[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"knowledge-base-categories":3,"knowledge-base-article-crm-deals-de":251},[4,14,21,27,33,39,45,51,57,63,69,75,80,85,90,95,100,105,110,115,120,126,132,138,144,150,155,161,167,173,179,185,191,197,203,209,215,221,227,233,239,245],{"uuid":5,"name":6,"alias":7,"icon":8,"iconColor":9,"iconBg":10,"parent":11,"is_published":12,"parents":13,"has_children":12},"ce6fd0ef-910d-4b82-a078-ee5f6e96a443","westudy:category-faq","faq","streamline-ultimate:contact-us-faq-bold","success","",null,true,[],{"uuid":15,"name":16,"alias":17,"icon":18,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":19,"has_children":20},"39f2d064-df00-4593-be57-4f7a52e901cb","westudy:category-courses","course-settings-westudy","heroicons:academic-cap",[],false,{"uuid":22,"name":23,"alias":24,"icon":25,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":26,"has_children":20},"3ab94bce-9237-416c-9360-3ec4ed0d1859","westudy:category-webinars","webinar-settings","solar:translation-2-bold",[],{"uuid":28,"name":29,"alias":30,"icon":31,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":32,"has_children":20},"91b11c19-37b3-4d47-96c4-09435c032cdf","westudy:category-forms","form-settings-westudy","material-symbols-light:forms-add-on-outline-rounded",[],{"uuid":34,"name":35,"alias":36,"icon":37,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":38,"has_children":20},"537a87dd-52ee-4064-8ae7-fc73aa740bf5","westudy:category-orders","order-settings-westudy","lsicon:order-outline",[],{"uuid":40,"name":41,"alias":42,"icon":43,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":44,"has_children":20},"d101208a-b8f3-425f-9fb6-f5cfc0ff4ea5","westudy:category-crm","crm-settings-westudy","typcn:group-outline",[],{"uuid":46,"name":47,"alias":48,"icon":49,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":50,"has_children":20},"cbee3d9c-bfcb-4218-a691-7ae153de7e90","westudy:category-payments","payment-and-quota-settings-westudy","solar:card-outline",[],{"uuid":52,"name":53,"alias":54,"icon":55,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":56,"has_children":20},"18147986-d5ea-4854-8b60-584ecc9ef867","westudy:category-settings","settings-westudy","icon-park-outline:setting",[],{"uuid":58,"name":59,"alias":60,"icon":61,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":62,"has_children":20},"70973966-0210-429e-a632-cc09c0f461d6","westudy:category-profile","profile-westudy","iconamoon:profile-fill",[],{"uuid":64,"name":65,"alias":66,"icon":67,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":68,"has_children":20},"f5dcc1d1-b179-4cee-b5ec-26053690f0ad","westudy:category-mailing","mailing","iconamoon:email",[],{"uuid":70,"name":71,"alias":72,"icon":73,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":74,"has_children":20},"5ffc6400-c74a-4d27-94f2-2f66465f76e6","westudy:category-website_builder","website-builder","gridicons:site",[],{"uuid":76,"name":77,"alias":78,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":79,"has_children":20},"2bb281bd-1590-498a-9e02-1b20508313a9","westudy:category-lms_platform","faq-lms-platform",[5],{"uuid":81,"name":82,"alias":83,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":84,"has_children":20},"40aabf4d-d024-4b43-ad26-5f1d6eff08af","westudy:category-pricing","faq-pricing",[5],{"uuid":86,"name":87,"alias":88,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":89,"has_children":20},"853ce583-b8b4-4f2b-8983-20c15710d544","westudy:category-getting_started","faq-getting-started",[5],{"uuid":91,"name":92,"alias":93,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":94,"has_children":20},"26b5c847-7ebe-45d5-87fa-8dabc178cf8b","westudy:category-features_learning","faq-features-learning",[5],{"uuid":96,"name":97,"alias":98,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":99,"has_children":20},"4246b7dd-5362-47ce-8adb-a964249edbe2","westudy:category-branding_website","faq-branding-website",[5],{"uuid":101,"name":102,"alias":103,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":104,"has_children":20},"31874af7-7d18-4fd5-9e1d-ce2812f98d08","westudy:category-integrations_api","faq-integrations-api",[5],{"uuid":106,"name":107,"alias":108,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":109,"has_children":20},"0f787b4c-00f0-4694-8f7c-3e1c6c11c159","westudy:category-languages_international","faq-languages-international",[5],{"uuid":111,"name":112,"alias":113,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":114,"has_children":20},"7c8f2300-4d33-43da-91cb-d27a51afd319","westudy:category-affiliate_program","faq-affiliate-program",[5],{"uuid":116,"name":117,"alias":118,"icon":11,"iconColor":11,"iconBg":11,"parent":5,"is_published":12,"parents":119,"has_children":20},"e916c41c-4d93-4ff4-86a7-3ba9d0aaefb9","westudy:category-support_launch","faq-support-launch",[5],{"uuid":121,"name":122,"alias":123,"icon":124,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":125,"has_children":12},"edb45317-468b-4f86-916f-c9cf4622bad2","westudy:category-practical_guides","practical-guides","ep:guide",[],{"uuid":127,"name":128,"alias":129,"icon":130,"iconColor":11,"iconBg":11,"parent":121,"is_published":12,"parents":131,"has_children":20},"3e591998-6898-4eb3-aa63-dbd1ae7ac36c","westudy:category-course_launch","course-launch","hugeicons:course",[121],{"uuid":133,"name":134,"alias":135,"icon":136,"iconColor":11,"iconBg":11,"parent":121,"is_published":12,"parents":137,"has_children":20},"857cb02b-3358-42ca-bcfa-eb1f295c2332","westudy:category-sales_access","sales-and-access","carbon:sales-ops",[121],{"uuid":139,"name":140,"alias":141,"icon":142,"iconColor":11,"iconBg":11,"parent":121,"is_published":12,"parents":143,"has_children":20},"03f99330-0839-4533-9cff-7f154f678f93","westudy:category-learning_results","learning-and-results","iconoir:learning",[121],{"uuid":145,"name":146,"alias":147,"icon":148,"iconColor":11,"iconBg":11,"parent":121,"is_published":12,"parents":149,"has_children":20},"6355e2b8-2b5f-482b-a9fa-89a1df9f8d9b","westudy:category-webinars_communication","webinars-and-communication","cbi:stremio",[121],{"uuid":151,"name":152,"alias":153,"icon":11,"iconColor":11,"iconBg":11,"parent":121,"is_published":12,"parents":154,"has_children":20},"171facdd-19d7-46ea-b73a-db551baa2727","westudy:category-school_management","school-management",[121],{"uuid":156,"name":157,"alias":158,"icon":159,"iconColor":11,"iconBg":11,"parent":121,"is_published":12,"parents":160,"has_children":20},"88bf5b3b-f7b7-4e7c-845a-24cd75dcb519","westudy:category-advanced_features","advanced-features","pajamas:feature-flag",[121],{"uuid":162,"name":163,"alias":164,"icon":165,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":166,"has_children":12},"eb128f91-2232-4643-a58d-ef916896de41","westudy:category-student_account","student-account","ph:student-duotone",[],{"uuid":168,"name":169,"alias":170,"icon":171,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":172,"has_children":20},"aa1640fa-b103-43c7-91ac-6d77c61c5e4f","westudy:category-student_faq","student-faq","streamline-ultimate:contact-us-faq",[162],{"uuid":174,"name":175,"alias":176,"icon":177,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":178,"has_children":20},"227fbd1f-8b9f-4000-b686-77d732ea6ba6","westudy:category-student_login_profile","student-login-profile","iconmind:login-outline-thin",[162],{"uuid":180,"name":181,"alias":182,"icon":183,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":184,"has_children":20},"a212b6d6-f738-4c6d-b66d-5bbdc6b9fe08","westudy:category-student_payments_access","student-payments-access","hugeicons:access",[162],{"uuid":186,"name":187,"alias":188,"icon":189,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":190,"has_children":20},"5ef1a957-da53-45cc-a3a5-272f842ea935","westudy:category-student_webinars","student-webinars","boxicons:video",[162],{"uuid":192,"name":193,"alias":194,"icon":195,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":196,"has_children":20},"fcccc32a-1768-445b-b30c-bbd298b5a672","westudy:category-student_courses","student-courses","iconmind:course-enrol-outline-thin",[162],{"uuid":198,"name":199,"alias":200,"icon":201,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":202,"has_children":20},"cd405d54-2e5f-4dbc-a96d-ef87d784c7e0","westudy:category-student_lesson_materials","student-lesson-materials","iconmind:video-lesson-outline-thin",[162],{"uuid":204,"name":205,"alias":206,"icon":207,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":208,"has_children":20},"d033ec88-a110-438e-ac4b-563a5ce3b95d","westudy:category-student_assignments_tests","student-assignments-tests","picon:test",[162],{"uuid":210,"name":211,"alias":212,"icon":213,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":214,"has_children":20},"a67e432c-c63e-4f03-ba5c-c0c1a31bd8b0","westudy:category-student_communication_support","student-communication-support","mdi:support",[162],{"uuid":216,"name":217,"alias":218,"icon":219,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":220,"has_children":20},"93b74b78-e638-4f69-a098-6f5917799dbc","westudy:category-student_calendar_schedule","student-calendar-schedule","uil:schedule",[162],{"uuid":222,"name":223,"alias":224,"icon":225,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":226,"has_children":20},"ca7b7fbb-9191-4766-b046-4d31a1d7b878","westudy:category-student_certificates","student-certificates","griddy-icons:certificate",[162],{"uuid":228,"name":229,"alias":230,"icon":231,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":232,"has_children":20},"690ff045-2c3c-4588-a320-71f5884331c2","westudy:category-student_mobile","student-mobile","cil:mobile",[162],{"uuid":234,"name":235,"alias":236,"icon":237,"iconColor":11,"iconBg":11,"parent":162,"is_published":12,"parents":238,"has_children":20},"5709cf05-817b-4e53-b31e-86cd7df253bf","westudy:category-student_technical_support","student-technical-support","ix:support-ai",[162],{"uuid":240,"name":241,"alias":242,"icon":243,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":244,"has_children":20},"2d2ef88b-2c6f-42f3-9595-263d7ff1ff31","AI-помічник","ai-pomichnyk","heroicons:sparkles",[],{"uuid":246,"name":247,"alias":248,"icon":249,"iconColor":11,"iconBg":11,"parent":11,"is_published":12,"parents":250,"has_children":20},"625df7ce-785e-470e-8c3c-4d2469ffa51b","Westudy GPT","Westudy-GPT","hugeicons:chat-gpt",[],{"uuid":252,"title":253,"description":254,"is_published":12,"alias":255,"category":40,"category_alias":42,"category_name":41,"date":256,"content":257},"31d6cc5f-7cb4-4524-abdf-cc5c4db559a9","Verkaufschancen und Pipelines im WeStudy-CRM verwalten","Schrittweise Anleitung zum Erstellen von Verkaufschancen, zur Bearbeitung von Kundenanfragen, zu Pipelines, Phasen, Tabelle, Board und Filtern.","crm-deals","2026-10-12",{"type":258,"content":259},"doc",[260,266,273,350,358,384,388,395,399,405,471,476,480,539,547,553,562,567,571,613,617,624,674,678,684,688,720,724,730,756,761,765,769,773,779,830,835,839,845,855,989,993,1003,1009,1049,1054,1058,1066,1070,1086,1092,1142,1148,1154,1158,1164,1168,1174,1178,1184],{"type":261,"content":262},"paragraph",[263],{"text":264,"type":265},"Eine Verkaufschance begleitet eine konkrete Kundenanfrage vom Erstkontakt bis zum Ergebnis, etwa „ChatGPT-Schulung fürs Team“ oder „KI-Beratung fürs Marketing“.","text",{"type":261,"content":267},[268],{"text":269,"type":265,"marks":270},"Die Abbildungen enthalten fiktive Beispieldaten zum Thema KI. Namen von Kontakten, Verantwortlichen, Kursen und angepassten Phasen können in deinem Konto abweichen.",[271],{"type":272},"em",{"type":274,"content":275},"bullet_list",[276,290,302,314,326,338],{"type":277,"content":278},"list_item",[279,286],{"type":261,"content":280},[281],{"text":282,"type":265,"marks":283},"Kontakt",[284],{"type":285},"strong",{"type":261,"content":287},[288],{"text":289,"type":265},"Die Person, mit der du arbeitest: Olena Koval.",{"type":277,"content":291},[292,298],{"type":261,"content":293},[294],{"text":295,"type":265,"marks":296},"Verkaufschance",[297],{"type":285},{"type":261,"content":299},[300],{"text":301,"type":265},"Ihre konkrete Anfrage: ChatGPT-Schulung fürs Team.",{"type":277,"content":303},[304,310],{"type":261,"content":305},[306],{"text":307,"type":265,"marks":308},"Pipeline",[309],{"type":285},{"type":261,"content":311},[312],{"text":313,"type":265},"Der Prozess für solche Anfragen: „KI-Schulung“.",{"type":277,"content":315},[316,322],{"type":261,"content":317},[318],{"text":319,"type":265,"marks":320},"Phase",[321],{"type":285},{"type":261,"content":323},[324],{"text":325,"type":265},"Der aktuelle Stand im Prozess: „Beratung“.",{"type":277,"content":327},[328,334],{"type":261,"content":329},[330],{"text":331,"type":265,"marks":332},"Verantwortlicher",[333],{"type":285},{"type":261,"content":335},[336],{"text":337,"type":265},"Die zuständige Person in deinem Team.",{"type":277,"content":339},[340,346],{"type":261,"content":341},[342],{"text":343,"type":265,"marks":344},"Aktivität",[345],{"type":285},{"type":261,"content":347},[348],{"text":349,"type":265},"Eine geplante Handlung: anrufen und ein KI-Programm abstimmen.",{"type":351,"attrs":352,"content":355},"heading",{"level":353,"id":354},2,"heading_2_1",[356],{"text":357,"type":265},"1. Öffne „Verkaufschancen“",{"type":359,"content":360},"ordered_list",[361,373],{"type":277,"content":362},[363],{"type":261,"content":364},[365,367,371],{"text":366,"type":265},"Klappe im linken Menü ",{"text":368,"type":265,"marks":369},"CRM",[370],{"type":285},{"text":372,"type":265},".",{"type":277,"content":374},[375],{"type":261,"content":376},[377,379,383],{"text":378,"type":265},"Wähle ",{"text":380,"type":265,"marks":381},"Verkaufschancen",[382],{"type":285},{"text":372,"type":265},{"type":261,"content":385},[386],{"text":387,"type":265},"Oben findest du „Nur meine“, Filter, Pipeline-Auswahl, Tabellen- und Boardansicht sowie „Verkaufschance erstellen“. Ohne Einträge bietet die leere Ansicht das Erstellen der ersten Verkaufschance an.",{"type":389,"attrs":390},"image_block",{"id":391,"alt":392,"url":393,"type":389,"width":394,"preview":12},"635897e1-746d-42db-b9d1-71cb27905050","KI-bezogene Verkaufschancen in Tabellenansicht.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2F15599377-0300-4f32-a4f5-13cea6d1596b.png","100%",{"type":261,"content":396},[397],{"text":398,"type":265},"KI-bezogene Verkaufschancen in Tabellenansicht. Klicke auf das Bild, um es vollständig anzuzeigen.",{"type":351,"attrs":400,"content":402},{"level":353,"id":401},"heading_2_2",[403],{"text":404,"type":265},"2. Erstelle eine Verkaufschance",{"type":359,"content":406},[407,418,424,434,449,455,465],{"type":277,"content":408},[409],{"type":261,"content":410},[411,413,417],{"text":412,"type":265},"Klicke auf ",{"text":414,"type":265,"marks":415},"Verkaufschance erstellen",[416],{"type":285},{"text":372,"type":265},{"type":277,"content":419},[420],{"type":261,"content":421},[422],{"text":423,"type":265},"Gib der Anfrage einen verständlichen Namen.",{"type":277,"content":425},[426],{"type":261,"content":427},[428,429,432],{"text":378,"type":265},{"text":307,"type":265,"marks":430},[431],{"type":285},{"text":433,"type":265}," für die Bearbeitung der Verkaufschance.",{"type":277,"content":435},[436],{"type":261,"content":437},[438,439,442,444,448],{"text":378,"type":265},{"text":282,"type":265,"marks":440},[441],{"type":285},{"text":443,"type":265}," des Kunden und den ",{"text":445,"type":265,"marks":446},"Verantwortlichen",[447],{"type":285},{"text":372,"type":265},{"type":277,"content":450},[451],{"type":261,"content":452},[453],{"text":454,"type":265},"Beschreibe Bedarf, erwartetes Ergebnis und bisherige Vereinbarungen.",{"type":277,"content":456},[457],{"type":261,"content":458},[459,460,464],{"text":412,"type":265},{"text":461,"type":265,"marks":462},"Speichern",[463],{"type":285},{"text":372,"type":265},{"type":277,"content":466},[467],{"type":261,"content":468},[469],{"text":470,"type":265},"Öffne den Eintrag und prüfe Kontakt, Pipeline, Phase und Zuständigkeit.",{"type":389,"attrs":472},{"id":473,"alt":474,"url":475,"type":389,"width":394,"preview":12},"21d4e880-a2f0-436d-9693-58113df0acb2","Ausfüllen des Formulars für eine Verkaufschance.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2Fba362411-a658-47d9-ae9c-4e825bddb591.png",{"type":261,"content":477},[478],{"text":479,"type":265},"Ausfüllen des Formulars für eine Verkaufschance. Klicke auf das Bild, um es vollständig anzuzeigen.",{"type":274,"content":481},[482,494,505,516,527],{"type":277,"content":483},[484,490],{"type":261,"content":485},[486],{"text":487,"type":265,"marks":488},"Name",[489],{"type":285},{"type":261,"content":491},[492],{"text":493,"type":265},"Beschreibe die Anfrage, etwa „ChatGPT-Schulung für den Vertrieb“. „Neue Verkaufschance“ erklärt den Inhalt nicht.",{"type":277,"content":495},[496,501],{"type":261,"content":497},[498],{"text":307,"type":265,"marks":499},[500],{"type":285},{"type":261,"content":502},[503],{"text":504,"type":265},"Wähle den passenden Prozess: Schulung, Beratung oder einen anderen eingerichteten Bereich.",{"type":277,"content":506},[507,512],{"type":261,"content":508},[509],{"text":282,"type":265,"marks":510},[511],{"type":285},{"type":261,"content":513},[514],{"text":515,"type":265},"Wähle den Kunden. Fehlt er, prüfe oder erstelle zuerst seinen Eintrag unter „Kontakte“.",{"type":277,"content":517},[518,523],{"type":261,"content":519},[520],{"text":331,"type":265,"marks":521},[522],{"type":285},{"type":261,"content":524},[525],{"text":526,"type":265},"Bestimme die zuständige Person. Beispielnamen auf Screenshots bestätigen keine vorhandenen Mitarbeitenden in deinem Konto.",{"type":277,"content":528},[529,535],{"type":261,"content":530},[531],{"text":532,"type":265,"marks":533},"Beschreibung",[534],{"type":285},{"type":261,"content":536},[537],{"text":538,"type":265},"Halte Bedarf und Kontext fest. Der Editor bietet Formatierung, Listen und Links.",{"type":261,"content":540},[541,545],{"text":542,"type":265,"marks":543},"Beispielbeschreibung:",[544],{"type":285},{"text":546,"type":265}," „Ein Team mit zwölf Personen möchte ChatGPT für E-Mails und Besprechungszusammenfassungen nutzen. In der Beratung sollen praktische Übungen und Schulungsformat besprochen werden.“",{"type":351,"attrs":548,"content":550},{"level":353,"id":549},"heading_2_3",[551],{"text":552,"type":265},"3. Verstehe die Detailkarte",{"type":261,"content":554},[555,557,561],{"text":556,"type":265},"Öffne eine Verkaufschance. Die Seitenkarte zeigt Name, Pipeline, aktuelle Phase und die Tabs ",{"text":558,"type":265,"marks":559},"Informationen, Aktivitäten, Notizen, Verlauf",[560],{"type":285},{"text":372,"type":265},{"type":389,"attrs":563},{"id":564,"alt":565,"url":566,"type":389,"width":394,"preview":12},"56867b72-207a-4988-b408-6c43b79aa273","Detailkarte mit Kundendaten, Parametern und Schnellaktionen.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2Fc35a9a33-c91a-4e4c-9824-49ccee974b9c.png",{"type":261,"content":568},[569],{"text":570,"type":265},"Detailkarte mit Kundendaten, Parametern und Schnellaktionen. Klicke auf das Bild, um es vollständig anzuzeigen.",{"type":274,"content":572},[573,583,593,603],{"type":277,"content":574},[575],{"type":261,"content":576},[577,581],{"text":578,"type":265,"marks":579},"Informationen:",[580],{"type":285},{"text":582,"type":265}," Kontakt, Phase, Pipeline, Zuständigkeit, geplantes Datum, Abschluss-, Erstellungs- und Aktualisierungsdatum sowie Beschreibung.",{"type":277,"content":584},[585],{"type":261,"content":586},[587,591],{"text":588,"type":265,"marks":589},"Aktivitäten:",[590],{"type":285},{"text":592,"type":265}," Aktionen, die zur Verkaufschance gehören.",{"type":277,"content":594},[595],{"type":261,"content":596},[597,601],{"text":598,"type":265,"marks":599},"Notizen:",[600],{"type":285},{"text":602,"type":265}," Arbeitsnotizen zur Verkaufschance.",{"type":277,"content":604},[605],{"type":261,"content":606},[607,611],{"text":608,"type":265,"marks":609},"Verlauf:",[610],{"type":285},{"text":612,"type":265}," die vom System angezeigten Ereignisse.",{"type":261,"content":614},[615],{"text":616,"type":265},"„Nicht angegeben“ bedeutet, dass ein Datumswert fehlt. „Ohne Datum“ in der Tabelle heißt ebenfalls, dass kein geplantes Datum angezeigt wird.",{"type":351,"attrs":618,"content":621},{"level":619,"id":620},3,"heading_3_4",[622],{"text":623,"type":265},"Schnellaktionen",{"type":274,"content":625},[626,638,650,662],{"type":277,"content":627},[628,634],{"type":261,"content":629},[630],{"text":631,"type":265,"marks":632},"Bearbeiten",[633],{"type":285},{"type":261,"content":635},[636],{"text":637,"type":265},"Ändere die Daten, speichere und prüfe die Karte.",{"type":277,"content":639},[640,646],{"type":261,"content":641},[642],{"text":643,"type":265,"marks":644},"Kundenkarte öffnen",[645],{"type":285},{"type":261,"content":647},[648],{"text":649,"type":265},"Öffne die Informationen zur zugeordneten Person.",{"type":277,"content":651},[652,658],{"type":261,"content":653},[654],{"text":655,"type":265,"marks":656},"Aktivitäten",[657],{"type":285},{"type":261,"content":659},[660],{"text":661,"type":265},"Prüfe oder organisiere die nächsten Schritte.",{"type":277,"content":663},[664,670],{"type":261,"content":665},[666],{"text":667,"type":265,"marks":668},"Notiz hinzufügen",[669],{"type":285},{"type":261,"content":671},[672],{"text":673,"type":265},"Halte ein Gesprächsergebnis oder eine wichtige Vereinbarung fest.",{"type":261,"content":675},[676],{"text":677,"type":265},"Trenne nach einem Gespräch Erkenntnisse und offene Aufgaben: Erkenntnisse gehören in eine Notiz, weitere Schritte in eine Aktivität.",{"type":351,"attrs":679,"content":681},{"level":353,"id":680},"heading_2_5",[682],{"text":683,"type":265},"4. Nutze die Tabelle der Verkaufschancen",{"type":261,"content":685},[686],{"text":687,"type":265},"Die Tabelle vergleicht viele Einträge anhand von Name, Kontakt, Pipeline, Phase, Zuständigkeit, letzter Aktivität und geplantem Datum.",{"type":359,"content":689},[690,696,702,708,714],{"type":277,"content":691},[692],{"type":261,"content":693},[694],{"text":695,"type":265},"Klicke oben auf das Tabellensymbol.",{"type":277,"content":697},[698],{"type":261,"content":699},[700],{"text":701,"type":265},"Wähle bei Bedarf eine Pipeline oder „Alle Pipelines“.",{"type":277,"content":703},[704],{"type":261,"content":705},[706],{"text":707,"type":265},"Prüfe die Spalten und scrolle gegebenenfalls horizontal.",{"type":277,"content":709},[710],{"type":261,"content":711},[712],{"text":713,"type":265},"Öffne zum Phasenwechsel die Auswahl in der Zeile und wähle eine verfügbare Phase.",{"type":277,"content":715},[716],{"type":261,"content":717},[718],{"text":719,"type":265},"Prüfe, ob die neue Phase in der Zeile erscheint.",{"type":261,"content":721},[722],{"text":723,"type":265},"Ändere Phasen bei tatsächlichem Fortschritt, etwa von „Neue Anfrage“ zu „Beratung“, sobald dieser Arbeitsschritt beginnt.",{"type":351,"attrs":725,"content":727},{"level":353,"id":726},"heading_2_6",[728],{"text":729,"type":265},"5. Arbeite mit dem Phasen-Board",{"type":359,"content":731},[732,738,744,750],{"type":277,"content":733},[734],{"type":261,"content":735},[736],{"text":737,"type":265},"Wähle oben die benötigte Pipeline.",{"type":277,"content":739},[740],{"type":261,"content":741},[742],{"text":743,"type":265},"Klicke auf das Board-Symbol neben der Tabellenansicht.",{"type":277,"content":745},[746],{"type":261,"content":747},[748],{"text":749,"type":265},"Prüfe die Phasenspalten und die Anzahl der Einträge.",{"type":277,"content":751},[752],{"type":261,"content":753},[754],{"text":755,"type":265},"Öffne die benötigte Karte, um Details zu bearbeiten.",{"type":389,"attrs":757},{"id":758,"alt":759,"url":760,"type":389,"width":394,"preview":12},"17b0efaa-0084-4c74-bb56-9847ee5b886c","Verkaufschancen nach Phasen der ausgewählten Pipeline.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2F177fa010-e1ac-4136-a23d-078c9626902c.png",{"type":261,"content":762},[763],{"text":764,"type":265},"Verkaufschancen nach Phasen der ausgewählten Pipeline. Klicke auf das Bild, um es vollständig anzuzeigen.",{"type":261,"content":766},[767],{"text":768,"type":265},"Die Board-Karte zeigt Name, Datum, Kontakt und Zuständigkeit. Scrolle bei vielen Spalten horizontal. Grüne oder rote Abschlussspalten kennzeichnen unterschiedliche Ergebnisse.",{"type":261,"content":770},[771],{"text":772,"type":265},"Nutze für den hier belegten Phasenwechsel die Phasenauswahl in der Tabelle. Kehre danach zum Board zurück und prüfe die Position.",{"type":351,"attrs":774,"content":776},{"level":353,"id":775},"heading_2_7",[777],{"text":778,"type":265},"6. Erstelle eine Pipeline für deinen Prozess",{"type":359,"content":780},[781,787,797,803,809,815,824],{"type":277,"content":782},[783],{"type":261,"content":784},[785],{"text":786,"type":265},"Öffne oben die Pipeline-Auswahl.",{"type":277,"content":788},[789],{"type":261,"content":790},[791,792,796],{"text":412,"type":265},{"text":793,"type":265,"marks":794},"Neue Pipeline erstellen",[795],{"type":285},{"text":372,"type":265},{"type":277,"content":798},[799],{"type":261,"content":800},[801],{"text":802,"type":265},"Gib einen Namen ein, etwa „KI-Beratung“.",{"type":277,"content":804},[805],{"type":261,"content":806},[807],{"text":808,"type":265},"Wähle Symbol und Farbe.",{"type":277,"content":810},[811],{"type":261,"content":812},[813],{"text":814,"type":265},"Richte die Phasen ein.",{"type":277,"content":816},[817],{"type":261,"content":818},[819,820,823],{"text":412,"type":265},{"text":461,"type":265,"marks":821},[822],{"type":285},{"text":372,"type":265},{"type":277,"content":825},[826],{"type":261,"content":827},[828],{"text":829,"type":265},"Prüfe, ob die Pipeline in der Liste und bei der Erstellung von Verkaufschancen verfügbar ist.",{"type":389,"attrs":831},{"id":832,"alt":833,"url":834,"type":389,"width":394,"preview":12},"dc262211-ca9d-433c-9f1d-fde6d1981d8a","Pipeline-Formular mit Name, Farbe und Phasen.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2F52898451-c904-4786-a75d-455206519de6.png",{"type":261,"content":836},[837],{"text":838,"type":265},"Pipeline-Formular mit Name, Farbe und Phasen. Klicke auf das Bild, um es vollständig anzuzeigen.",{"type":351,"attrs":840,"content":842},{"level":619,"id":841},"heading_3_8",[843],{"text":844,"type":265},"Name und Typ der Phase",{"type":261,"content":846},[847,849,853],{"text":848,"type":265},"Eine Phase hat einen Teamnamen und einen Zustandstyp. Das Formular zeigt ",{"text":850,"type":265,"marks":851},"Nicht begonnen, In Bearbeitung, Erfolg, Misserfolg",[852],{"type":285},{"text":854,"type":265},". Wähle den Typ nach Bedeutung statt nur nach Farbe.",{"type":274,"content":856},[857,881,903,924,945,967],{"type":277,"content":858},[859,865,873],{"type":261,"content":860},[861],{"text":862,"type":265,"marks":863},"Neue Anfrage",[864],{"type":285},{"type":261,"content":866},[867,871],{"text":868,"type":265,"marks":869},"Typ: ",[870],{"type":285},{"text":872,"type":265},"Nicht begonnen",{"type":261,"content":874},[875,879],{"text":876,"type":265,"marks":877},"Verwendung: ",[878],{"type":285},{"text":880,"type":265},"Die Anfrage liegt vor, die Arbeit hat noch nicht begonnen.",{"type":277,"content":882},[883,889,896],{"type":261,"content":884},[885],{"text":886,"type":265,"marks":887},"Beratung",[888],{"type":285},{"type":261,"content":890},[891,894],{"text":868,"type":265,"marks":892},[893],{"type":285},{"text":895,"type":265},"In Bearbeitung",{"type":261,"content":897},[898,901],{"text":876,"type":265,"marks":899},[900],{"type":285},{"text":902,"type":265},"Du ermittelst den Kundenbedarf.",{"type":277,"content":904},[905,911,917],{"type":261,"content":906},[907],{"text":908,"type":265,"marks":909},"KI-Demo",[910],{"type":285},{"type":261,"content":912},[913,916],{"text":868,"type":265,"marks":914},[915],{"type":285},{"text":895,"type":265},{"type":261,"content":918},[919,922],{"text":876,"type":265,"marks":920},[921],{"type":285},{"text":923,"type":265},"Du zeigst ein praktisches KI-Szenario.",{"type":277,"content":925},[926,932,938],{"type":261,"content":927},[928],{"text":929,"type":265,"marks":930},"Abstimmung",[931],{"type":285},{"type":261,"content":933},[934,937],{"text":868,"type":265,"marks":935},[936],{"type":285},{"text":895,"type":265},{"type":261,"content":939},[940,943],{"text":876,"type":265,"marks":941},[942],{"type":285},{"text":944,"type":265},"Ihr stimmt Programm, Termine oder Bedingungen ab.",{"type":277,"content":946},[947,953,960],{"type":261,"content":948},[949],{"text":950,"type":265,"marks":951},"Bezahlt",[952],{"type":285},{"type":261,"content":954},[955,958],{"text":868,"type":265,"marks":956},[957],{"type":285},{"text":959,"type":265},"Erfolg",{"type":261,"content":961},[962,965],{"text":876,"type":265,"marks":963},[964],{"type":285},{"text":966,"type":265},"In eurem Prozess ist die bestätigte Zahlung das erfolgreiche Ergebnis.",{"type":277,"content":968},[969,975,982],{"type":261,"content":970},[971],{"text":972,"type":265,"marks":973},"Absage",[974],{"type":285},{"type":261,"content":976},[977,980],{"text":868,"type":265,"marks":978},[979],{"type":285},{"text":981,"type":265},"Misserfolg",{"type":261,"content":983},[984,987],{"text":876,"type":265,"marks":985},[986],{"type":285},{"text":988,"type":265},"Die Verkaufschance endet ohne das erwartete Ergebnis.",{"type":261,"content":990},[991],{"text":992,"type":265},"Dies ist eine Beispielstruktur für KI-Angebote. Die Bezeichnungen „Bezahlt“ und „Erfolg“ bestätigen keinen Zahlungsvorgang. Wechsle erst nach Prüfung des tatsächlichen Ereignisses in diese Phase.",{"type":261,"content":994},[995,997,1001],{"text":996,"type":265},"Die Schaltfläche ",{"text":998,"type":265,"marks":999},"Phase hinzufügen",[1000],{"type":285},{"text":1002,"type":265}," ergänzt eine Phase. Ziehgriffe ändern die Reihenfolge, Drei-Punkte-Menüs bieten Aktionen. Prüfe vor dem Speichern Namen, Reihenfolge und Typ jeder Phase.",{"type":351,"attrs":1004,"content":1006},{"level":353,"id":1005},"heading_2_9",[1007],{"text":1008,"type":265},"7. Finde Verkaufschancen mit Filtern",{"type":359,"content":1010},[1011,1021,1027,1033,1043],{"type":277,"content":1012},[1013],{"type":261,"content":1014},[1015,1016,1020],{"text":412,"type":265},{"text":1017,"type":265,"marks":1018},"Filter",[1019],{"type":285},{"text":372,"type":265},{"type":277,"content":1022},[1023],{"type":261,"content":1024},[1025],{"text":1026,"type":265},"Gib Zuständigkeit, Kontakt, Phase oder einen Zeitraum unter „Geplant für“ an.",{"type":277,"content":1028},[1029],{"type":261,"content":1030},[1031],{"text":1032,"type":265},"Trage für einen Zeitraum Anfangs- und Enddatum ein.",{"type":277,"content":1034},[1035],{"type":261,"content":1036},[1037,1038,1042],{"text":412,"type":265},{"text":1039,"type":265,"marks":1040},"Anwenden",[1041],{"type":285},{"text":372,"type":265},{"type":277,"content":1044},[1045],{"type":261,"content":1046},[1047],{"text":1048,"type":265},"Prüfe die Ergebnisliste.",{"type":389,"attrs":1050},{"id":1051,"alt":1052,"url":1053,"type":389,"width":394,"preview":12},"73de5c70-bb27-4b33-8919-d5bb0ef8f449","Filter nach Zuständigkeit, Kontakt, Phase und geplantem Datum.","https:\u002F\u002Fcloud.cs3.westudy.ua\u002Ffile?path=westudy_online%2Fpublic%2Fwestudy%2F1837f3d1-c266-44b0-8999-6cadf3d790cc.png",{"type":261,"content":1055},[1056],{"text":1057,"type":265},"Filter nach Zuständigkeit, Kontakt, Phase und geplantem Datum. Klicke auf das Bild, um es vollständig anzuzeigen.",{"type":261,"content":1059},[1060,1064],{"text":1061,"type":265,"marks":1062},"Nur meine",[1063],{"type":285},{"text":1065,"type":265}," zeigt nur der aktuellen Person zugeordnete Verkaufschancen. Auch die Pipeline-Auswahl grenzt ein. Prüfe diese Einstellungen zusammen mit den Filtern.",{"type":261,"content":1067},[1068],{"text":1069,"type":265},"Die Tabelle enthält „Alle“, „Heute“, „Geplant“, „Überfällig“ und „Abgeschlossen“. Damit öffnest du passende Gruppen schnell. Das Board kann weniger Tabs haben.",{"type":261,"content":1071},[1072,1074,1078,1080,1084],{"text":1073,"type":265},"Öffne zum Entfernen von Bedingungen die Filter, klicke auf ",{"text":1075,"type":265,"marks":1076},"Leeren",[1077],{"type":285},{"text":1079,"type":265}," und wende die Änderungen an. Bei leerem Ergebnis ist gegebenenfalls ",{"text":1081,"type":265,"marks":1082},"Filter zurücksetzen",[1083],{"type":285},{"text":1085,"type":265}," verfügbar. Prüfe außerdem „Nur meine“, den aktiven Tab und die Pipeline.",{"type":351,"attrs":1087,"content":1089},{"level":353,"id":1088},"heading_2_10",[1090],{"text":1091,"type":265},"8. Beispiel eines vollständigen KI-Anfrageprozesses",{"type":359,"content":1093},[1094,1100,1106,1112,1118,1124,1130,1136],{"type":277,"content":1095},[1096],{"type":261,"content":1097},[1098],{"text":1099,"type":265},"Finde oder erstelle den Kontakt Olena Koval.",{"type":277,"content":1101},[1102],{"type":261,"content":1103},[1104],{"text":1105,"type":265},"Erstelle „ChatGPT-Schulung fürs Team“ in der Pipeline „KI-Schulung“.",{"type":277,"content":1107},[1108],{"type":261,"content":1109},[1110],{"text":1111,"type":265},"Weise eine zuständige Person zu.",{"type":277,"content":1113},[1114],{"type":261,"content":1115},[1116],{"text":1117,"type":265},"Beschreibe den Bedarf: zwölf Mitarbeitende, E-Mails und Besprechungszusammenfassungen.",{"type":277,"content":1119},[1120],{"type":261,"content":1121},[1122],{"text":1123,"type":265},"Plane „Anruf: ChatGPT-Szenarien fürs Team besprechen“.",{"type":277,"content":1125},[1126],{"type":261,"content":1127},[1128],{"text":1129,"type":265},"Ergänze nach dem Gespräch eine Notiz und aktualisiere die Phase.",{"type":277,"content":1131},[1132],{"type":261,"content":1133},[1134],{"text":1135,"type":265},"Plane bei Bedarf eine KI-Demo oder ein Abstimmungsgespräch.",{"type":277,"content":1137},[1138],{"type":261,"content":1139},[1140],{"text":1141,"type":265},"Wähle nach Feststellung des tatsächlichen Ergebnisses die passende Abschlussphase.",{"type":351,"attrs":1143,"content":1145},{"level":353,"id":1144},"heading_2_11",[1146],{"text":1147,"type":265},"9. Häufige Fragen",{"type":261,"content":1149},[1150],{"text":1151,"type":265,"marks":1152},"Warum ist eine Verkaufschance aus der Liste verschwunden?",[1153],{"type":285},{"type":261,"content":1155},[1156],{"text":1157,"type":265},"Prüfe Pipeline, Filter, Tab und „Nur meine“. Nach einem Phasenwechsel kann der Eintrag aus der Auswahl fallen.",{"type":261,"content":1159},[1160],{"text":1161,"type":265,"marks":1162},"Warum sehe ich die Verkaufschance nicht auf dem Board?",[1163],{"type":285},{"type":261,"content":1165},[1166],{"text":1167,"type":265},"Prüfe die Pipeline, scrolle durch alle Spalten und kontrolliere die Phase in der Tabelle.",{"type":261,"content":1169},[1170],{"text":1171,"type":265,"marks":1172},"Warum ist der falsche Kunde zugeordnet?",[1173],{"type":285},{"type":261,"content":1175},[1176],{"text":1177,"type":265},"Öffne die Karte, prüfe den Kontakt und wähle „Bearbeiten“. Speichere und kontrolliere erneut.",{"type":261,"content":1179},[1180],{"text":1181,"type":265,"marks":1182},"Genügt nach einem Anruf ein Phasenwechsel?",[1183],{"type":285},{"type":261,"content":1185},[1186],{"text":1187,"type":265},"Halte auch das Aktivitätsergebnis und die Vereinbarungen fest. Die Phase beschreibt die gesamte Anfrage, das Anrufergebnis eine einzelne Handlung."]