{"id":1843,"date":"2026-06-17T07:02:05","date_gmt":"2026-06-17T07:02:05","guid":{"rendered":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-lead-urile-in-sugarcrm\/"},"modified":"2026-07-25T20:44:36","modified_gmt":"2026-07-25T18:44:36","password":"","slug":"cum-gestionez-lead-urile-in-sugarcrm","status":"publish","type":"docs","link":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-lead-urile-in-sugarcrm\/","title":{"rendered":"Cum gestionez Lead-urile in SugarCRM?"},"content":{"rendered":"<p><strong>SugarCRM CE<\/strong> v\u0103 permite s\u0103 crea\u0163i <strong>Lead<\/strong>-uri pentru viitoare v\u00e2nz\u0103ri. Iat\u0103 cum pute\u0163i gestiona <strong>Sales Leads<\/strong>, adesea numite \u015fi <strong>Early Contacts<\/strong>.<\/p>\n<h2 id=\"1-accesarea-modulului-leads\"><strong>1. Accesarea modulului Leads<\/strong><\/h2>\n<p>Pentru a gestiona <strong>Sales Leads<\/strong>, accesa\u0163i meniul <strong>Sales &gt; Leads<\/strong> &#8211; aici ve\u0163i g\u0103si o list\u0103 integral\u0103 cu\u00a0<strong>Sales Leads<\/strong> din instan\u0163a SugarCRM CE.<\/p>\n<h2 id=\"_1\"><\/h2>\n<h2 id=\"2-crearea-unui-lead\"><strong>2. Crearea unui Lead<\/strong><\/h2>\n<p>Accesa\u0163i meniul <strong>Sales &gt; Leads<\/strong>\u00a0apoi dati click pe linkul <strong>Create Lead<\/strong> din bara <strong>Actions<\/strong> din partea de sus; in\u00a0pagina urmatoare ve\u021bi putea configura noul lead. Op\u021biunile furnizate pe aceast\u0103 pagin\u0103 sunt separate \u00een c\u00e2teva sec\u021biuni despre care vom discuta mai jos.<\/p>\n<p>Prima se nume\u0219te <strong>Overview<\/strong> \u0219i acolo ve\u021bi putea configura urm\u0103toarele:<\/p>\n<ul>\n<li><strong>First Name<\/strong> &#8211; Prenumele<\/li>\n<li><strong>Last Name<\/strong> &#8211; Numele<\/li>\n<li><strong>Office Phone<\/strong> &#8211; Num\u0103r telefon birou<\/li>\n<li><strong>Title<\/strong> &#8211; Titlul<\/li>\n<li><strong>Mobile<\/strong> &#8211; Num\u0103r telefon mobil<\/li>\n<li><strong>Department<\/strong> &#8211; Departamentul<\/li>\n<li><strong>Fax<\/strong> &#8211; Num\u0103r fax<\/li>\n<li><strong>Account Name<\/strong> &#8211; Dac\u0103 leadul este asociat cu orice nume de cont<\/li>\n<li><strong>Website<\/strong> &#8211; Site-ul web la care poate atribuit clientul<\/li>\n<li><strong>Primary Address<\/strong> &#8211; Adresa principal\u0103 a clientilor considerati ca Lead<\/li>\n<li><strong>Other Address<\/strong> &#8211; Alte adrese ale clientilor considerati ca Lead<\/li>\n<li><strong>Email Address<\/strong> &#8211; Adresa de email<\/li>\n<li><strong>Description<\/strong> &#8211; C\u00e2teva cuvinte descriptive<\/li>\n<\/ul>\n<p>\u00cen urm\u0103toarea sec\u0163iune, <strong>More Information<\/strong>, pute\u0163i face urm\u0103toarele set\u0103ri:<\/p>\n<ul>\n<li><strong>Status<\/strong> &#8211; Statusul lead-ului<\/li>\n<li><strong>Lead Source<\/strong> &#8211; Sursa<\/li>\n<li><strong>Status Description<\/strong> &#8211; Descrierea statusului<\/li>\n<li><strong>Lead Source Description<\/strong> &#8211; Descrierea sursei lead-ului<\/li>\n<li><strong>Opportunity Amount<\/strong> &#8211; Suma de oportunit\u0103\u0163i<\/li>\n<li><strong>Referred By<\/strong> &#8211; Numele persoanei la care se face referire prin lead<\/li>\n<li><strong>Campaign<\/strong> &#8211; Campania cu care este asociat lead-ul<\/li>\n<li><strong>Do Not Call<\/strong> &#8211; Dac\u0103 lead-ul nu trebuie deranjat prin telefon<\/li>\n<\/ul>\n<p>\u00cen ultima sec\u0163iune <strong>&#8211;\u00a0Others<\/strong> &#8211;\u00a0ve\u0163i putea atribui un utilizator lead-ului.\u00a0Dup\u0103 ce configura\u0163i toate detaliile face\u0163i click pe <strong>Save<\/strong> pentru a salva informa\u0163iile.<\/p>\n<h2 id=\"_2\"><\/h2>\n<h2 id=\"3-editarea-si-stergerea-unui-lead\"><strong>3. Editarea \u015fi stergerea unui Lead<\/strong><\/h2>\n<ul>\n<li>Pentru a <strong>edita<\/strong> lead-urile, accesa\u021bi pagina de pornire <strong>Leads<\/strong> iar apoi g\u0103si\u021bi\u00a0 leadul pe care dori\u021bi s\u0103 \u00eel edita\u021bi. Dup\u0103 ce g\u0103si\u021bi leadul \u00een list\u0103, click pe butonul mic de editare asem\u0103n\u0103tor cu creionul \u00eenainte de numele leadului \u015fi ve\u021bi fi redirec\u021bionat c\u0103tre o pagin\u0103 unde ve\u021bi g\u0103si toate informa\u021biile pe care le pute\u021bi edita. Dup\u0103 editare dati click <strong>Save<\/strong> pentru a salva set\u0103rile.<\/li>\n<li>Pentru a <strong>\u015fterge<\/strong> un lead accesa\u021bi pagina de pornire <strong>Leads<\/strong> iar apoi g\u0103si\u021bi lead-ul pe care dori\u021bi s\u0103 \u00eel \u015fterge\u0163i utiliz\u00e2nd func\u0163ia Search. Apoi click pe caseta de selectare mic\u0103 \u00eenainte de numele contactului \u0219i apoi click pe butonul <strong>Delete<\/strong> din partea de sus a paginii.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>SugarCRM CE v\u0103 permite s\u0103 crea\u0163i Lead-uri pentru viitoare v\u00e2nz\u0103ri. Iat\u0103 cum pute\u0163i gestiona Sales Leads, adesea numite \u015fi Early Contacts. 1. Accesarea modulului Leads Pentru a gestiona Sales Leads, accesa\u0163i meniul Sales &gt; Leads &#8211; aici ve\u0163i g\u0103si o list\u0103 integral\u0103 cu\u00a0Sales Leads din instan\u0163a SugarCRM CE. 2. Crearea unui Lead Accesa\u0163i meniul Sales &#8230; <a title=\"Cum gestionez Lead-urile in SugarCRM?\" class=\"read-more\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-lead-urile-in-sugarcrm\/\" aria-label=\"Cite\u0219te mai multe despre Cum gestionez Lead-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":1643,"footnotes":""},"doc_category":[177],"doc_tag":[456,254,457],"class_list":["post-1843","docs","type-docs","status-publish","hentry","doc_category-sugarcrm","doc_tag-crm","doc_tag-management","doc_tag-sugarcrm"],"year_month":"2026-11","word_count":446,"total_views":"22","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":"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 Lead-urile \u00een SugarCRM CE - Centrul de suport HostX<\/title>\n<meta name=\"description\" content=\"Ghid complet pentru gestionarea Lead-urilor \u00een SugarCRM CE. 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