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Bitrix24 Training Course: 4. CRM Leads – Permissions

In this session, we’ll focus on setting up and managing permissions within Bitrix24 CRM. Properly assigning permissions is essential for maintaining data security, ensuring that team members have access to the information they need while protecting sensitive data. We’ll explore different scenarios to illustrate how permissions can be tailored to various roles within your organization. […]

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Bitrix24 Training Course: 3. CRM Leads – Setup Responsible Person for Lead

In this tutorial, we will explore the different methods available in Bitrix24 for assigning a responsible person to a lead. This assignment is crucial for ensuring accountability and proper follow-up on potential clients. We will cover manual assignments, automated processes, and handling duplicates, providing a comprehensive guide to managing lead responsibilities within your CRM system. […]

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Bitrix24 Training Course: 2. CRM Leads – Setting up the Lead Card

In today’s session, we’ll delve into the essential aspects of setting up the lead card within Bitrix24. The lead card is a crucial element for managing and tracking detailed information about your leads, providing a centralized place for all pertinent data. We’ll cover various customization options, including display types, field configurations, and tab settings, to […]

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Bitrix24 Training Course. 1.CRM Leads: Leads Mode

In today’s tutorial, we’ll explore the robust functionalities of Bitrix24, specifically focusing on managing leads using various features such as list management in Kanban and calendar views, lead settings, and the use of the recycle bin. We’ll also demonstrate how to use filters effectively within leads and across Kanban boards, and showcase quick methods for […]

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