{"id":23033,"date":"2023-01-05T11:46:15","date_gmt":"2023-01-05T11:46:15","guid":{"rendered":"https:\/\/www.getsharedcontacts.com\/integration\/partilhe-os-seus-contactos-com-a-sua-equipa-a-um-custo-quase-nulo\/"},"modified":"2023-11-27T13:42:26","modified_gmt":"2023-11-27T13:42:26","slug":"partilhe-os-seus-contactos-com-a-sua-equipa-a-um-custo-quase-nulo","status":"publish","type":"integration","link":"https:\/\/getsharedcontacts.com\/pt-pt\/integration\/partilhe-os-seus-contactos-com-a-sua-equipa-a-um-custo-quase-nulo\/","title":{"rendered":"Partilhe os seus contactos com a sua equipa a um custo quase nulo"},"content":{"rendered":"\n<p>Insightly \u00e9 uma excelente ferramenta para as organiza\u00e7\u00f5es lidarem com as suas rela\u00e7\u00f5es com os clientes e gest\u00e3o de contactos. Infelizmente, pode ter um custo consider\u00e1vel se quiser que todos os funcion\u00e1rios da sua organiza\u00e7\u00e3o tenham acesso \u00e0s informa\u00e7\u00f5es dos seus clientes. A sua sede de CRM custa $29 pela sua vers\u00e3o b\u00e1sica at\u00e9 $99 pelo seu pacote empresarial.<\/p>\n\n<p>H\u00e1 uma solu\u00e7\u00e3o rent\u00e1vel para isto. Google e os Contactos Partilhados para Gmail\u00ae permitem a todos os membros da sua organiza\u00e7\u00e3o aceder aos seus contactos Insightly CRM a <a href=\"https:\/\/www.getsharedcontacts.com\/pt-pt\/fixacao-de-precos\/\" target=\"_blank\" rel=\"noreferrer noopener\">uma pequena frac\u00e7\u00e3o do pre\u00e7o do assento CRM<\/a>! Isto \u00e9 com a devida permiss\u00e3o, claro. Estas aplica\u00e7\u00f5es podem at\u00e9 permitir que os membros da sua equipa adicionem novos contactos ou os actualizem, <strong>sem pagar qualquer licen\u00e7a ao Insightly!<\/strong> <\/p>\n\n<h2 class=\"wp-block-heading\">Guia para partilhar os seus contactos com membros da equipa n\u00e3o-CRM<\/h2>\n\n<div class=\"schema-how-to wp-block-yoast-how-to-block\"><p class=\"schema-how-to-total-time\"><span class=\"schema-how-to-duration-time-text\">Time needed:&nbsp;<\/span>4 minutes<\/p><p class=\"schema-how-to-description\"><\/p> <ol class=\"schema-how-to-steps\"><li class=\"schema-how-to-step\" id=\"how-to-step-1634559191458\"><strong class=\"schema-how-to-step-name\"><meta charset=\"utf-8\">Clique no seu nome na barra de menu superior &gt; Configura\u00e7\u00f5es do Sistema.<\/strong> <p class=\"schema-how-to-step-text\"><br><img loading=\"lazy\" decoding=\"async\" width=\"2880\" height=\"1642\" src=\"https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar.png\" class=\"attachment-full size-full\" alt=\"Click on your name in the top menu bar\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar.png 2880w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar-300x171.png 300w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar-1024x584.png 1024w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar-150x86.png 150w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar-768x438.png 768w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar-1536x876.png 1536w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-1-Click-on-your-name-in-the-top-menu-bar-2048x1168.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1634559458690\"><strong class=\"schema-how-to-step-name\">Clique em &#8216;Google Contact Sync&#8217;.<\/strong> <p class=\"schema-how-to-step-text\"><br><img decoding=\"async\" alt=\"Clique em 'Google Contact Sync'.\" src=\"https:\/\/www.getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-2-Click-%E2%80%98Google-Contact-Sync..png\"><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1634559557627\"><strong class=\"schema-how-to-step-name\">Seleccione &#8216;Google Sync Enabled&#8217; e clique em &#8216;Guardar defini\u00e7\u00f5es&#8217;.<\/strong> <p class=\"schema-how-to-step-text\"><br><img decoding=\"async\" alt=\"Seleccione 'Google Sync Enabled' e clique em 'Guardar defini\u00e7\u00f5es'.\" src=\"https:\/\/www.getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-3-Select-%E2%80%98Google-Sync-Enabled-and-click-%E2%80%98Save-Settings..png\"><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1634559588075\"><strong class=\"schema-how-to-step-name\">Clique novamente no \u00edcone do seu perfil, e clique em &#8216;User Settings&#8217;.<\/strong> <p class=\"schema-how-to-step-text\"><br><img decoding=\"async\" alt=\"clicar em 'User Settings'.\" src=\"https:\/\/www.getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-4-click-%E2%80%98User-Settings..png\"><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1634559671710\"><strong class=\"schema-how-to-step-name\">Clique em &#8216;Contact Sync&#8217; e depois clique na integra\u00e7\u00e3o Google para sincronizar Insightly Contacts.  <\/strong> <p class=\"schema-how-to-step-text\"><br><img decoding=\"async\" alt=\"Clique em 'Contact Sync'.\" src=\"https:\/\/www.getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-5-Click-on-%E2%80%98Contact-Sync.png\"><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1634559726839\"><strong class=\"schema-how-to-step-name\"><meta charset=\"utf-8\"><meta charset=\"utf-8\">Para ver se a sincroniza\u00e7\u00e3o foi bem sucedida na sua conta <meta charset=\"utf-8\">Contactos Partilhados\u00ae, basta iniciar sess\u00e3o, e como pode ver a etiqueta &#8220;Insightly-Contacts&#8221; \u00e9 preenchida com os contactos CRM <meta charset=\"utf-8\">para si e para os seus colaboradores. Agora, para partilhar este r\u00f3tulo, basta clicar no log\u00f3tipo <em>&#8216;partilhar&#8217;<\/em>.<\/strong> <p class=\"schema-how-to-step-text\"><br><img decoding=\"async\" alt=\"ver a etiqueta 'Insightly-Contacts' est\u00e1 preenchida com os contactos CRM\" src=\"https:\/\/www.getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-6-see-the-%E2%80%98Insightly-Contacts-label-is-filled-with-the-CRM-contacts-.png\"><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1634560887213\"><strong class=\"schema-how-to-step-name\"><meta charset=\"utf-8\">Acrescentar os colaboradores que devem necessitar de acesso a estes contactos, bem como definir as suas permiss\u00f5es de acesso.<\/strong> <p class=\"schema-how-to-step-text\"><meta charset=\"utf-8\">Sugerimos que defina a permiss\u00e3o de acesso para &#8220;Editores&#8221;, uma vez que isso permitir\u00e1 aos utilizadores atualizar os contactos ou criar novos contactos e que as altera\u00e7\u00f5es sejam reflectidas diretamente no CRM.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"2880\" height=\"1640\" src=\"https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions.png\" class=\"attachment-full size-full\" alt=\"set their access permissions\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions.png 2880w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions-300x171.png 300w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions-1024x583.png 1024w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions-150x85.png 150w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions-768x437.png 768w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions-1536x875.png 1536w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-7-set-their-access-permissions-2048x1166.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1634560902722\"><strong class=\"schema-how-to-step-name\"><meta charset=\"utf-8\">Voil\u00e0, os membros da sua equipa t\u00eam agora acesso total aos seus contactos Insigthly CRM!<br><\/strong> <p class=\"schema-how-to-step-text\"><img loading=\"lazy\" decoding=\"async\" width=\"2880\" height=\"1646\" src=\"https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts.png\" class=\"attachment-full size-full\" alt=\"team members now have full access to your Capsule CRM contacts\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts.png 2880w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts-300x171.png 300w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts-1024x585.png 1024w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts-150x86.png 150w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts-768x439.png 768w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts-1536x878.png 1536w, https:\/\/getsharedcontacts.com\/wp-content\/uploads\/2021\/10\/Step-8-team-members-now-have-full-access-to-your-Capsule-CRM-contacts-2048x1170.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/p> <\/li><\/ol><\/div>\n\n<p>\u00c9 t\u00e3o simples quanto isso! Agora pode partilhar os seus contactos Insightly CRM com toda a sua organiza\u00e7\u00e3o sem ter de comprar mais licen\u00e7as dentro da Insightly! Tudo gra\u00e7as aos <em>Contactos Partilhados para Gmail\u00ae<\/em>.<\/p>\n\n<ul class=\"readmoreblock wp-block-list\">\n<li><a href=\"https:\/\/www.getsharedcontacts.com\/pt-pt\/integration\/partilhe-os-seus-contactos-zoho-com-a-sua-equipa-quase-a-custo-zero\/\">Partilhe os seus contactos de CRM Zoho com a sua equipa quase a custo zero<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.getsharedcontacts.com\/integration\/synchronize-google-contacts-with-any-software-or-crm\/\">Sincronizar os contactos do Google com qualquer software ou CRM<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.getsharedcontacts.com\/pt-pt\/integration\/partilhe-os-seus-contactos-de-cobre-com-a-sua-equipa-quase-a-custo-zero\/\">Partilhe os seus contactos de cobre com a sua equipa quase a custo zero<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Insightly \u00e9 uma excelente ferramenta para as organiza\u00e7\u00f5es lidarem com as suas rela\u00e7\u00f5es com os clientes e gest\u00e3o de contactos. Infelizmente, pode ter um custo consider\u00e1vel se quiser que todos os funcion\u00e1rios da sua organiza\u00e7\u00e3o tenham acesso \u00e0s informa\u00e7\u00f5es dos seus clientes. A sua sede de CRM custa $29 pela sua vers\u00e3o b\u00e1sica at\u00e9 $99 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7224,"parent":0,"template":"","class_list":["post-23033","integration","type-integration","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/getsharedcontacts.com\/pt-pt\/wp-json\/wp\/v2\/integration\/23033","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/getsharedcontacts.com\/pt-pt\/wp-json\/wp\/v2\/integration"}],"about":[{"href":"https:\/\/getsharedcontacts.com\/pt-pt\/wp-json\/wp\/v2\/types\/integration"}],"author":[{"embeddable":true,"href":"https:\/\/getsharedcontacts.com\/pt-pt\/wp-json\/wp\/v2\/users\/1"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/getsharedcontacts.com\/pt-pt\/wp-json\/wp\/v2\/media\/7224"}],"wp:attachment":[{"href":"https:\/\/getsharedcontacts.com\/pt-pt\/wp-json\/wp\/v2\/media?parent=23033"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}