> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/usar-a-pagina-da-visao-geral-do-crm.md).

# Usar a página da Visão Geral do CRM

Usar a Visão Geral do CRM para filtrar rapidamente e abrir clientes, leads e tipos de conta.

A Visão Geral do CRM mostra os Clientes e leads numa única lista.

Com o CRM Plus, também mostra a **Tipo de conta** coluna.

### Utilizar a Visão Geral

{% stepper %}
{% step %}

### Abrir CRM

Clicar em **CRM** no menu lateral.
{% endstep %}

{% step %}

### Rever a lista

Abrir a Visão Geral de Clientes e leads.
{% endstep %}

{% step %}

### Filtrar por Tipo de conta

Utilize o **Tipo de conta** coluna a filtrar.

Por exemplo, mostrar apenas **Lead** ou **Prospect**.
{% endstep %}

{% step %}

### Abrir o cartão do Cliente

Clicar numa relação.

Depois, abrir **Visão Geral** para verificar a fase do funil.
{% endstep %}
{% endstepper %}

### Alterações com o CRM Plus

* o **Tipo de conta** a coluna fica Disponível
* o **Visão Geral** o separador aparece nos cartões de Cliente suportados
* é possível rever o progresso do funil por Cliente

### Perguntas frequentes

<details>

<summary>É possível filtrar por Fase da Lead aqui?</summary>

A filtragem faz-se sobretudo por Tipo de conta.

Rever a fase no cartão do Cliente.

</details>

<details>

<summary>A Visão Geral está sempre visível?</summary>

Não.

Apenas os Tipos de conta com Fases da lead mostram-na.

</details>

<details>

<summary>É possível usar esta página sem CRM Plus?</summary>

Sim.

Ainda é possível pesquisar e abrir Clientes.

</details>

### Artigos relacionados

* [**Trabalhar com Clientes e leads no CRM Plus**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/trabalhar-com-clientes-e-leads-no-crm-plus.md)
* [**Fundir e eliminar Clientes**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/fundir-e-eliminar-clientes.md)
* [**Clientes**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/clientes.md)


---

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