{"id":1584,"date":"2026-05-21T13:30:05","date_gmt":"2026-05-21T10:30:05","guid":{"rendered":"https:\/\/klusaro.com\/?page_id=1584"},"modified":"2026-08-11T09:47:53","modified_gmt":"2026-08-11T06:47:53","slug":"hilfe-center","status":"publish","type":"page","link":"https:\/\/klusaro.com\/de\/hilfe-center\/","title":{"rendered":"Klusaro-Hilfezentrum"},"content":{"rendered":"<div class=\"wp-block-group klusaro-help klusaro-help-home\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-cover help-hero\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-contrast-background-color has-background-dim-70 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\"><h1 class=\"wp-block-heading\">Wie k\u00f6nnen wir helfen?<\/h1><p class=\"wp-block-paragraph\">Praktische Anleitungen zum Einrichten von Klusaro und zum Ausf\u00fchren allt\u00e4glicher Service-Workflows.<\/p>\n<form class=\"khc-help-search-form\" action=\"https:\/\/klusaro.com\/de\/hilfe-center\/suchen\/\" method=\"get\" role=\"search\" data-trp-original-action=\"https:\/\/klusaro.com\/help-center\/search\/\"><label class=\"screen-reader-text\" for=\"khc-help-search-home\">Klusaro Hilfe-Center durchsuchen<\/label><input id=\"khc-help-search-home\" class=\"khc-help-search-input\" type=\"search\" name=\"q\" placeholder=\"Hilfe-Center durchsuchen\u2026\" autocomplete=\"off\" required><button class=\"khc-help-search-button\" type=\"submit\">Suchen<\/button><input type=\"hidden\" name=\"trp-form-language\" value=\"de\"\/><\/form>\n<\/div><\/div><h2 class=\"wp-block-heading\">Hilfe nach Kategorie durchsuchen<\/h2><ul class=\"khc-category-grid wp-block-list\"><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/erste-schritte\/\"><strong>Erste Schritte<\/strong><\/a> \u2014 Richten Sie Ihren Arbeitsbereich ein, verstehen Sie das Dashboard und schlie\u00dfen Sie Ihre ersten Workflows ab.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/kontakte\/\"><strong>Kontakte<\/strong><\/a> \u2014 Erstellen, finden, aktualisieren und kontaktieren Sie Personen und Organisationen, mit denen Sie arbeiten.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/leads\/\"><strong>Leads<\/strong><\/a> \u2014 Verfolgen Sie Verkaufschancen und organisieren Sie sie mit Pipelines und Phasen.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/auftraege\/\"><strong>Auftr\u00e4ge &amp; Planung<\/strong><\/a> \u2014 Erstellen, planen, weisen Sie Auftr\u00e4ge zu und \u00fcberwachen Sie sie \u00fcber Auftr\u00e4ge und Kalender.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/mitarbeiter\/\"><strong>Mitarbeiter<\/strong><\/a> \u2014 F\u00fcgen Sie Mitarbeiter hinzu und verstehen Sie Mitarbeitertypen, Verf\u00fcgbarkeit, Status und Limits.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/aufgaben\/\"><strong>Aufgaben<\/strong><\/a> \u2014 Erstellen Sie operative Aufgaben, weisen Sie sie zu und pflegen Sie ihren Abschlussstatus.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/angebote-hilfe\/\"><strong>Angebote<\/strong><\/a> \u2014 Erstellen, senden und verwalten Sie Angebote f\u00fcr Kunden und Auftr\u00e4ge.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/rechnungen-zahlungen\/\"><strong>Rechnungen &amp; Zahlungen<\/strong><\/a> \u2014 Erstellen Sie Rechnungen, verwalten Sie Status und erfassen Sie Zahlungen korrekt.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/formulare\/\"><strong>Formulare<\/strong><\/a> \u2014 Erstellen und ver\u00f6ffentlichen Sie Buchungs- und Lead-Formulare f\u00fcr \u00f6ffentliche Anfragen.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/dokumente\/\"><strong>Dokumente<\/strong><\/a> \u2014 Laden Sie Dokumente hoch, verkn\u00fcpfen, \u00f6ffnen, aktualisieren, archivieren und entfernen Sie sie.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/automatisierungen\/\"><strong>Automatisierungen<\/strong><\/a> \u2014 Erstellen und verwalten Sie Automatisierungen f\u00fcr wiederkehrende Nachverfolgungsarbeiten.<\/li><li><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/arbeitsbereich-konto\/\"><strong>Arbeitsbereich &amp; Konto<\/strong><\/a> \u2014 Verwalten Sie Einstellungen, Benutzer, Benachrichtigungen, Tags, Felder, Tarife und Abrechnung.<\/li><\/ul><div class=\"wp-block-group khc-callout khc-start-callout\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><h2 class=\"wp-block-heading\">Erste Schritte<\/h2><p class=\"wp-block-paragraph\"><a href=\"https:\/\/klusaro.com\/de\/hilfe-center\/hier-starten\/\">Folgen Sie dem empfohlenen Pfad f\u00fcr den ersten Workflow.<\/a><\/p><p class=\"khc-callout-copy wp-block-paragraph\">Richten Sie Ihren Arbeitsbereich ein und schlie\u00dfen Sie den Kernworkflow Kunde \u2192 Auftrag \u2192 Angebot\/Rechnung ab.<\/p><\/div><\/div><div class=\"wp-block-group khc-callout khc-support-callout\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\"><h2 class=\"wp-block-heading\">Brauchen Sie noch Hilfe?<\/h2><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/klusaro.com\/de\/kontakt\/\">Klusaro-Support kontaktieren<\/a><\/div><\/div><p class=\"khc-callout-copy wp-block-paragraph\">Sie finden die Antwort nicht? Kontaktieren Sie uns, und wir weisen Ihnen den richtigen Weg.<\/p><\/div><\/div>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Hilfe nach Kategorie durchsuchen Erste Schritte \u2014 Richten Sie Ihren Arbeitsbereich ein, verstehen Sie das Dashboard und schlie\u00dfen Sie Ihre ersten Workflows ab. Kontakte \u2014 Erstellen, finden, aktualisieren und kontaktieren Sie Personen und Organisationen, mit denen Sie arbeiten. Leads \u2014 Verfolgen Sie Verkaufschancen und organisieren Sie sie mit Pipelines und Phasen. Auftr\u00e4ge &amp; Planung \u2014 Erstellen, planen, weisen Sie Auftr\u00e4ge zu und \u00fcberwachen Sie sie \u00fcber&#8230;<\/p>","protected":false},"author":1,"featured_media":1373,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"wf_page_folders":[12],"class_list":["post-1584","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.0 (Yoast SEO v27.8) - 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