> 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+/usar-a-pagina-de-visao-geral-do-crm.md).

# Usar a página de visão geral do CRM

A Visão geral do CRM mostra os seus clientes e leads numa só lista.

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

### Use a Visão geral

{% stepper %}
{% step %}

### Abrir CRM

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

{% step %}

### Revise a lista

Abra a Visão geral de clientes e leads.
{% endstep %}

{% step %}

### Filtre por tipo de conta

Use o **Tipo de conta** coluna para filtrar.

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

{% step %}

### Abra a Ficha do cliente

Clique numa relação.

Depois abra **Visão geral** para verificar a fase do funil.
{% endstep %}
{% endstepper %}

### O que muda com o CRM+

* o **Tipo de conta** a coluna fica disponível
* o **Visão geral** o separador aparece na Ficha do cliente suportada
* pode rever o progresso do funil por cliente

### Perguntas frequentes

<details>

<summary>Posso filtrar pela fase do lead aqui?</summary>

Filtra principalmente por tipo de conta.

Revise a fase na Ficha do cliente.

</details>

<details>

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

Não.

Apenas os tipos de conta com fases do lead a mostram.

</details>

<details>

<summary>Posso usar esta página sem o CRM+?</summary>

Sim.

Ainda pode pesquisar e abrir clientes.

</details>

### Artigos relacionados

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


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