{"id":1837,"date":"2026-06-17T07:02:05","date_gmt":"2026-06-17T07:02:05","guid":{"rendered":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-call-urile-in-sugarcrm\/"},"modified":"2026-07-25T20:45:10","modified_gmt":"2026-07-25T18:45:10","password":"","slug":"cum-gestionez-call-urile-in-sugarcrm","status":"publish","type":"docs","link":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-call-urile-in-sugarcrm\/","title":{"rendered":"Cum gestionez Call-urile in SugarCRM?"},"content":{"rendered":"<p><strong>SugarCRM<\/strong> v\u0103 ofer\u0103 op\u021biunea de a crea \u0219i de a programa apeluri (call-uri) pentru clien\u021bi legate de v\u00e2nz\u0103ri, asisten\u021b\u0103 sau marketing.\u00a0Iat\u0103 cum pute\u0163i s\u0103 gestiona\u021bi apelurile \u00een SugarCRM CE.<\/p>\n<h2 id=\"1-accesarea-paginii-modulului-calls\"><strong>1. Accesarea paginii modulului Calls<\/strong><\/h2>\n<p>Pagina apelurilor este disponibil\u0103 \u00een modulul <strong>Activities.<\/strong> Pentru a accesa aceasta pagina autentifica\u021bi-va \u00een aplica\u021bia SugarCRM CE \u0219i apoi aviga\u021bi la <strong>Activities &gt; Calls<\/strong>.\u00a0Aici ve\u021bi putea gestiona complet toate apelurile pe care le-a\u021bi ad\u0103ugat de la instalarea SugarCRM.<\/p>\n<h2 id=\"2-adaugati-call-uri-la-instanta-dvs-sugarcrm-ce\"><strong>2. Ad\u0103uga\u021bi call-uri la instan\u021ba dvs. SugarCRM CE<\/strong><\/h2>\n<p>Pentru a ad\u0103uga apeluri (sau call-uri) \u00een instan\u021ba dvs. SugarCRM CE, va trebui s\u0103 accesa\u021bi pagina de pornire a modulului <strong>Calls<\/strong> \u0219i apoi s\u0103 utiliza\u021bi butonul <strong>Log Call<\/strong> situat \u00een bara <strong>Actions<\/strong> orizontal\u0103 de sus.<\/p>\n<p>Dup\u0103 ce face\u021bi click pe butonul respectiv, ve\u021bi fi redirec\u021bionat c\u0103tre o nou\u0103 pagin\u0103 unde ve\u021bi putea configura noul apel pe care \u00eel ad\u0103uga\u021bi. Op\u021biunile de configurare disponibile aici sunt:<\/p>\n<ul>\n<li><strong>Subject<\/strong> &#8211; Obiectul call-ului<\/li>\n<li><strong>Status<\/strong> &#8211; Statusul<\/li>\n<li><strong>Start Date &amp; Time<\/strong> &#8211; Data de \u00eencepere \u015fi ora<\/li>\n<li><strong>Related to<\/strong> &#8211; Related module record<\/li>\n<li><strong>Duration<\/strong> &#8211; Durata<\/li>\n<li><strong>Reminders<\/strong> &#8211; Dac\u0103 este necesar\u0103 setarea de memento-uri<\/li>\n<li><strong>Description<\/strong> &#8211; C\u00e2teva cuvinte cu privire la call<\/li>\n<\/ul>\n<p>Odat\u0103 ce sunte\u021bi gata cu aceste set\u0103ri pute\u021bi trece la urm\u0103toarea sec\u0163iune unde ve\u0163i putea vedea cum este programat apelul in calendar. Sec\u0163iunea final\u0103 v\u0103 va permite s\u0103 trimite\u0163i invita\u0163ii la call. C\u00e2nd sunte\u021bi gata cu toate set\u0103rile, face\u0163i click pe butonul <strong>Save<\/strong>, pentru a salva call-ul \u015fi a-l ad\u0103uga la list\u0103.<\/p>\n<h2 id=\"3-editarea-si-stergerea-unui-call\"><strong>3. Editarea \u015fi \u015ftergerea unui call<\/strong><\/h2>\n<p>Atunci c\u00e2nd ave\u0163i deja call-uri ad\u0103ugate \u00een instan\u0163a SugarCRM gestionarea lor este facila.<\/p>\n<p><strong>Pentru a edita<\/strong> un call, va trebui s\u0103 accesa\u021bi pagina principal\u0103 a modulului <strong>Calls<\/strong> \u0219i s\u0103 g\u0103si\u021bi call-ul pe care dori\u021bi s\u0103 \u00eel modifica\u021bi. Dup\u0103 ce \u00eel g\u0103si\u0163i, face\u021bi click pe butonul mic asem\u0103n\u0103tor cu un creion pentru a fi disponibil \u00een interfa\u0163a de editare. Majoritatea c\u00e2mpurilor de configurare sunt deja completate. Modifica\u021bi\/Edita\u0163i c\u00e2mpurile \u00een func\u0163ie de dorin\u0163a dvs., apoi click pe butonul <strong>Save<\/strong> pentru a salva modific\u0103rile pe care le-a\u021bi efectuat.<\/p>\n<p>Pentru a <strong>\u0219terge<\/strong> un call, accesa\u0163i pagina principal\u0103 a modulului <strong>Calls<\/strong>, g\u0103si\u0163i call-ul \u00een cauz\u0103 folosind modulul <strong>Search<\/strong>, selecta\u0163i call-urile pe care dori\u0163i s\u0103 le \u015fterge\u0163i select\u00e2nd checkbox-ul aflat \u00eenainte de informa\u021biile call-ului respectiv. \u00cen final da\u0163i click pe pe butonul <strong>Delete<\/strong> din partea de sus a tabelului.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SugarCRM v\u0103 ofer\u0103 op\u021biunea de a crea \u0219i de a programa apeluri (call-uri) pentru clien\u021bi legate de v\u00e2nz\u0103ri, asisten\u021b\u0103 sau marketing.\u00a0Iat\u0103 cum pute\u0163i s\u0103 gestiona\u021bi apelurile \u00een SugarCRM CE. 1. Accesarea paginii modulului Calls Pagina apelurilor este disponibil\u0103 \u00een modulul Activities. Pentru a accesa aceasta pagina autentifica\u021bi-va \u00een aplica\u021bia SugarCRM CE \u0219i apoi aviga\u021bi la &#8230; <a title=\"Cum gestionez Call-urile in SugarCRM?\" class=\"read-more\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-call-urile-in-sugarcrm\/\" aria-label=\"Cite\u0219te mai multe despre Cum gestionez Call-urile in SugarCRM?\">Cite\u0219te mai mult<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"whmcs_kb_id":1638,"footnotes":""},"doc_category":[177],"doc_tag":[234,456,254,457],"class_list":["post-1837","docs","type-docs","status-publish","hentry","doc_category-sugarcrm","doc_tag-administrare","doc_tag-crm","doc_tag-management","doc_tag-sugarcrm"],"year_month":"2026-11","word_count":452,"total_views":"36","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Adrian Firican","author_nicename":"techeditor1","author_url":"https:\/\/www.hostx.ro\/kb\/author\/techeditor1\/"},"doc_category_info":[{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-category\/sugarcrm\/"}],"doc_tag_info":[{"term_name":"administrare","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/administrare\/"},{"term_name":"CRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/crm\/"},{"term_name":"management","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/management\/"},{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/sugarcrm\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cum gestionez Call-urile \u00een SugarCRM CE - Centrul de suport HostX<\/title>\n<meta name=\"description\" content=\"Ghid complet pentru gestionarea apelurilor \u00een SugarCRM CE. 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