{"id":82436,"date":"2021-03-29T20:01:06","date_gmt":"2021-03-29T20:01:06","guid":{"rendered":"https:\/\/onedesk.com\/videos\/crear-y-administrar-clientes-en-un-escritorio\/"},"modified":"2022-06-17T16:47:00","modified_gmt":"2022-06-17T16:47:00","slug":"crear-y-administrar-clientes-en-un-escritorio","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/es\/videos\/crear-y-administrar-clientes-en-un-escritorio\/","title":{"rendered":"07. Creaci\u00f3n y gesti\u00f3n de clientes"},"content":{"rendered":"<p><strong><a href=\"https:\/\/onedesk.com\/videos\/onedesk-getting-started-customer-organizations\/\">V\u00eddeo actualizado<\/a><\/strong><\/p>\n<h2><strong>Transcripci\u00f3n:<\/strong><\/h2>\n<p>Para agregar clientes a su cuenta de OneDesk, simplemente seleccione la aplicaci\u00f3n &#8216;clientes&#8217; que se encuentra en la barra izquierda. Aqu\u00ed ver\u00e1 una lista de sus clientes organizada por las organizaciones de los clientes. Para agregar nuevos clientes, haga clic en &#8216;agregar&gt; Cliente &#8216;y complete el formulario.<\/p>\n<p>Lo que se requiere es una direcci\u00f3n de correo electr\u00f3nico. \u00a1Tambi\u00e9n puede optar por traer sus contactos de Google, Microsoft o Yahoo !. Complete este formulario y luego haga clic en &#8216;Crear y enviar invitaci\u00f3n&#8217; o &#8216;Crear&#8217;. Si crea y env\u00eda una invitaci\u00f3n, se enviar\u00e1 un correo electr\u00f3nico al cliente invit\u00e1ndolo a unirse a su organizaci\u00f3n y crear una contrase\u00f1a. Si simplemente hace clic en crear, no se enviar\u00e1 ning\u00fan correo electr\u00f3nico.<\/p>\n<p>Como puede ver, el cliente se ha agregado y no est\u00e1 en una organizaci\u00f3n de cliente. Puedo ponerlos en una organizaci\u00f3n de clientes simplemente arrastr\u00e1ndolos y solt\u00e1ndolos para que est\u00e9n en la organizaci\u00f3n de clientes.<\/p>\n<p>Para crear una nueva organizaci\u00f3n de clientes, puedo hacer clic en agregar, &#8216;Organizaci\u00f3n de clientes&#8217; y completar este formulario. Todo lo que se requiere es un nombre para la organizaci\u00f3n de sus clientes.<\/p>\n<p>Tambi\u00e9n puede atraer a sus clientes mediante la importaci\u00f3n. Haga clic en &#8216;herramientas&gt; import &#8216;, y lo que tendr\u00e1 que hacer aqu\u00ed es traer un archivo CSV que contenga al menos correo electr\u00f3nico, nombre y apellido. Una vez que adjunte ese archivo, podr\u00e1 asignar las columnas en su archivo con propiedades en OneDesk y, despu\u00e9s de eso, se importar\u00e1.<\/p>\n<p>Ahora, si tambi\u00e9n planea importar algunos tickets y desea que se asignen a sus registros de clientes, es importante que primero importe los registros de clientes. De esa manera, cuando importe sus boletos, puede asignarlos autom\u00e1ticamente a los registros de clientes existentes.<\/p>\n<p>Los clientes tambi\u00e9n pueden ser miembros de diferentes proyectos. Para ver qu\u00e9 cliente es miembro de qu\u00e9 proyecto, puede filtrar su lista seleccionando el proyecto aqu\u00ed. Entonces, por ejemplo, si tuviera que elegir esta versi\u00f3n de muestra, ver\u00eda que no tengo miembros clientes en este proyecto. No voy a compartir este proyecto con ning\u00fan cliente.<\/p>\n<p>Pero para ver todos los registros de mis clientes, simplemente subo al nivel &#8216;Todos los proyectos&#8217;.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>V\u00eddeo actualizado Transcripci\u00f3n: Para agregar clientes a su cuenta de OneDesk, simplemente seleccione la aplicaci\u00f3n &#8216;clientes&#8217; que se encuentra en la barra izquierda. Aqu\u00ed ver\u00e1 una lista de sus clientes organizada por las organizaciones de los clientes. Para agregar nuevos clientes, haga clic en &#8216;agregar&gt; Cliente &#8216;y complete el formulario. Lo que se requiere es [&hellip;]<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","_crdt_document":"","inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"aiovg_categories":[9541],"aiovg_tags":[],"class_list":["post-82436","aiovg_videos","type-aiovg_videos","status-publish","has-post-thumbnail","hentry","aiovg_categories-1-empezando"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - 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