> 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/marketplace-pacotes-e-power-ups/power-ups/crm+/trabalhar-com-clientes-e-leads-no-crm+.md).

# Trabalhar com clientes e leads no CRM+

Assim que o CRM+ estiver ativo, você trabalha com o funil na Ficha do cliente.

O **Visão geral** A aba mostra o fluxo completo de vendas.

### O que você registra por fase de lead

* **Pontuação** de 1 a 100
* **Valor previsto**
* **Valor recorrente**

### Mova um cliente ou lead pelo funil

{% stepper %}
{% step %}

### Criar ou editar um cliente

Vá para **CRM**.

Crie um novo cliente ou abra um existente.
{% endstep %}

{% step %}

### Escolha o tipo de conta

Selecione o correto **Tipo de conta**.

Depois, salve o cliente.
{% endstep %}

{% step %}

### Abrir Visão geral

Abra o **Visão geral** separador.

Esta aba aparece apenas para tipos de conta com fases de lead.
{% endstep %}

{% step %}

### Atualize os detalhes da fase

Insira a pontuação.

Adicione os valores previstos e recorrentes.
{% endstep %}

{% step %}

### Avance para a próxima fase

Conclua a fase atual.

Depois, avance para a próxima.
{% endstep %}

{% step %}

### Feche o lead

Na fase final de encerramento, escolha um **Motivo do encerramento**.
{% endstep %}
{% endstepper %}

### Perguntas frequentes

<details>

<summary>Por que não vejo Visão geral?</summary>

O tipo de conta selecionado não usa fases de lead.

</details>

<details>

<summary>Posso usar o CRM+ em clientes existentes?</summary>

Sim.

Edite o cliente e atribua o tipo de conta correto.

</details>

<details>

<summary>Quando os motivos de encerramento aparecem?</summary>

Eles aparecem em uma fase que usa o **fase de encerramento** tipo.

</details>

### Artigos relacionados

* [**Configurar tipos de conta**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-tipos-de-conta.md)
* [**Configurar fases de leads**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-fases-de-lead.md)
* [**Configurar motivos de fechamento**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-razoes-de-fecho.md)
* [**Usar a página de Visão geral do CRM**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/usar-a-pagina-de-visao-geral-do-crm.md)


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