Ukuphonononga abahleli
Umzekelo ifayile yasimahla yomthengi: Masiyitsho kwangoko, "umthengi" yintliziyo yeshishini lakho, ngulowo ulizisayo. Ngaphandle kwayo, umsebenzi wakho awukho.
Amaxesha amaninzi ukungakhathalelwa kakuhle ngoosomashishini kunye nabasebenzi abazimeleyo, isiseko sedatha sabathengi sisisixhobo esoyikekayo. Ifayile yomthengi esebenzayo iyodwa inokunyusa iziphumo zeshishini lakho.
Ngaba ufuna ukuphucula intengiso yakho kunye nokutsala amathemba onokuwaguqula abe ngabathengi? Ngaba ufuna abathengi bakho ukuba batyelele iwebhusayithi yakho, ukuze ubazi ngcono? Ngenxa yoko, kuya kufuneka wenze ifayile yabathengi kunye nethemba.
Uyenza njani ifayile yomthengi ebalaseleyo? Funda ngendlela yokujonga kunye nokugcina abathengi bakho ngokuqokelela idatha kunye neyethu itemplate yefayile yomxumi ekhululekileyo.
Uluhlu lwangaphakathi
Yenzelwa ntoni ifayile yomthengi?
Ngaphambi kokuvula i-Excel ispredishithi, qala ngokuchaza iinjongo zakho. Zeziphi izizathu ozifunayo yenza ifayile yomthengi ? Yintoni injongo yedatha yakho? Uhlobo lolwazi lokuqokelela luya kuxhomekeka ikakhulu kumabhongo akho.
Ngokwenkcazo, ifayile yomthengi isetyenziselwa ukuqokelela idatha echanekileyo kubathengi okanye kumathemba. Oku kuyakusetyenziselwa ukucokisa ukubonelelwa kwakho ukukhulisa ithagethi yakho kodwa nayo ukunyaniseka kwabathengi abasele bezisebenzisa iinkonzo zakho.
Idatha eqokelelweyo iya kukuvumela ukuba uyenze ibe yeyakho imiyalezo yakho ngokunika umthengi okanye unike ithemba lokulungiselela imeko yabo ngokweemfuno okanye uhlahlo-lwabiwo mali.
galela uqalise kwakhona umthengi kwaye ungalahlekani, nikezela ngeenkonzo ezongezelelweyo, umzekelo.
Umxholo wefayile yomthengi
Ifayile yomxhasi okanye ifayile yokukhangela, okanye nokuba yifayile yokufumana ulwazi, yindawo yogcino lwedatha edibanisa ulwazi olubalulekileyo ngeposi yakho, umnxeba, i-imeyile okanye amaphulo okuthengisa ngokuthe ngqo eSMS.
Nabani na onxibelelane neshishini lakho okanye oye wanxibelelana naye, nokuba kukanye, unokongezwa kuluhlu lwakho lwethemba.
Nangona kunjalo, ulwazi olukule datha kufuneka luhlaziywe rhoqo ukuze kususwe amathemba angaqinisekanga.
Ngokubanzi, nokuba zeziphi iinjongo zakho, kubalulekile ukuyigcina ilula. Ukuze iziko ledatha libe nokusebenziseka, kufuneka libe nalo kuphela ulwazi oluncedo.
Nanku umzekelo uhlobo lolwazi onokuthi uluqaphele kwifayile yakho yabathengi:
- nom
- idilesi
- Imeyli
- phone
- Ulwazi olongezelelekileyo (isini, ubudala, ilizwe, ingingqi)
Uya kudinga ukwazi umdla wabathengi abanokubakho ukuze wakhe ubudlelwane kunye nabo kwaye, xa ixesha lilungile, nxibelelana nabo ukuze ubanike iimveliso okanye iinkonzo zakho.
Ulwazi oluqulethwe kule fayile kufuneka lube neenkcukacha ngokwaneleyo njengoko lusekwe kumntu ngamnye oneemfuno kunye nezinto anomdla kuzo. Nangona kunjalo, ayiloncedo ukubhala yonke into phantsi. Ulwazi olubalulekileyo luxhomekeke nakwishishini lakho.
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Itemplate yefayile yomthengi osimahla
Sikunikezela apha umzekelo wethu wefayile yeklayenti ekhululekileyo equka:
| IKHOLAM | INKCAZELO | UMZEKELO |
| UKUHLALA | Civility (Beka u "M" u "Monsieur", "uMama" ka "Madame" kunye no "Mlle" kaMademoiselle) | Mnu, Nkskz, Nkosazana |
| IDILESI 1 | Umgca wokuqala wedilesi | 13, rue de l'Etoile |
| IDILESI 2 | Umgca wesibini wedilesi | Ilulwane. IHEMIRIS |
| TYHILA | Ingeniso nge-euro (kufuneka ibe linani elipheleleyo) | 1500 |
| UKUSEBENZA | Abasebenzi benkampani (mababe linani elipheleleyo) | 50 |
| IQELA | Iqela eliyinkampani. Eli candelo lisetyenziselwa ukwahlula iinkampani | "Okubalulekileyo", "Ithemba", "Umthengisi" |
| PHAWULA | Izimvo (isicatshulwa sasimahla) malunga nenkampani | Umthengi onomdla kakhulu kwintlanganiso yethu yokugqibela. |
| IMVELAPHI | Imvelaphi yonxibelelwano | "Amaphepha amthubi", "Ukufowuna", Igama lomboneleli ngeshishini, njl. |
| STOPANY STATE | Ubume bobudlelwane nale nkampani | "Phantsi kothethathethwano", "Ukukhunjuzwa", "Andinamdla", "Intelekelelo yeendleko iyaqhubeka", njl. |
| ILANDELWE NGU | Idilesi ye-imeyile yommeli wentengiso eyabelwe le nkampani (umthengi) | dupond@masociete.com |
Cofa apha ngezantsi ukukhuphela le fayile yomthengi wesampulu kwifomathi ye-Excel (eguqukayo ibe yiPdf): Khuphela ifayile yefayile yomxumi wasimahla.
Imiqobo:
- Onke amasimi anokukhetha ngaphandle kwegama lenkampani kunye negama lomntu ukuba sibandakanya idatha yobuqu.
- Akufuneki kubekho imigca engenanto kwifayile
- Ukuba baninzi abantu kwinkampani enye, ufuna umgca kumntu ngamnye kwinkampani kwaye ubeke ulwazi oluthile kwinkampani kulayini ngamnye.
- Ukungenisa ifayile yakho, kuya kufuneka ugcine ifayile yakho ye-EXCEL kwifomathi ye-CSV (isahluli semicolon). Ukuba uphantsi kwe-MAC, kuya kufuneka ukhethe ".CSV yeWINDOWS" ukhetho.
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Ifayile yethemba lasimahla: Umbutho wefayile yomthengi
Idatha eqokelelweyo kufuneka yakhiwe kwaye irekhodwe ngokokusetyenziswa kwayo ofuna ukuyenza. Ingcebiso ... yigcine ilula kwaye isebenza
Ulwazi oluninzi lubulala ulwazi… Ukwazi yonke into akuloncedo okanye ukuxhaphaza, ubuncinci hayi ekuqaleni. Kungcono ukuqala ngokulula kwaye ukhule kwindawo yogcino lwedatha njengoko iimfuno zakho zikhula.
Namhlanje, izixhobo ezilula unazo ukwenza ifayile yakho eyeyakho, unokuqhagamshelana nayo eli khonkco lilandelayo lokufumana ezinye izimvo.
Ulawulo lweprokjekthi : CofaUp, ulawule ngokulula wonke umsebenzi wakho! & Iindlela ezizezinye eziLungileyo zokuThumela kwiFayile yokuThumela iiFayile ezinkulu simahla
Zibekele usukelo olusengqiqweni ukuqala isiseko sedatha yabathengi kwaye unxibelelane nabasebenzi bakho. Ngokuqinisekileyo baya kuba nezimvo kunye neengcebiso malunga nendlela yokuqokelela kunye nokusebenzisa ulwazi oluqokelelweyo.
Ukuze usebenze, a ifayile yeklayenti yasimahla kufuneka uphile kwaye ungabi ngumkhenkce. Khumbula ukuyivuselela kwaye uyihlaziye rhoqo. Cima idatha ocinga ukuba iphelelwe lixesha (umzekelo: iidilesi ezingasebenziyo ze-imeyile), kodwa kwakhona typos, iikopi, njl.
Kwelinye icala, ityebise ifayile yakho yomthengi ngokugcwalisa idatha engekhoyo. Ixesha elingaphezulu kwaye kuxhomekeke kuphuhliso lweshishini lakho okanye amashishini amancinci, Yongeza iindidi zedatha entsha (ngaphandle kokuwela kumthwalo ongaphezulu!).
Ukuze usebenze ngokukuko, i itemplate yefayile yomxumi ekhululekileyo inokungeniswa ngaphakathi ngokwahlukileyo Isoftware yeCRM njenge-Adobe Campaign okanye iZoho ...
Ungalibali ukwabelana ngenqaku!
