{"id":717,"date":"2026-10-24T10:39:42","date_gmt":"2026-10-24T15:39:42","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/como-leer-el-resumen-del-dia-del-crm\/"},"modified":"2026-10-24T11:53:01","modified_gmt":"2026-10-24T16:53:01","slug":"como-leer-el-resumen-del-dia-del-crm","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/como-leer-el-resumen-del-dia-del-crm\/","title":{"rendered":"How to read the CRM Daily Summary"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 CRM \u00b7 Estado: borrador (sin publicar) \u00b7 P\u00fablico: administrador y asesor \u00b7 Plan: todos los planes con CRM \u00b7 Etiquetas: resumen, ventas, dinero dormido, seguimiento --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>See in one place what was sold today, who's waiting for a reply and which opportunities are going cold, so you can decide what to handle first.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>Go to <strong>CRM<\/strong>. The summary appears at the top, before the numbers by stage.<\/li>\n<li>The administrator sees the whole account. Each sales rep only sees their own: their opportunities, the conversations assigned to them and their activities.<\/li>\n<li>&#8220;Today&#8221; is calculated using the account's time zone.<\/li>\n<\/ul>\n<h2>What each card shows<\/h2>\n<ol>\n<li><strong>Won today:<\/strong> opportunities that moved to <strong>Won<\/strong> today, with their value in COP and USD, and the day's new leads. <span class=\"ay-captura\">Screenshot: &#8220;Won today&#8221; card<\/span><\/li>\n<li><strong>Waiting for a reply:<\/strong> open conversations where the customer wrote and no one has replied for more than 30 minutes. It shows how long the oldest one has been waiting and how many are over 4 hours. <span class=\"ay-captura\">Screenshot: &#8220;Waiting for a reply&#8221; card<\/span><\/li>\n<li><strong>Overdue activities:<\/strong> pending tasks, calls or meetings that are past their date, and the ones left for today.<\/li>\n<li><strong>Idle money:<\/strong> open opportunities with no movement for more than 7 days. Below are the highest-value ones, with the days they've gone without movement. <span class=\"ay-captura\">Screenshot: list of idle opportunities<\/span><\/li>\n<\/ol>\n<h2>What to do with what you see<\/h2>\n<ul>\n<li>Reply first to anything that's been waiting more than 4 hours.<\/li>\n<li>Write to or call the highest-value idle opportunities; if there's no longer any interest, close them as <strong>Lost<\/strong> with their reason.<\/li>\n<li>Complete or reschedule overdue activities.<\/li>\n<\/ul>\n<h2>Common issues<\/h2>\n<details>\n<summary>The summary doesn't appear<\/summary>\n<p>Reload the page. If it still doesn't appear, contact us.<\/p>\n<\/details>\n<details>\n<summary>A conversation doesn't count as &#8220;waiting&#8221;<\/summary>\n<p>Only open conversations where the last message is from the customer count.<\/p>\n<\/details>\n<details>\n<summary>An opportunity shows as idle but you talked to the customer another way<\/summary>\n<p>The system only sees activity inside Archie Talk. Log the call or message as an activity or note so it stops being flagged.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>If the figures don't match what you see on the board. Send us a screenshot and the time.<\/p>\n<h2>What data it uses<\/h2>\n<p>It only reads information that's already in your account. It doesn't send messages or change any data.<\/p>","protected":false},"excerpt":{"rendered":"<p>See in one place what was sold today, who's waiting for a reply and which opportunities are going cold, so you can decide what to handle first.<\/p>","protected":false},"featured_media":0,"menu_order":19,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,92],"class_list":["post-717","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-metricas-y-reportes"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":1,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/717\/revisions"}],"predecessor-version":[{"id":811,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/717\/revisions\/811"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=717"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}