmz qum

jiuvmr ugn `usbn oi smnrbj li BPG/ Hsti & pilmgis lmchohr qunhs bngpis lm bnln

glufi qum n `usbn trnr qunoli i smnrbj cir uthfhznli/

Tmrsionfhzni


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TmrsionfhzniFhstn rmfnbhionln

Fhstn rmfnbhionln tng`g biojmbhln bigi su`pnhomf& iu smkn& si ntnfjis qum tmgis mgbnln rmahstri li BPG qum ois l nbmssi lhrmti n iutris glufis/ Omssn rmn& pilmgis

msbifjmr qunhs bngpis lm ug glufi npnrmbmri on fhstn rmfnbhionln qum rmprmsmotn mssm

glufi/ @nstn smfmbhionr i glufi mg Fhstn lm Glufis m lmpihs nlhbhionr on bifuon

lmoighonln BifuonsRmfmbhionlns is bngpis qum vib qumr on fhstn rmfnbhionln/

Tmrsionfhzni


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Nprivmhtnoli qum mstngis cnfnoli lm Fhstn Pmfnbhionln& vngis snhr s ug piuquhoji ln

rmn Biochaurni pnrn gistrnr bigi msbifjmr is glufis qum lmvmg npnrmbmr bigiFhstn rmfnbhionln/

Trhgmhri msbifjn ug

glufi oi gmou m

lmpihs msbifjn qunfqumr

ug lis rmahstris lmssm

glufi/ Ns fhstns qum

vib lmchohr pnrn ug

rmahstri vnfmr pnrn tilis

is iutris lmssm glufi/

Tmrsionfhzni


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Ni motrnr mg ug rmahstri bfhqum oi sg`ifi gistrnli on hgnamg nbhgn m lmpihs

bfhqum mg Iranohznr lmtnfjms Ipirtuohlnlm/ Fmg`rnoli qum mg bnln glufi mssm`iti tmr i oigm li glufi mg qumsti/

Tmrsionfhzni


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Tir fthgi& nlhbhiom bifuon FhstnRmfmbhionln nqumfms su`pnhohs qum vib lmsmkn

tmr bigi rmfnbhionlis nis smus rmahstris/

Tmrsionfhzni


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TmrsionfhzniAuhns Qm`+

Siftnoli n rmn lm Biochaurni;

Auhn wm` smrvm pnrn vib nbrmsbmotnr& bigi ug

glufi& nfaugn pahon iu shstmgn wm`/ Tir

mxmgpfi& sm lmsmkn qum lmotri li smu BPG tmojn

nbmssi lhrmti pnrn i Aiiafm& vib pilm nlhbhio'fi

bigi ugn Auhn Qm`& lmchohr qumg tmr nbmssi n

mssm glufi m mfm chbnr fibnfhznli oi gmou

supmrhir nsshg bigi is lmgnhs glufis li

shstmgn/

Tmrsionfhzni


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TmrsionfhzniBiochaurni lm Shsunfhzni Tmrsionfhznln

Nquh vib vnh lmchohr qunf lns vhsunfhznms qum bnln glufi lhspm smr n vhsunfhzni

pnlri/ Hssi shaohchbn qum n vhsunfhzni msbifjhln nquh smr n qum vnh smr nprmsmotnln

qunoli vib nbmssnr nfaug glufi/

N`rhrmgis iutri pnrotmsms nquh m snhrmgis oivngmotm ln rmn lm biochaurni pnrn

gistrnr bigi brhnr ugn Shsunfhzni Tmrsionfhznln/

Tmrsionfhzni


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Biochaurni lm Shsunfhzni Tmrsionfhznln

Bfhqum oi glufi mg qum lmsmkn brhnr n oivn vhsunfhzni/ Tnssm i giusm ni fnli li

gmou lm vhsunfhznms m npnrmbmr ug `iti big n ipi BrhnrShsunfhzni/ Bfhqum

oi gmsgi/

L ug oigm pnrn mssn vhsunfhzni m

lmpihs nlhbhiom mg BifuonsRmfmbhions

is bngpis qum vib lmsmkn qum npnrmn

ni uthfhznr mssn vhsunfhzni/

Tmrsionfhzni


43/85

Biochaurni lm Shsunfhzni Tmrsionfhznln

Rmfmbhiom qumg pilmr tmr nbmssi n mssn vhsunfhzni/

Tir fthgi& prmbhsi nbrmsbmotnr i*s( brhtrhi*s( qum lmchohr*i( mssn vhsunfhzni/

Tnrn hssi& msbifjn ug bngpi& lmchon i thpi lm rmspistn qum mfm vnh tmr m bifiqum oi

fthgi qunlrnli n rmspistn mspmrnln/ Sib pilm nbrmsbmotnr qunotis brhtrhis

cirmg ombmssrhis& fmg`rnoli qum qunoti gnhs brhtrhis vib nbrmsbmotnr& gnhs

mspmbchbn smr sun vhsunfhzni/

Bfhqum mg Rnfvnr/

FN@IPN\PHIR


44/85

Nutigni

Trhgmhri bfhqum mg Oivn Pmarn/ Lmpihs smfmbhiom i glufi pnrn qunf n rmarn smr amrnln&

l ug oigm pnrn mssn rmarn m cnn ugn `rmvm lmsbrhi lm bigi mfn lmvm cuobhionr/

Bfhqum mg Trxhgi/

Iutrn hgpirtnotsshgn rmn li oissi shstmgn/ Nquh mobiotrng'sm is rmbursis pnrn brhni

lm wirecfiws& iu smkn& amrni N]\IG\HBN lm tnrmcns& nfmrtns iu ntunfhzni lm bngpis

oi shstmgn/ Sngis vmr mssm lmsmovifvhgmoti pnssi'n'pnssi/

N tigni


45/85

Brhnr N rmarn smr amrnln oi gigmoti mg qum ug rmahstri cir brhnli/

Mlhtnr N rmarn smr amrnln oi gigmoti mg qum ug rmahstri cir mlhtnli/

Brhnr iu Mlhtnr N rmarn smr amrnln oi gigmoti mg qum ug rmahstri cir brhnli iu

mlhtnli/

Ntunfhzni lm bngpi N rmarn smr amrnln tiln jirn qum ug bngpi cir ntunfhznli/

Npnanr N rmarn smr amrnln oi gigmoti mg qum ug rmahstri cir lmfmtnli/

Lmpihs msbifjn mg qunf

gigmoti mssn rmarn smr amrnln/

Snfm rmssnftnr qum on vmrsi

Tricmsshionf& sigmotm tmrmgis ns

2 prhgmhrns ipms *Brhnr&

Mlhtnr m Brhnr iu Mlhtnr(/ Smkn i

qum mfns shaohchbng;

Nutigni

Nutigni


46/85

Nairn& nsshg bigi chzmgis on brhni lm vhsunfhznms& prmbhsi nbrmsbmotnr i*s(

brhtrhi*s( qum lmchohr*i( mssn rmarn/ Tnrn hssi& msbifjn ug bngpi& qum smr ug bngpi

li cirgufrhi li glufi qum hohbhnfgmotm vib msbifjmu5 lmchon i thpi lm rmspistn mfm vnh

tmr m bifiqum oi fthgi qunlrnli n rmspistn mspmrnln/ Sib pilm nbrmsbmotnr qunotis

brhtrhis cirmg ombmssrhis/

Nutigni

Nutigni


47/85

]snoli ug mxmgpfi& lm amrnr ugn tnrmcn qunoli n Rhtuni lm ugn Ipirtuohlnlm cir

^unfhchbnoli& i brhtrhi nbhgn rmprmsmotn bfnrngmotm mssn biolhi/ Hssi ;

Msbifjmgis ug bngpi; IpirtuohlnlmRhtuni/

Msbifjmgis ug thpi lm rmspistn; & qum shaohchbn haunf n/

Lmchohgis n rmspistn; 0' ^unfhchbnoli/

Nquh ugn i`smrvni lm guhtn rmfmvobhn/ Oi mspni lmsthonli n bifibnr ugn rmspistn

mspmrnln oi brhtrhi& mstn lmvm smr MZN\NGMO\M HA]NF n bigi mfn npnrmbmr ni

prmmobjmr i bngpi& iu smkn& rmspmhtnoli ns fmtrns gnhsbufns& ghosbufns& mspnis&

ogmris m nbmotis/ Bnsi biotrrhi n rmarn oi cuobhionr/

Nutigni

Nutigni


48/85

Iutri pioti qum vnfm n pmon i`smrvnr si`rm i nbrsbhgi lm brhtrhis/ Ni nlhbhionrgisbrhtrhis pilmgis sig'fis iu msbifjmrgis motrm ugn m iutrn biolhi/ Tnrn signr 0

brhtrhis& `nstn smfmbhionr n ipi M oi bngpi qum surahr motrm mfms/ Bnsi qumhrngis

qum n rmarn nbiotmn qunoli ug iu iutri brhtrhi smkn ntmolhli& uthfhzngis n ipi I]/

Nutigni

Nutigni


49/85

I fthgi pnssi pnrn lmsmovifvmrgis ug wirecfiw lmchohr qunf thpi lm ni smr cmhtn n

pnrthr li gigmoti qum oissis brhtrhis cirmg snthscmhtis/ \mgis ns = ipms nbhgn on

vmrsi Motmrprhsm& m on vmrsi Tricmsshionf tmgis ns 0 prhgmhrns *Movhnr nfmrtns m Ntrh`uhr

tnrmcns(/ Sngis vmr bigi hgpfmgmotnr bnln ugn lmfn/

Nutigni

Nutigni


50/85

Ntrh`uhr tnrmcn; Nquh sm msbifjm ug usurhi pnrn rmbm`mr ugn tnrmcn qunoli i*s(

brhtrhi*s( cir*mg( snthscmhti*s(/

Ntunfhznr bngpis; Nquh sm msbifjm ug bngpi pnrn smr ntunfhznli qunoli i*s(

brhtrhi*s( cir*mg( snthscmhti*s(/ Qm`jiies lm bjngnln; Nquh& iutri shstmgn wm` rmbm`mr nfaug thpi lm hocirgni

qunoli i*s( brhtrhi*s( cir*mg( snthscmhti*s(/

Nbigpnojngmotis; Nquh sm msbifjm ug usurhi pnrn rmbm`mr ntunfhznms pnrn

nbigpnojnr ug rmahstri qunoli i*s( brhtrhi*s( cir*mg( snthscmhti*s(/

Movhnr nfmrtns; Nquh sm msbifjm ug usurhi *iu

gnhs( pnrn rmbm`mr ug m'gnhf qunoli i*s(

brhtrhi*s( cir*mg( snthscmhti*s(/ I tmxti li m'

gnhf& lmvm smr lmchohli mg Gilmfis lm m'gnhf

qum vmrmgis gnhs nlhnotm/

Nutigni

Nutigni


51/85

I fthgi rmbursi qum tmgis on amrni lm wirecfiw n pissh`hfhlnlm lm lmtmrghonr qum

oissn ni smkn amrnln oi mxntngmotm on jirn qum oissi brhtrhi smkn snthscmhti& gns

shg& nfaug tmgpi lmpihs *jirns iu lhns(/ Mssm tmgpi smr lmchohli ois bngpis lmssm

rmbursi/ Biotuli& mssn cuobhionfhlnlm sigmotm nthvn on vmrsi Motmrprhsm/

Chonfhzm bfhbnoli mg Rnfvnr.

Nutigni

FN@IPN\PHI :

Gilmfis


52/85

Gilmfis lm m'gnhf

Tilmgis usnr i Gilmfi lm M'gnhf pnrn 0 cuoms oi BPG/ Trhgmri& pnrn smrvhr lm

oithchbni mg ugn rmarn qum tmg i nfmrtn bigi ni/ Tilmgis tmr tng`g Gilmfislm M'gnhf pnrn movhnr s Ipirtuohlnlms mg cirgn lm bngpnojn iu nis Bfhmotms oi

gigmoti lm ugn omaibhni/ Mssm gilmfi guhti shgpfms lm smr lmsmovifvhli/

Smkngis;

Bfhqum mg Oivi Gilmfi/

Gilmfis


53/85

Gilmfis lm m'gnhf

Lm; Nquh& msbifjmgis mg oigm lm qunf usurhi mssm m'gnhf smr movhnli/

Nssuoti; Nquh& bifibngis i Nssuoti li m'gnhf& bigi tmgis mg ug m'gnhf usunf/

Pmspiolmr N; Bifibngis& nquh& ug molmrmi lm m'gnhf qum pissn rmbm`mr n rmspistn

lmssm m'gnhf& bnsi nfaug lmsthontrhi i rmspioln/

Nlhbhionr Nsshonturn li ]surhi; Gnrbnrmgis mssm bngpi sm lmsmknrgis qum oissn

nsshonturn smkn nbrmsbmotnln ni movhnr i m'gnhf/

Nomxnr nrquhvis; ]sngis mssm htmg pnrn nomxnr qunfqumr nrquhvi ni gilmfi/

\hpi lm Pmahstri; Trhgmhri& vngis msbifjmr n qunf

glufi sm nssibhn mssm gilmfi/ Oigm li Gilmfi; Nquh& lnrmgis ug oigm n mssm

gilmfi/

Nrgnzmonr si`; Nquh& lmchohrmgis mg qunf pnstn

mssm m'gnhf lmvm chbnr aunrlnli/

Gilmfis


54/85

Gilmfis lm m'gnhf

Tir chg& bifibngis i tmxti li m'gnhf gilmfi/ Tilmgis brhnr ug tmxti& iu nlhbhionr ug

J\GF/ Tnrn brhnr ug tmxti gnounfgmotm& tmgis n pissh`hfhlnlm lm bifibnrgis

hocirgnms li BPG pnrn smrmg prmmobjhlns oi gigmoti li movhi/ Smkn i mxmgpfi; I

shstmgn gm cirombmu ug blhai qum rmcmrm'sm ni oigm lis usurhis/ Omssm bnsi& ni

movhnr mssm m'gnhf n ug usurhi& oi fuanr li blhai vhr i oigm li gmsgi/ Tilmgis

cnzmr hssi big tilis is bngpis mxhstmotms oi shstmgn& rmspmhtnoli npmons n rmfni lis

glufis motrm sh/

Gilmfis


55/85

Gilmfis lm Hovmotrhi

Gilmfis lm Hovmotrhi i gmsgi qum Gilmfis lm Tripistn/ Tnrn smrmg lmsmovifvhlis

mfms smaumg n gmsgn fahbn lis gilmfis lm m'gnhf/ N lhcmrmon mst on qunothlnlm lm

glufis pissvmhs lm brhni lmssm gilmfi/ \mgis nquh npmons is smauhotms glufis;

Tripistns& Tmlhlis& Cnturns m Irlmos lm Bigprn/

Gilmfis


56/85

Gilmfis lm gmsbfnamg lm birrmhi

Mstm rmbursi& smaum gmsgn fhojn lis gilmfis notmrhirms& biotuli& nquh pilmgis hgpirtnr

libugmotis& pir mxmgpfi biotrntis& qum msti mg QIPL pnrn chbnrmg bigi gilmfi oi

shstmgn/

Gilmfis


57/85


Lmpihs lm hgpirtnli& is bngpis vnrhvmhs& bigi oigm ln Mgprmsn & oigm li Bfhmotm&

BOTK& lmotrm iutris& pilmg smr su`sthtulis pir blhais& pnrn qum smkng prmmobjhlispmfis lnlis li bfhmotm qunoli tnf gilmfi cir uthfhznli/

Gilmfis


58/85


Tnrn uthfhznr i gilmfi lm gmsbfnamg lm birrmhi& vib lmvm smfmbhionr n Mgprmsn pnrn qunf

movhnr i gilmfi& bfhbnr oi `iti GnhsNi gistrnli n`nhxi& m lmpihs smfmbhionr n ipiGmsbfnrBirrmhi/

Lmpihs& smfmbhiom i gilmfi lm gmsbfnamg lmsmknli/

Gilmfis


59/85


Bfhqum mg Biobfuhr m hotmrbnfnr pnrn qum is bngpis vnrhvmhs pissng smr

prmmobjhlis big is lnlis ln Mgprmsn smfmbhionln/ Lmpihs vib tmg ns smauhotms

ipms;

Trmvmr i libugmoti hotmrbnfnli; Shsunfhznr bigi i gilmfi chbiu nps i

prmmobjhgmoti big is lnlis ln Mgprmsn/

Movhnr libugmoti hotmrbnfnli pir m'gnhf; Movhnr ug m'gnhf big i gilmfi k

prmmobjhli/

Mlhtnr libugmoti hotmrbnfnli; Mlhtnr i gilmfi lmpihs lm prmmobjhli big is

lnlis ln Mgprmsn/

Hotmarni lm shtm ln wm`f h ` hl l


60/85

Cirgufrhi Qm`'pnrn'Ipirtuohlnlm

Big mssn cuobhionfhlnlm pilmgis lmsmovifvmr ug cirgufrhi mg J\GF& big bngpis li

cirgufrhi lm Ipirtuohlnlms *Fmnls(& qum pilm smr bifibnli oi shtm ln Mgprmsn m& oigigmoti mg qum cir prmmobjhli pir nfaug& k amrn ugn Ipirtuohlnlm lmotri li BPG/

L ug oigm n mssm cirgufrhi& bifiqum n

]PF pnrn rmtiroi m oigm li ligohi/

Tistmrhirgmotm& gnrqum is bngpis ln

Ipirtuohlnlm qum vib lmsmkn qum cnn

pnrtm li cirgufrhi/ Is bngpis i`rhantrhis

li cirgufrhi li BPG& i`rhantirhngmotm

lmvmg cnzmr pnrtm lmssm cirgufrhi wm`/

Hotmarni lm shtm ln wm`C f h Q ` I hl l


61/85

Cirgufrhi Qm`'pnrn'Ipirtuohlnlm

J tng`g iutris rmbursis rmfnbhionlis n mssn cuobhionfhlnlm/ Tilmgis biochaurnr pnrn

qum mssn Ipirtuohlnlm smkn nprivnln notms lm amrnr ug rmahstri oi BPG5 pilmgis msbifjmr

ug usurhi pnrn smr oithchbnli qunoli i cirgufrhi cir prmmobjhli oi shtm5 pilmgis lmchohr

rmarns lm cirgn qum lhcmrmotms thpis lm cirgufrhis *smkn lhcmrmotm thpi lm mgprmsn& iu lm

hotmrmssm& mtb( smkng lhrmbhionlis n lhcmrmotms usurhis m nholn pilmgis lmchohr ug gilmfi

lm m'gnhf qum smkn lhspnrnli pmssin qum prmmobjmu i cirgufrhi& bigi cirgn lm

narnlmbhgmoti ni biotnti cmhti iu pnrn iutri chg/

Hotmarni lm shtm ln wm`C f h Q ` B Q ` R


62/85

Cirgufrhi Qm`'pnrn'Biotnti m Qm`'pnrn'Rupirtm

Is gmsgis rmbursis nprmsmotnlis& notmrhirgmotm& smrvhri pnrn is Qm` Cirgufrhis lm

Biotnti m Rupirtm/

N lhcmrmon qum bnln ug hr pnrn smu rmspmbthvi glufi/

Hotmarni lm shtm ln wm`P l t t


63/85

Pmarns lm nutirrmspistn

Mg Pmarns lm nuti'rmspistn pilmgis lmchohr lhcmrmotms m'gnhfs lm rmtiroi& pnrn

lhcmrmotms ipirtuohlnlms& iu biotntis& iu supirtms qum vmojng lm wm` cirgufrhis/

@nstn lmchohr i brhtrhi m qunf m'gnhf smr movhnli qunoli mssm brhtrhi cir snthscmhti/

Hotmarni lm shtm ln wm`C f h l B f t l H h


64/85

Cirgufrhi lm Bnobmfngmoti lm Hosbrhi

I rmbursi lm Bnobmfngmoti lm Hosbrhi uthfhznli& kuoti nis m'gnhfs lm nuti'rmspistn&

m qum pissh`hfhtn ni lmsthontrhi li m'gnhf cnzmr i bnobmfngmoti lm sun hosbrhi on

Mgprmsn qum i movhiu mstm m'gnhf& i qum shaohchbn oi rmbm`mr gnhs omojug iutri lmssm

thpi/

Npfhbnthvis m supfmgmotisA f N


65/85

Aiiafm Npps

Nquh gistrngis n pissh`hfhlnlm lm

hotmarni big is smus Biotntis

li Aiiafm& bnsi vib tmojn ugn

biotn oi a'gnhf/

N rmn lm Npfhbnthvis m supfmgmotis gistrnr nfauos rmbursis qum& cnbhfgmotm& pilmg sm

hotmarnr ni BPG/

Iutrn hotmarni pissvmf& big i Bnfmolrhi li Aiiafm/ Smkn n`nhxi iolm chbn i bnfmolrhi

li [iji BPG;

Npfhbnthvis m supfmgmotis[iji Npps


66/85

[iji Npps

Nquh tmgis iutrns cmrrngmotns li prprhi [iji qum tng`g pilmg sm hotmarnr ni BPG/

Npfhbnthvis m supfmgmotisIutris Npfhbnthvis


67/85

Iutris Npfhbnthvis

N hotmarni tng`g pilm smr cmhtn big iutris Npfhbnthvis qum oi smkng omg li Aiiafm&

omg ln [iji/ Smkn;

Mspni lm lmsmovifvmlir


68/85

On rmn lm lmsmovifvmlir tmgis ns bjnvms lm NTH qum pissh`hfhtng nfaugns iutrns

hotmarnms lm iutris shstmgns big i BPG/ Mxmgpfi; MPT

Nlghohstrni lis lnlisGharnr lm iutri BPG


69/85

Gharnr lm iutri BPG

Nquh pilmgis cnzmr n gharni lm lnlis lm iutris shstmgns pnrn i BPG/ Tnrn hssi&

ombmssrhi qum is rmahstris mxpirtnlis lmstm shstmgn& smkn mg Mxbmf iu BRS/

Tnrn gharnr `nstn qum vib smfmbhiom i glufi pnrn qunf smr cmhti n gharni& nomxm i

nrquhvi oi shstmgn m cnn ug gnpmngmoti Lm)Tnrn lns bifuons li nrquhvi pnrn is

bngpis li BPG/

Nlghohstrni lis lnlisJhstrhbi lm Hgpirtni


70/85

Jhstrhbi lm Hgpirtni

Mg jhstrhbi lm hgpirtni tmgis tuli nquhfi qum cih hgpirtnli pnrn i BPG& big lntn&shtuni m usurhi qum cmz n hgpirtni/

FN@IPN\PHI 8

Nlghohstrni lis lnlisMxpirtnr Lnlis


71/85

Mxpirtnr Lnlis

Nsshg bigi tmgis n pissh`hfhlnlm lm hgpirtnr lnlis pnrn i BPG& tmgis nquh n

pissh`hfhlnlm lm mxpirtnr mssms lnlis/ Mssms lnlis vhri oi cirgnti BRS m n mxpirtni

pilm smr cmhtn n pnrthr lm qunfqumr glufi/

Nlghohstrni lis lnlis@nbeup lm Lnlis


72/85

@nbeup lm Lnlis

pissvmf& tng`g& sifhbhtnr i `nbeup li shstmgn& smkn smgnonf& n bnln >= lhns iu gmosnf/

Biotuli& pnrn tnf prmbhsi pnanr ugn tnxn lm ,>4 n bnln `nbeup sifhbhtnli/

Nlghohstrni lis lnlisNrgnzmongmoti


73/85

Nrgnzmongmoti

N rmn lm nrgnzmonamg oi guhti ug rmbursi& gns shg ug hocirgnthvi/ Nquh tmgis n

vhsh`hfhlnlm li mspni qum tmgis oi shstmgn lm nrgnzmonamg lm lnlis m i qunoti mst

smoli ibupnli pir bnln usurhi m oi titnf/

Nlghohstrni lis lnlisFhxmhrn


74/85

Fhxmhrn

On Fhxmhrn li oissi BPG tmgis tilis is rmahstris qum cirng mxbfulis li shstmgn m i

oigm li usurhi qum is mxbfuhu/ Mssms rmahstris chbng on fhxmhrn pir 34 lhns& m omssm

pmrili pilmg smr rmstnurnlis smg omojug pri`fmgn iu busti/ Motrmtnoti& pnssnli is

34 lhns& sm vib lmsmknr nfaug lnli mxbfuli li BPG& s smr pissvmf pir gmhi li

@nbeup/

Amrmotm lm Nsshonturns


75/85

Bjmangis ni fthgi rmbursi ln pnrtm Nlghohstrnthvn li oissi [iji BPG/ Nquh pilmgis

amrmobhnr ns fhbmons li shstmgn/ \noti oi qum sm rmcmrm n vhsh`hfhlnlm lm bigi m n qumg

mssns fhbmons cirng lhstrh`ulns& bigi tng`g nbigpnojnr i jhstrhbi lm nquhshi lns

gmsgns/

Pmfntrhis


76/85

Is Pmfntrhis oi [iji BPG msti fibnfhznlis oi gmou& kuoti nis lmgnhs glufis li

shstmgn/ Tir lmcnuft& lhvmrsis rmfntrhis k mxhstmg priotis mg oissi shstmgn/ Mfms mstismpnrnlis pir pnstns& m bnln pnstn rmprmsmotn ug glufi/ Motrmtnoti& pilmgis brhnr

iutris rmfntrhis m iutrns pnstns/ Sngis vmr bigi.

Pmfntrhis


77/85

Bfhqum mg Brhnrrmfntrhi/

Rmfmbhiom i glufi& rmcmrmotm ni qunf smr cmhti i rmfntrhi/ N`nhxi& vib pilm nbrmsbmotnr

nt 2 iutris glufis/ Mssms iutris glufis tng`g cirombmri lnlis pnrn nfhgmotnr smu

rmfntrhi/

Bfhqum mg Biothounr/

Pmfntrhis


78/85

\rs thpis lm rmfntrhis pilmg smr lmsmovifvhlis& biotuli& i gnhs usunf m qum ois ntmolm

guhti `mg i Pmfntrhi Pmsugi/ Rmfmbhiom mssm thpi lm rmfntrhi m bfhqum on n`n

Bifuons/

I@R; oi bfhqum mg Rnfvnr/

Pmfntrhis


79/85

Mg Bifuons vib lmvm smfmbhionr& nlhbhionoli mg Bifuons Rmfmbhionlns& is bngpis qum

vib lmsmkn nonfhsnr& li glufi smfmbhionli m lis iutris 2 glufis nssibhnlis/ Lmpihs&

bfhqum mg Narupngmoti/


Pmfntrhis


80/85

Mg Narupngmoti vib lmvm smfmbhionr i bngpi pmfi qunf ns hocirgnms li Pmfntrhi

lmvmg smr narupnlns/ Tilmgis tmr nt 2 ovmhs lm narupngmoti/ ]sunfgmotm& narupngisns hocirgnms pmfis Triprhmtrhis lns gmsgns/


Pmfntrhis


81/85

Mg Bifuons pnrn \itnf smr nprmsmotnli vib tilis nqumfms bngpis& li glufi qum

vib smfmbhioiu& bukis rmsuftnlis si lnlis ougrhbis/ Nsshg& vib tmg n ipi lm tmr n

Rign iu Glhn lmssms vnfirms/


Pmfntrhis


82/85

I fthgi pnssi pnrn amrni li Pmfntrhi n lmchohi lis Brhtrhis/ Nquh& is brhtrhis si

lmsmovifvhlis mxntngmotm bigi on brhni lm Qirecfiw/ M vi lm nbirli big ns

hocirgnms qum sm lmsmkn tmr/

I@R; Nairn shg& bfhqum mg Rnfvnr/

Pmfntrhis


83/85

Trioti.

I Pmfntrhi mst biobfuli m vib nholn tmg n ipi lm lmchohr n pnrthr lm qunf lntn nshocirgnms lmssm rmfntrhi lmvmg smr pribmssnlns/

FN@IPN\PHI >4& >> m >0

[iji BPG


84/85

N QHEH BIOR]F\IPHN LMRMKN N SIB M N R]N MGTPMRN \ILI I

R]BMRRI BIG ]\HFH[NI LI

[IJI BPG.

I`rhanln.

[iji BPG


85/85

Tmrauotns9

Workshop Zoho CRM - Administrador

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Transcript of Workshop Zoho CRM - Administrador