{"id":640,"date":"2025-09-08T16:00:57","date_gmt":"2025-09-08T16:00:57","guid":{"rendered":"https:\/\/upmlm.com\/help_pt_br\/?post_type=tesserakb&p=640"},"modified":"2026-02-25T11:10:43","modified_gmt":"2026-02-25T11:10:43","slug":"how-do-i-manage-my-leads-in-upmlm","status":"publish","type":"tesserakb","link":"https:\/\/upmlm.com\/help_pt_br\/knowledgebase\/how-do-i-manage-my-leads-in-upmlm\/","title":{"rendered":"Como gerenciar meus leads no UpMLM?"},"content":{"rendered":"

Como editar e gerenciar leads?<\/h1>\n
\n

Introdu\u00e7\u00e3o<\/p>\n

Neste tutorial, voc\u00ea aprender\u00e1 como editar e gerenciar um lead no UpMLM. Ao final deste guia, voc\u00ea ser\u00e1 capaz de atualizar os detalhes do lead, revisar atividades e tomar a\u00e7\u00f5es que ajudem a avan\u00e7ar o lead no seu processo.<\/p>\n<\/div>\n

\n

1. ### Acessar a Se\u00e7\u00e3o de Leads<\/strong><\/p>\n

No menu de navega\u00e7\u00e3o principal, clique em Leads<\/strong>.<\/p>\n

> Esta se\u00e7\u00e3o exibe todos os leads armazenados no seu sistema.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

2. ### Selecionar um Lead<\/strong><\/p>\n

Encontre o lead que deseja gerenciar e clique no nome dele.<\/p>\n

> Isso abre a visualiza\u00e7\u00e3o detalhada do perfil do lead.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

3. ### Tomar A\u00e7\u00e3o no Lead<\/strong><\/p>\n

Use as a\u00e7\u00f5es dispon\u00edveis, como:<\/p>\n

    \n
  • \n

    Adicionar notas<\/p>\n<\/li>\n

  • \n

    Adicionar etiquetas para segmenta\u00e7\u00e3o<\/p>\n<\/li>\n<\/ul>\n

    > Essas a\u00e7\u00f5es ajudam voc\u00ea a manter consist\u00eancia e organiza\u00e7\u00e3o no seu acompanhamento.<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    4. Etiquetas<\/strong><\/p>\n

    Clique em “Adicionar Etiquetas” para abrir o menu de etiquetas<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    5. Personalizar Etiquetas<\/strong><\/p>\n

    Crie etiquetas que sejam \u00fateis para segmentar seus leads<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    6. Editar Informa\u00e7\u00f5es Pessoais<\/strong><\/p>\n

    Clique em Editar<\/strong> para abrir o editor de perfil do lead<\/p>\n<\/div>\n

    \"\"<\/p>\n

    \n

    7. ### Editar Informa\u00e7\u00f5es do Lead<\/strong><\/p>\n

    Clique em Editar<\/strong> ou selecione os campos edit\u00e1veis para atualizar informa\u00e7\u00f5es como:<\/p>\n

      \n
    • \n

      Nome<\/p>\n<\/li>\n

    • \n

      Detalhes de contato<\/p>\n<\/li>\n

    • \n

      Status<\/p>\n<\/li>\n

    • \n

      Notas<\/p>\n<\/li>\n<\/ul>\n

      > Manter as informa\u00e7\u00f5es do lead atualizadas melhora a precis\u00e3o do acompanhamento.<\/p>\n<\/div>\n

      \"\"<\/p>\n

      \n

      Dica: ## Dicas Pr\u00e1ticas<\/p>\n

        \n
      • \n

        Atualize o status regularmente:<\/strong> Isso ajuda a priorizar leads e planejar as pr\u00f3ximas a\u00e7\u00f5es.<\/p>\n<\/li>\n

      • \n

        Use notas de forma consistente:<\/strong> As notas fornecem contexto para intera\u00e7\u00f5es futuras.<\/p>\n<\/li>\n

      • \n

        Revise a atividade antes de entrar em contato:<\/strong> O acompanhamento personalizado aumenta o engajamento.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n

        \n

        Dica: ## Conclus\u00e3o<\/p>\n

        Editar e gerenciar leads no UpMLM permite que voc\u00ea mantenha registros precisos e um acompanhamento eficaz. Um gerenciamento adequado de leads melhora a organiza\u00e7\u00e3o, a comunica\u00e7\u00e3o e o potencial geral de convers\u00e3o.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

        Como editar e gerenciar leads? Introdu\u00e7\u00e3o Neste tutorial, voc\u00ea aprender\u00e1 como editar e gerenciar um lead no UpMLM. Ao final deste guia, voc\u00ea ser\u00e1 capaz de atualizar os detalhes do lead, revisar atividades e tomar a\u00e7\u00f5es que ajudem a avan\u00e7ar o lead no seu processo. 1. ### Acessar a Se\u00e7\u00e3o de Leads No menu de…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"tessera_post_format_link":""},"tesserakbcats":[67],"tesserakbtags":[],"class_list":["post-640","tesserakb","type-tesserakb","status-publish","format-standard","hentry","tesserakbcats-leads"],"acf":[],"yoast_head":"\nComo gerenciar meus leads no UpMLM? - Ajuda UpMLM<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/upmlm.com\/help_pt_br\/knowledgebase\/how-do-i-manage-my-leads-in-upmlm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Como gerenciar meus leads no UpMLM? - Ajuda UpMLM\" \/>\n<meta property=\"og:description\" content=\"Como editar e gerenciar leads? 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