{"id":2051,"date":"2022-05-24T15:46:23","date_gmt":"2022-05-24T13:46:23","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/getting-started\/managing-the-crm-action-sidebar-section-4\/"},"modified":"2025-09-01T17:37:18","modified_gmt":"2025-09-01T15:37:18","slug":"managing-the-crm-action-sidebar-section-4","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/he\/%d7%9e%d7%99%d7%93%d7%a2-%d7%98%d7%9b%d7%a0%d7%99\/managing-the-crm-action-sidebar-section-4\/","title":{"rendered":"\u05e0\u05d9\u05d4\u05d5\u05dc \u05e1\u05e8\u05d2\u05dc \u05d4\u05e6\u05d3 \u05e9\u05dc \u05e4\u05e2\u05d5\u05dc\u05d5\u05ea CRM &#8211; \u05e1\u05e2\u05d9\u05e3 4"},"content":{"rendered":"\n<p>\u05e1\u05e2\u05d9\u05e3 \u05d6\u05d4 \u05de\u05d5\u05e8\u05db\u05d1 \u05de\u05de\u05e1\u05e4\u05e8 \u05e4\u05e8\u05d9\u05d8\u05d9 \u05de\u05d9\u05d3\u05e2:<\/p>\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/Kavkom_PBarre-laterale-daction-CRM.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"233\" height=\"300\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/Kavkom_PBarre-laterale-daction-CRM.png\" alt=\"&#x5E1;&#x5E8;&#x5D2;&#x5DC; &#x5E6;&#x5D3; &#x5E9;&#x5DC; &#x5E4;&#x5E2;&#x5D5;&#x5DC;&#x5D5;&#x5EA; CRM\" class=\"wp-image-1012\" title=\"&#x5E1;&#x5E8;&#x5D2;&#x5DC; &#x5E6;&#x5D3; &#x5E9;&#x5DC; &#x5E4;&#x5E2;&#x5D5;&#x5DC;&#x5D5;&#x5EA; CRM\" srcset=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/Kavkom_PBarre-laterale-daction-CRM.png 233w, https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/Kavkom_PBarre-laterale-daction-CRM-117x150.png 117w\" sizes=\"(max-width: 233px) 100vw, 233px\" \/><\/a><\/figure>\n\n<ol class=\"wp-block-list\">\n<li><a href=\"#Fiche%20prospect\">\u05d2\u05d9\u05dc\u05d9\u05d5\u05df \u05e4\u05e8\u05d5\u05e1\u05e4\u05e7\u05d8\u05d9\u05dd<\/a><\/li>\n\n\n\n<li><a href=\"#Utilisateur%20assign%C3%A9%20au%20prospect\">\u05de\u05e9\u05ea\u05de\u05e9 \u05e9\u05d4\u05d5\u05e7\u05e6\u05d4 \u05dc\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9<\/a><\/li>\n\n\n\n<li><a href=\"#Tags%20prospect\">\u05ea\u05d2\u05d9\u05d5\u05ea \u05e9\u05dc \u05dc\u05e7\u05d5\u05d7\u05d5\u05ea \u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9\u05d9\u05dd<\/a><\/li>\n\n\n\n<li><a href=\"#Google%20Maps\">\u05de\u05e4\u05d5\u05ea \u05d2\u05d5\u05d2\u05dc<\/a><\/li>\n<\/ol>\n\n<h2 class=\"wp-block-heading\" id=\"Fiche prospect\">1. \u05d2\u05d9\u05dc\u05d9\u05d5\u05df \u05e1\u05d9\u05db\u05d5\u05d9\u05d9\u05dd<\/h2>\n\n<p>\u05e9\u05dd \u05e4\u05e8\u05d8\u05d9 \u05d5\u05e9\u05dd \u05de\u05e9\u05e4\u05d7\u05d4 \u05e9\u05dc \u05d4\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9 \u05de\u05d5\u05e6\u05d2\u05d9\u05dd. \u05e2\u05dc \u05d9\u05d3\u05d9 \u05dc\u05d7\u05d9\u05e6\u05d4 \u05e2\u05dc <strong>\u05d4\u05e6\u05d2 \u05dc\u05e7\u05d5\u05d7 \u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9,<\/strong> \u05ea\u05d5\u05db\u05dc \u05dc\u05d2\u05e9\u05ea \u05dc\u05e4\u05e8\u05d5\u05e4\u05d9\u05dc \u05e9\u05dc\u05d5 \u05db\u05e4\u05d9 \u05e9\u05d4\u05d5\u05d0 \u05de\u05ea\u05e4\u05e8\u05d9\u05d8 \u05d4\u05dc\u05d9\u05d3\u05d9\u05dd. <\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Utilisateur assign&#xE9; au prospect\">2. \u05de\u05e9\u05ea\u05de\u05e9 \u05e9\u05d4\u05d5\u05e7\u05e6\u05d4 \u05dc\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9<\/h2>\n\n<p>\u05e0\u05d9\u05ea\u05df \u05dc\u05d4\u05e7\u05e6\u05d5\u05ea \u05de\u05e9\u05ea\u05de\u05e9 \u05dc\u05dc\u05d9\u05d3 \u05d6\u05d4 \u05d1\u05de\u05d4\u05dc\u05da \u05d4\u05e9\u05d9\u05d7\u05d4. \u05e4\u05e9\u05d5\u05d8 \u05dc\u05d7\u05e6\u05d5 \u05e2\u05dc <strong>\u05e2\u05e8\u05d9\u05db\u05d4<\/strong> \u05d5\u05d1\u05d7\u05e8\u05d5 \u05d0\u05ea \u05d4\u05de\u05e9\u05ea\u05de\u05e9. <\/p>\n<p><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/agent_panel_assign_to.gif\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-1029 size-full\" title=\"\u05e1\u05d5\u05db\u05df_\u05e4\u05d0\u05e0\u05dc_\u05d4\u05e7\u05e6\u05d0\u05d4_\u05dc\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/agent_panel_assign_to.gif\" alt=\"\u05e1\u05d5\u05db\u05df_\u05e4\u05d0\u05e0\u05dc_\u05d4\u05e7\u05e6\u05d0\u05d4_\u05dc\" width=\"1890\" height=\"935\"><\/a><\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Tags prospect\">3. \u05ea\u05d2\u05d9\u05d5\u05ea \u05dc\u05e7\u05d5\u05d7\u05d5\u05ea \u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9\u05d9\u05dd<\/h2>\n\n<p>\u05e0\u05d9\u05ea\u05df \u05dc\u05d4\u05d5\u05e1\u05d9\u05e3\/\u05dc\u05e2\u05e8\u05d5\u05da\/\u05dc\u05de\u05d7\u05d5\u05e7 \u05ea\u05d2\u05d9\u05d5\u05ea \u05d4\u05de\u05e7\u05d5\u05e9\u05e8\u05d5\u05ea \u05dc\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9.<\/p>\n<p><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/agent_panel_tag.gif\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-1033 size-full\" title=\"\u05e1\u05d5\u05db\u05df_\u05e4\u05d0\u05e0\u05dc_\u05ea\u05d2\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/agent_panel_tag.gif\" alt=\"\u05e1\u05d5\u05db\u05df_\u05e4\u05d0\u05e0\u05dc_\u05ea\u05d2\" width=\"1890\" height=\"935\"><\/a><\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Google Maps\">3. \u05de\u05e4\u05d5\u05ea \u05d2\u05d5\u05d2\u05dc<\/h2>\n\n<p>\u05d0\u05dd \u05de\u05d9\u05dc\u05d0\u05ea\u05dd \u05e0\u05db\u05d5\u05df \u05d0\u05ea \u05d4\u05e9\u05d3\u05d5\u05ea: \u05db\u05ea\u05d5\u05d1\u05ea, \u05e2\u05d9\u05e8, \u05de\u05d9\u05e7\u05d5\u05d3, \u05de\u05d3\u05d9\u05e0\u05d4 \u05d5\u05de\u05d9\u05d3\u05e2 \u05d6\u05d4 \u05de\u05d6\u05d5\u05d4\u05d4 \u05e2\u05dc \u05d9\u05d3\u05d9 \u05de\u05e4\u05d5\u05ea \u05d2\u05d5\u05d2\u05dc, \u05db\u05ea\u05d5\u05d1\u05ea \u05d4\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9 \u05ea\u05d5\u05e6\u05d2 \u05d0\u05d5\u05d8\u05d5\u05de\u05d8\u05d9\u05ea \u05d1\u05de\u05d9\u05e7\u05d5\u05dd \u05d6\u05d4. \u05d9\u05e9 \u05dc\u05db\u05dd \u05d2\u05dd \u05d0\u05e4\u05e9\u05e8\u05d5\u05ea \u05dc\u05d4\u05d2\u05d3\u05d9\u05dc \u05d0\u05ea \u05d4\u05ea\u05e6\u05d5\u05d2\u05d4. <\/p>\n<p><a href=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/agent_panel_google_map.gif\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1037\" src=\"https:\/\/help.kavkom.com\/wp-content\/uploads\/2022\/05\/agent_panel_google_map.gif\" alt=\"\u05e1\u05d5\u05db\u05df_\u05e4\u05d0\u05e0\u05dc_\u05d2\u05d5\u05d2\u05dc_\u05de\u05e4\u05d4\" width=\"1890\" height=\"935\"><\/a><\/p>\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n<p><strong>\u05e0\u05d9\u05d5\u05d5\u05d8 \u05d1\u05de\u05e7\u05d8\u05e2\u05d9 \u05ea\u05d7\u05e0\u05ea \u05d4\u05e2\u05d1\u05d5\u05d3\u05d4<br\/><\/strong> \u05e1\u05e7\u05d9\u05e8\u05d4 \u05db\u05dc\u05dc\u05d9\u05ea \u05e9\u05dc <a href=\"https:\/\/help.kavkom.com\/he\/getting-started\/go-to-agent-panel\/\">\u05ea\u05d7\u05e0\u05ea \u05d4\u05e2\u05d1\u05d5\u05d3\u05d4<\/a><\/p>\n\n<ol class=\"wp-block-list\">\n<li>\u05e6\u05e4\u05d4 <a href=\"https:\/\/help.kavkom.com\/documentation-technique\/visualiser-lactivite-de-lappel-du-panneau-de-lagent-section-1\/\">\u05d1\u05e4\u05e2\u05d9\u05dc\u05d5\u05ea \u05d4\u05e9\u05d9\u05d7\u05d5\u05ea \u05de\u05dc\u05d5\u05d7 \u05d4\u05e1\u05d5\u05db\u05e0\u05d9\u05dd<\/a><\/li>\n\n\n\n<li>\u05e9\u05d9\u05de\u05d5\u05e9 <a href=\"https:\/\/help.kavkom.com\/documentation-technique\/utiliser-les-widgets-de-bouton-daction-section-2\/\">\u05d1\u05d5\u05d5\u05d9\u05d3\u05d2'\u05d8\u05d9\u05dd \u05e9\u05dc \u05dc\u05d7\u05e6\u05e0\u05d9 \u05e4\u05e2\u05d5\u05dc\u05d4<\/a><\/li>\n\n\n\n<li>\u05d0\u05d9\u05de\u05d5\u05ea <a href=\"https:\/\/help.kavkom.com\/documentation-technique\/qualifier-les-informations-du-prospect-section-3\/\">\u05d4\u05de\u05d9\u05d3\u05e2 \u05e9\u05dc \u05d4\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9<\/a><\/li>\n\n\n\n<li>\u05e0\u05d9\u05d4\u05d5\u05dc \u05e1\u05e8\u05d2\u05dc \u05e6\u05d3 \u05e9\u05dc \u05e4\u05e2\u05d5\u05dc\u05d5\u05ea CRM (\u05d0\u05ea\u05d4 \u05db\u05d0\u05df!)<\/li>\n<\/ol>\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u05e1\u05e2\u05d9\u05e3 \u05d6\u05d4 \u05de\u05d5\u05e8\u05db\u05d1 \u05de\u05de\u05e1\u05e4\u05e8 \u05e4\u05e8\u05d9\u05d8\u05d9 \u05de\u05d9\u05d3\u05e2: 1. \u05d2\u05d9\u05dc\u05d9\u05d5\u05df \u05e1\u05d9\u05db\u05d5\u05d9\u05d9\u05dd \u05e9\u05dd \u05e4\u05e8\u05d8\u05d9 \u05d5\u05e9\u05dd \u05de\u05e9\u05e4\u05d7\u05d4 \u05e9\u05dc \u05d4\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9 \u05de\u05d5\u05e6\u05d2\u05d9\u05dd. \u05e2\u05dc \u05d9\u05d3\u05d9 \u05dc\u05d7\u05d9\u05e6\u05d4 \u05e2\u05dc \u05d4\u05e6\u05d2 \u05dc\u05e7\u05d5\u05d7 \u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9, \u05ea\u05d5\u05db\u05dc \u05dc\u05d2\u05e9\u05ea \u05dc\u05e4\u05e8\u05d5\u05e4\u05d9\u05dc \u05e9\u05dc\u05d5 \u05db\u05e4\u05d9 \u05e9\u05d4\u05d5\u05d0 \u05de\u05ea\u05e4\u05e8\u05d9\u05d8 \u05d4\u05dc\u05d9\u05d3\u05d9\u05dd. 2. \u05de\u05e9\u05ea\u05de\u05e9 \u05e9\u05d4\u05d5\u05e7\u05e6\u05d4 \u05dc\u05dc\u05e7\u05d5\u05d7 \u05d4\u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9 \u05e0\u05d9\u05ea\u05df \u05dc\u05d4\u05e7\u05e6\u05d5\u05ea \u05de\u05e9\u05ea\u05de\u05e9 \u05dc\u05dc\u05d9\u05d3 \u05d6\u05d4 \u05d1\u05de\u05d4\u05dc\u05da \u05d4\u05e9\u05d9\u05d7\u05d4. \u05e4\u05e9\u05d5\u05d8 \u05dc\u05d7\u05e6\u05d5 \u05e2\u05dc \u05e2\u05e8\u05d9\u05db\u05d4 \u05d5\u05d1\u05d7\u05e8\u05d5 \u05d0\u05ea \u05d4\u05de\u05e9\u05ea\u05de\u05e9. 3. \u05ea\u05d2\u05d9\u05d5\u05ea \u05dc\u05e7\u05d5\u05d7\u05d5\u05ea \u05e4\u05d5\u05d8\u05e0\u05e6\u05d9\u05d0\u05dc\u05d9\u05d9\u05dd [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[41],"tags":[],"class_list":["post-2051","post","type-post","status-publish","format-standard","hentry","category-41"],"_links":{"self":[{"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/posts\/2051","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/comments?post=2051"}],"version-history":[{"count":5,"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/posts\/2051\/revisions"}],"predecessor-version":[{"id":8252,"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/posts\/2051\/revisions\/8252"}],"wp:attachment":[{"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/media?parent=2051"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/categories?post=2051"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.kavkom.com\/he\/wp-json\/wp\/v2\/tags?post=2051"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}