{"id":11998,"date":"2021-11-05T21:50:22","date_gmt":"2021-11-05T18:50:22","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=11998"},"modified":"2026-02-11T11:11:27","modified_gmt":"2026-02-11T08:11:27","slug":"como-criar-e-gerenciar-negocios-na-sua-pipeline-usando-o-crm-gratuito-da-snov-io","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/br\/como-criar-e-gerenciar-negocios-na-sua-pipeline-usando-o-crm-gratuito-da-snov-io\/","title":{"rendered":"Como criar e gerenciar neg\u00f3cios na Snov.io CRM"},"content":{"rendered":"<p class=\"\" data-start=\"0\" data-end=\"159\"><em>Neste artigo, voc\u00ea aprender\u00e1 como criar e gerenciar neg\u00f3cios em pipelines no <a href=\"https:\/\/snov.io\/br\/crm-de-vendas\">Snov.io CRM<\/a> para se manter organizado e acompanhar o progresso das suas vendas de forma eficiente.<\/em><\/p>\n<p><a href=\"#criar\"><span style=\"font-weight: 400;\">Como criar um neg\u00f3cio<\/span><\/a><\/p>\n<p><a href=\"#gerenciar\"><span style=\"font-weight: 400;\">Como gerenciar neg\u00f3cios<\/span><\/a><\/p>\n<p><a href=\"#grupos-e-campos\"><span style=\"font-weight: 400;\">Como adicionar grupos e campos personalizados aos neg\u00f3cios<\/span><\/a><\/p>\n<p>Um neg\u00f3cio na Snov.io CRM \u00e9 uma oportunidade de venda representada como um cart\u00e3o no seu pipeline. Ele ajuda voc\u00ea a acompanhar o progresso de um cliente em potencial por diferentes etapas do funil de vendas \u2014 desde o primeiro contato at\u00e9 o fechamento.<\/p>\n<p>Cada cart\u00e3o de neg\u00f3cio inclui detalhes como:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li class=\"\" data-start=\"407\" data-end=\"455\">\n<p class=\"\" data-start=\"409\" data-end=\"455\">prospects vinculados e seus dados de contato<\/p>\n<\/li>\n<li class=\"\" data-start=\"456\" data-end=\"478\">\n<p class=\"\" data-start=\"458\" data-end=\"478\">o valor do neg\u00f3cio<\/p>\n<\/li>\n<li class=\"\" data-start=\"479\" data-end=\"526\">\n<p class=\"\" data-start=\"481\" data-end=\"526\">o membro da equipe respons\u00e1vel por fech\u00e1-lo<\/p>\n<\/li>\n<li class=\"\" data-start=\"527\" data-end=\"565\">\n<p class=\"\" data-start=\"529\" data-end=\"565\">a etapa do neg\u00f3cio no seu pipeline<\/p>\n<\/li>\n<li class=\"\" data-start=\"566\" data-end=\"621\">\n<p class=\"\" data-start=\"568\" data-end=\"621\">uma linha do tempo com as intera\u00e7\u00f5es com o prospect<\/p>\n<\/li>\n<li class=\"\" data-start=\"622\" data-end=\"668\">\n<p class=\"\" data-start=\"624\" data-end=\"668\">tarefas, reuni\u00f5es e anota\u00e7\u00f5es relacionadas<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Os neg\u00f3cios s\u00e3o totalmente personaliz\u00e1veis. Voc\u00ea pode adicionar at\u00e9 200 campos personalizados a cada neg\u00f3cio com os dados que precisar.<\/p>\n<h2 id=\"create\"><strong><span style=\"font-size: 20pt;\">Como criar um neg\u00f3cio<\/span><\/strong><\/h2>\n<p>H\u00e1 v\u00e1rias maneiras de criar um neg\u00f3cio no Snov.io CRM:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li class=\"\" data-start=\"79\" data-end=\"104\">\n<p class=\"\" data-start=\"81\" data-end=\"104\">pela aba <strong data-start=\"90\" data-end=\"102\">Neg\u00f3cios<\/strong><\/p>\n<\/li>\n<li class=\"\" data-start=\"105\" data-end=\"158\">\n<p class=\"\" data-start=\"107\" data-end=\"158\">usando o <strong data-start=\"116\" data-end=\"144\">atalho de cria\u00e7\u00e3o r\u00e1pida<\/strong> no pipeline<\/p>\n<\/li>\n<li class=\"\" data-start=\"159\" data-end=\"201\">\n<p class=\"\" data-start=\"161\" data-end=\"201\">a partir de uma <strong data-start=\"177\" data-end=\"199\">lista de prospects<\/strong><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><b>Criando um neg\u00f3cio na p\u00e1gina de Neg\u00f3cios<\/b><\/h3>\n<p>Clique no bot\u00e3o <strong data-start=\"265\" data-end=\"282\">Criar neg\u00f3cio<\/strong> na barra de ferramentas da<a href=\"https:\/\/app.snov.io\/prospects\/list\"> Snov.io CRM.<\/a><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38775 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal.png\" alt=\"\" width=\"1649\" height=\"892\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal.png 1649w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-300x162.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-1024x554.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-768x415.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-create-deal-1536x831.png 1536w\" sizes=\"(max-width: 1649px) 100vw, 1649px\" \/>Preencha as informa\u00e7\u00f5es do neg\u00f3cio:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li class=\"\" data-start=\"37\" data-end=\"63\">\n<p class=\"\" data-start=\"39\" data-end=\"63\"><strong data-start=\"39\" data-end=\"61\">Nomeie seu neg\u00f3cio<\/strong><\/p>\n<\/li>\n<li class=\"\" data-start=\"64\" data-end=\"144\">\n<p class=\"\" data-start=\"66\" data-end=\"144\"><strong data-start=\"66\" data-end=\"83\">Adicione tags<\/strong> (opcional) para ajudar a organizar os neg\u00f3cios no pipeline<\/p>\n<\/li>\n<li class=\"\" data-start=\"145\" data-end=\"266\">\n<p class=\"\" data-start=\"147\" data-end=\"266\"><strong data-start=\"147\" data-end=\"171\">Defina o respons\u00e1vel<\/strong> para quem o neg\u00f3cio ser\u00e1 atribu\u00eddo. O usu\u00e1rio padr\u00e3o respons\u00e1vel \u00e9 aquele que cria o neg\u00f3cio<\/p>\n<\/li>\n<li class=\"\" data-start=\"267\" data-end=\"478\">\n<p class=\"\" data-start=\"269\" data-end=\"478\"><strong data-start=\"269\" data-end=\"287\">Defina o valor<\/strong> \u2014 o or\u00e7amento do neg\u00f3cio. A moeda padr\u00e3o \u00e9 <strong data-start=\"331\" data-end=\"341\">USD, $<\/strong>, mas voc\u00ea pode alter\u00e1-la no menu suspenso na mesma linha. Observa\u00e7\u00e3o para equipes: apenas o <strong data-start=\"434\" data-end=\"453\" data-is-only-node=\"\">l\u00edder da equipe<\/strong> pode atualizar a moeda<\/p>\n<\/li>\n<li class=\"\" data-start=\"479\" data-end=\"594\">\n<p class=\"\" data-start=\"481\" data-end=\"594\"><strong data-start=\"481\" data-end=\"504\">Adicione o prospect<\/strong> ou selecione um da sua lista existente de prospects digitando o endere\u00e7o de e-mail deles.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Todas as altera\u00e7\u00f5es agora ser\u00e3o refletidas no cart\u00e3o do neg\u00f3cio.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38776 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal.png\" alt=\"\" width=\"1438\" height=\"821\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal.png 1438w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal-300x171.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal-1024x585.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-new-deal-768x438.png 768w\" sizes=\"(max-width: 1438px) 100vw, 1438px\" \/>Selecione o pipeline e a etapa para esse neg\u00f3cio.<\/p>\n<p class=\"\" data-start=\"51\" data-end=\"186\">Por padr\u00e3o, o neg\u00f3cio ser\u00e1 adicionado ao pipeline onde foi criado. Para alterar o pipeline, clique no nome dele e escolha um diferente.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38777 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline.png\" alt=\"\" width=\"1427\" height=\"542\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline.png 1427w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline-300x114.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline-1024x389.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/2.Snovio-pipeline-768x292.png 768w\" sizes=\"(max-width: 1427px) 100vw, 1427px\" \/>As etapas do pipeline mostram o seu progresso rumo ao fechamento do neg\u00f3cio.<\/p>\n<p class=\"\" data-start=\"78\" data-end=\"214\">Passe o cursor sobre cada etapa para ver seu nome e selecione aquela que melhor reflete o status atual do neg\u00f3cio que voc\u00ea est\u00e1 criando.<\/p>\n<p class=\"\" data-start=\"51\" data-end=\"186\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38778 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages.png\" alt=\"\" width=\"1425\" height=\"539\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages.png 1425w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages-300x113.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages-1024x387.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/3.Snovio-pipeline-stages-768x290.png 768w\" sizes=\"(max-width: 1425px) 100vw, 1425px\" \/><\/p>\n<p class=\"\" data-start=\"0\" data-end=\"74\">Depois de adicionar todas as informa\u00e7\u00f5es do neg\u00f3cio, clique em <strong data-start=\"63\" data-end=\"73\">Salvar<\/strong>.<\/p>\n<p class=\"\" data-start=\"76\" data-end=\"205\">Seu novo neg\u00f3cio aparecer\u00e1 no pipeline. Voc\u00ea pode atualizar o nome, etapa, pipeline ou qualquer outro detalhe a qualquer momento.<\/p>\n<h3 id=\"quick-add\"><span style=\"font-size: 16pt;\"><b>Criando um neg\u00f3cio pelo Adi\u00e7\u00e3o r\u00e1pida<\/b><\/span><\/h3>\n<p>V\u00e1 at\u00e9 a p\u00e1gina de <strong>Neg\u00f3cios<\/strong> e clique no bot\u00e3o <strong data-start=\"85\" data-end=\"102\">Adi\u00e7\u00e3o r\u00e1pida<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38780 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add.png\" alt=\"\" width=\"1443\" height=\"647\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add.png 1443w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add-300x135.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add-1024x459.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/4.Snovio-quick-add-768x344.png 768w\" sizes=\"(max-width: 1443px) 100vw, 1443px\" \/>No formul\u00e1rio do neg\u00f3cio, adicione as seguintes informa\u00e7\u00f5es:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li class=\"\" data-start=\"62\" data-end=\"260\">\n<p class=\"\" data-start=\"64\" data-end=\"260\"><strong data-start=\"64\" data-end=\"95\">Nome do neg\u00f3cio (opcional):<\/strong> por padr\u00e3o, se voc\u00ea deixar o campo de nome em branco, o neg\u00f3cio ser\u00e1 automaticamente nomeado com o nome do prospect vinculado \u2014 por exemplo, \u201cNeg\u00f3cio de John Doe\u201d<\/p>\n<\/li>\n<li class=\"\" data-start=\"261\" data-end=\"296\">\n<p class=\"\" data-start=\"263\" data-end=\"296\"><strong data-start=\"263\" data-end=\"294\">Valor do neg\u00f3cio (opcional)<\/strong><\/p>\n<\/li>\n<li class=\"\" data-start=\"297\" data-end=\"436\">\n<p class=\"\" data-start=\"299\" data-end=\"436\"><strong data-start=\"299\" data-end=\"320\">Nome do prospect:<\/strong> se a pessoa j\u00e1 estiver na sua lista do Snov.io, as informa\u00e7\u00f5es aparecer\u00e3o assim que voc\u00ea come\u00e7ar a digitar o nome<\/p>\n<\/li>\n<li class=\"\" data-start=\"437\" data-end=\"469\">\n<p class=\"\" data-start=\"439\" data-end=\"469\"><strong data-start=\"439\" data-end=\"469\">E-mail e lista do prospect<\/strong><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Clique em <strong data-start=\"481\" data-end=\"491\">Salvar<\/strong> para aplicar as altera\u00e7\u00f5es.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38781 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form.png\" alt=\"\" width=\"1435\" height=\"692\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form.png 1435w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form-300x145.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form-1024x494.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/5.Snovio-quick-add-form-768x370.png 768w\" sizes=\"(max-width: 1435px) 100vw, 1435px\" \/>Agora voc\u00ea ver\u00e1 seu novo neg\u00f3cio no pipeline.<\/p>\n<h3><span style=\"font-size: 16pt;\"><b>Criando um neg\u00f3cio a partir de uma lista de Prospects<\/b><\/span><\/h3>\n<p>Na sua lista de prospects, selecione um ou mais prospects e clique em <strong data-start=\"176\" data-end=\"193\">Criar neg\u00f3cio<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38782 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals.png\" alt=\"\" width=\"1710\" height=\"641\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals.png 1710w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-300x112.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-1024x384.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-768x288.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/6.Snovio-prospects-deals-1536x576.png 1536w\" sizes=\"(max-width: 1710px) 100vw, 1710px\" \/>Na janela pop-up, selecione o pipeline e o est\u00e1gio para o(s) novo(s) neg\u00f3cio(s), e clique em <strong data-start=\"93\" data-end=\"106\">Adicionar<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38783 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals.png\" alt=\"\" width=\"1165\" height=\"728\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals.png 1152w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals-300x188.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals-1024x640.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/7.Snovio-prospects-deals-768x480.png 768w\" sizes=\"(max-width: 1165px) 100vw, 1165px\" \/>Se voc\u00ea selecionar m\u00faltiplos prospects, um neg\u00f3cio separado ser\u00e1 criado para cada um. Cada neg\u00f3cio usar\u00e1 automaticamente o nome do prospect, e todos compartilhar\u00e3o o mesmo pipeline e est\u00e1gio que voc\u00ea selecionou.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38784 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created.png\" alt=\"\" width=\"1159\" height=\"554\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created.png 1159w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created-300x143.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created-1024x489.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/8.Snovio-deals-created-768x367.png 768w\" sizes=\"(max-width: 1159px) 100vw, 1159px\" \/>Depois que os neg\u00f3cios forem criados, voc\u00ea ver\u00e1 um link para o pipeline selecionado. Clique nele para visualizar seus novos neg\u00f3cios na aba de Neg\u00f3cios.<\/p>\n<div class=\"notification-block learn\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/fluent_chat-warning-16-regular.svg\" alt=\"learn\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p class=\"\" data-start=\"0\" data-end=\"122\">Para adicionar rapidamente novos prospects aos neg\u00f3cios, use o <a href=\"https:\/\/snov.io\/br\/localizador-de-emails?lang=br\">Extrator de E-mails <\/a>para obter informa\u00e7\u00f5es de contato verificadas.<\/p>\n<p class=\"\" data-start=\"124\" data-end=\"250\">Al\u00e9m disso, passe o e-mail deles pelo <a href=\"https:\/\/snov.io\/br\/verificador-de-emails?lang=br\">Verificador de E-mails<\/a> para garantir que seja v\u00e1lido antes de atribuir um prospect a um neg\u00f3cio.<\/p>\n<\/div>\n<\/div>\n<h2 id=\"manage\"><strong><span style=\"font-size: 20pt;\">Como gerenciar neg\u00f3cios<\/span><\/strong><\/h2>\n<p>Organize seu fluxo de trabalho escolhendo como os neg\u00f3cios s\u00e3o exibidos. Voc\u00ea pode filtrar, mover ou procurar neg\u00f3cios para gerenci\u00e1-los facilmente.<\/p>\n<h3><b>Como alterar a visualiza\u00e7\u00e3o do pipeline<\/b><\/h3>\n<p class=\"\" data-start=\"224\" data-end=\"386\">Voc\u00ea pode visualizar os neg\u00f3cios como um pipeline baseado em est\u00e1gios ou como uma lista simples. Clique no \u00edcone de exibi\u00e7\u00e3o para alternar entre as visualiza\u00e7\u00f5es.<\/p>\n<p class=\"\" data-start=\"388\" data-end=\"417\"><strong data-start=\"388\" data-end=\"417\" data-is-last-node=\"\">Visualiza\u00e7\u00e3o do pipeline:<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38785 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view.png\" alt=\"\" width=\"1792\" height=\"819\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view.png 1792w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-300x137.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-1024x468.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-768x351.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/9.Snovio-deals-view-1536x702.png 1536w\" sizes=\"(max-width: 1792px) 100vw, 1792px\" \/>Visualiza\u00e7\u00e3o em lista:<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38786 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list.png\" alt=\"\" width=\"1948\" height=\"766\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list.png 1948w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-300x118.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-1024x403.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-768x302.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/10.Snovio-deals-list-1536x604.png 1536w\" sizes=\"(max-width: 1948px) 100vw, 1948px\" \/><\/p>\n<h3><b>Como mover neg\u00f3cios no pipeline<\/b><\/h3>\n<p>Para atualizar a fase de um neg\u00f3cio \u00e0 medida que voc\u00ea avan\u00e7a no fechamento, basta arrastar e soltar o neg\u00f3cio na nova coluna da fase. Ele ser\u00e1 automaticamente colocado no topo da lista dessa fase.<\/p>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-11998-1\" width=\"640\" height=\"334\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/moving-deals.mp4?_=1\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/moving-deals.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/moving-deals.mp4<\/a><\/video><\/div>\n<\/div>\n<p>Para remover um neg\u00f3cio, arraste e solte-o na \u00e1rea de Exclus\u00e3o na parte inferior. Voc\u00ea tamb\u00e9m pode mov\u00ea-lo para \"Perdido\" ou \"Ganho\" para marc\u00e1-lo como perdido ou fechado com sucesso.<\/p>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-11998-2\" width=\"640\" height=\"356\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/delete.mp4?_=2\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/delete.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/delete.mp4<\/a><\/video><\/div>\n<\/div>\n<h3><b>Como filtrar neg\u00f3cios por status<\/b><\/h3>\n<p>Voc\u00ea pode usar o filtro de status para visualizar apenas os neg\u00f3cios ativos, perdidos ou ganhos. Por padr\u00e3o, voc\u00ea ver\u00e1 apenas os neg\u00f3cios Ativos no seu pipeline.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38787 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter.png\" alt=\"\" width=\"1410\" height=\"632\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter.png 1410w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter-300x134.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter-1024x459.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/13.Snovio-filter-768x344.png 768w\" sizes=\"(max-width: 1410px) 100vw, 1410px\" \/><\/p>\n<h3><b>Como encontrar neg\u00f3cios no pipeline<\/b><\/h3>\n<article class=\"text-token-text-primary w-full\" dir=\"auto\" data-testid=\"conversation-turn-102\" data-scroll-anchor=\"true\">\n<div class=\"text-base my-auto mx-auto py-5 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[70rem]:[--thread-content-margin:--spacing(12)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto flex max-w-(--thread-content-max-width) flex-1 text-base gap-4 md:gap-5 lg:gap-6 group\/turn-messages focus-visible:outline-hidden\" tabindex=\"-1\">\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"relative flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"50f228c3-ffe5-413b-95d8-c7ec37446758\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words light\">\n<p class=\"\" data-start=\"37\" data-end=\"198\">Para encontrar um neg\u00f3cio, comece a digitar o nome dele na barra de pesquisa. A pesquisa procurar\u00e1 em todos os pipelines, n\u00e3o apenas no que voc\u00ea est\u00e1 atualmente.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38788 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search.png\" alt=\"\" width=\"1890\" height=\"716\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search.png 1890w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-300x114.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-1024x388.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-768x291.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/14.Snovio-deals-search-1536x582.png 1536w\" sizes=\"(max-width: 1890px) 100vw, 1890px\" \/><\/p>\n<h2 id=\"groups-and-fields\"><strong><span style=\"font-size: 20pt;\">Como adicionar grupos e campos personalizados aos neg\u00f3cios<\/span><\/strong><\/h2>\n<p class=\"\" data-start=\"60\" data-end=\"172\">Para manter seus dados organizados, voc\u00ea pode adicionar grupos e campos personalizados ao cart\u00e3o do seu neg\u00f3cio.<\/p>\n<p class=\"\" data-start=\"174\" data-end=\"365\">Os campos personalizados permitem incluir detalhes extras, como prefer\u00eancias de envio, peso do produto ou endere\u00e7os. Voc\u00ea pode ent\u00e3o organizar esses campos em grupos com base no tipo de dado.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38790 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details.png\" alt=\"\" width=\"1221\" height=\"726\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details.png 1221w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details-300x178.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details-1024x609.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-deal-details-768x457.png 768w\" sizes=\"(max-width: 1221px) 100vw, 1221px\" \/>Voc\u00ea pode adicionar at\u00e9 10 grupos de campos e 200 campos personalizados. Veja como fazer isso.<\/p>\n<h3><b>Adicionando um grupo<\/b><\/h3>\n<p>Clique no \u00edcone de Configura\u00e7\u00f5es sob a etapa do neg\u00f3cio para abrir as configura\u00e7\u00f5es de agrupamento de dados do neg\u00f3cio e dos campos.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38789 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings.png\" alt=\"\" width=\"1228\" height=\"734\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings.png 1228w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings-300x179.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings-1024x612.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/15.Snovio-deal-settings-768x459.png 768w\" sizes=\"(max-width: 1228px) 100vw, 1228px\" \/><\/p>\n<div class=\"notification-block learn\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/fluent_chat-warning-16-regular.svg\" alt=\"learn\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p><strong>Nota<\/strong>: Se voc\u00ea usar o trabalho em equipe, essas configura\u00e7\u00f5es s\u00e3o acess\u00edveis apenas ao l\u00edder da equipe. Outros membros da equipe n\u00e3o ver\u00e3o o \u00edcone de configura\u00e7\u00f5es.<\/p>\n<\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\">Para criar um novo grupo, clique no \u00edcone <\/span><span style=\"font-size: 18pt; font-family: 'arial black', sans-serif;\"><strong>+<\/strong><\/span><span style=\"font-weight: 400;\"> ao lado do grupo padr\u00e3o de detalhes.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38791 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details.png\" alt=\"\" width=\"1403\" height=\"649\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details.png 1403w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details-300x139.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details-1024x474.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-details-768x355.png 768w\" sizes=\"(max-width: 1403px) 100vw, 1403px\" \/>D\u00ea um nome ao seu grupo e clique em <strong>Adicionar.<\/strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38799 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group.png\" alt=\"\" width=\"1520\" height=\"814\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group.png 1520w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group-300x161.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group-1024x548.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/04\/Snov-io-add-group-768x411.png 768w\" sizes=\"(max-width: 1520px) 100vw, 1520px\" \/>Agora voc\u00ea ver\u00e1 o novo grupo abaixo do pipeline no neg\u00f3cio.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38792 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups.png\" alt=\"\" width=\"1209\" height=\"650\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups.png 1209w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups-300x161.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups-1024x551.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/16.Snovio-deal-groups-768x413.png 768w\" sizes=\"(max-width: 1209px) 100vw, 1209px\" \/><\/p>\n<h3><b>Adicionando um campo personalizado<\/b><\/h3>\n<p>Para criar um campo personalizado, clique no bot\u00e3o <strong data-start=\"51\" data-end=\"70\">Adicionar Campo<\/strong> dentro das configura\u00e7\u00f5es de agrupamento e campos de dados do neg\u00f3cio.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38794 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field.png\" alt=\"\" width=\"1403\" height=\"649\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field.png 1403w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field-300x139.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field-1024x474.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/Snovio-add-custom-field-768x355.png 768w\" sizes=\"(max-width: 1403px) 100vw, 1403px\" \/>Adicione o nome do campo e selecione o tipo de dado do campo \u2014 texto, n\u00famero ou data. Clique em <strong data-start=\"96\" data-end=\"106\">Salvar<\/strong> para adicionar o campo.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38795 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1.png\" alt=\"\" width=\"1225\" height=\"665\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1.png 1225w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1-300x163.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1-1024x556.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/17.Snovio-custom-fields-1-768x417.png 768w\" sizes=\"(max-width: 1225px) 100vw, 1225px\" \/>E pronto! Agora voc\u00ea pode adicionar informa\u00e7\u00f5es adicionais ao novo campo personalizado no seu cart\u00e3o de neg\u00f3cio.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38796 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added.png\" alt=\"\" width=\"1393\" height=\"994\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added.png 1393w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added-300x214.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added-1024x731.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2021\/10\/18.Snovio-custom-field-added-768x548.png 768w\" sizes=\"(max-width: 1393px) 100vw, 1393px\" \/>N\u00e3o hesite em entrar em contato com nossa equipe de Atendimento ao Cliente pelo e-mail <a rel=\"noopener\" data-start=\"87\" data-end=\"99\">help@snov.io<\/a> ou via chat ao vivo se tiver alguma d\u00favida sobre o Snov.io CRM. Estamos sempre \u00e0 disposi\u00e7\u00e3o para ajudar!<\/p>\n<div class=\"notification-block note-gray\">\n<div class=\"notification-block__text\">\n<h4><strong>Artigos relacionados:<\/strong><\/h4>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/br\/como-criar-e-editar-pipelines-no-crm-da-snov-io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Como criar e editar pipelines no Snov.io CRM<\/span><\/a><\/p>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/br\/como-criar-tarefas-para-seus-negocios-no-crm-do-snov-io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Como criar tarefas para seus neg\u00f3cios no Snov.io CRM<\/span><\/a><\/p>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/br\/como-gerenciar-seu-calendario-e-reunioes-no-crm-da-snov-io\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Como gerenciar seu calend\u00e1rio e reuni\u00f5es no Snov.io CRM<\/span><\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Neste artigo, voc\u00ea aprender\u00e1 como criar e gerenciar neg\u00f3cios em pipelines no Snov.io CRM para se manter organizado e acompanhar o progresso das suas vendas de forma eficiente. Como criar um neg\u00f3cio Como gerenciar neg\u00f3cios Como adicionar grupos e campos personalizados aos neg\u00f3cios Um neg\u00f3cio na Snov.io CRM \u00e9 uma oportunidade de venda representada como [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[676],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11998"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=11998"}],"version-history":[{"count":6,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11998\/revisions"}],"predecessor-version":[{"id":44880,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/11998\/revisions\/44880"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=11998"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=11998"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=11998"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}