| 533 Views | Amin
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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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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| 533 Views | Amin
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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| 533 Views | Amin
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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| 533 Views | Amin
Welcome to Bitrix24 Training Course 17, where we delve into the intricacies of CRM Robots and specifically focus on Test Mode. Introduction to Test Mode: At the heart of efficient CRM operations lies the ability to thoroughly test automated processes. In this segment, we will demonstrate how to utilize Test Mode effectively to debug and […]
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| 533 Views | Amin
Unlocking the Potential: Smart Scripts are not just about automation; they’re about tailored solutions. Whether you’re a real estate agency in Dubai or a multinational corporation, Smart Scripts adapt to your unique needs. By streamlining processes and eliminating manual tasks, they empower businesses to focus on growth and innovation. Customized Solutions for Every Scenario: One […]
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| 533 Views | Amin
In the fast-paced world of business administration, efficiency is paramount. That’s why mastering automation processes is crucial for optimizing workflows and maximizing productivity. In our comprehensive Bitrix24 Administration course, we delve deep into the realm of automation, equipping you with the knowledge and skills to streamline your Bitrix24 experience like never before. Introduction: Welcome to […]
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In this article, you’ll discover: 1. How robots can effortlessly generate QR codes and distribute them to clients via email or SMS. 2. Explore how QR codes can streamline client registration processes. Whether it’s event sign-ups or tracking offline advertising, QR codes offer versatile solutions. 3. Learn how robotics can elevate CRM management by handling […]
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| 533 Views | Amin
In the world of business management, streamlining operations and maximizing efficiency is paramount. Enter Bitrix24, a versatile platform that empowers businesses to take control of their administrative tasks with ease. In this article we’ll explore the intricacies of workflow automation, helping you harness the full potential of this powerful tool. Custom Communication and Beyond Before […]
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The Necessity of Automation in Sales Automation in sales isn’t just about efficiency; it’s about creating a sustainable business model that nurtures long-term customer relationships. The focus is clear: employ automation to not only streamline operations but also ensure that clients remain engaged year after year. Creating Repeat Leads We begin with the “Create Repeat […]
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Introduction: In the fast-paced world of e-commerce and business operations, efficient and organized delivery processes are essential. In this article, we explore how Bitrix24, a comprehensive business management solution, can help you streamline your delivery process with the use of delivery robots. Understanding the Bitrix24 Delivery Robots: Bitrix24 offers a range of powerful tools to […]
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Creating a Payment Link: Create Payment Link option. This feature allows you to generate a payment link automatically within Bitrix, as opposed to sourcing it externally. Once set up, a deal gets created and you can attach relevant contacts and products to it.As the deal progresses, the payment link becomes active. This link can then […]
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| 533 Views | Amin
Introduction Welcome back to the second part of our video series on automating paperwork with robots. In our previous video, we explained how you can automatically generate documents using templates and streamline your document creation process. Today, we’ll continue exploring the capabilities of these robots in the paperwork section of your automation toolkit. Track Entity […]
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| 533 Views | Amin
In the age of digital transformation, businesses are constantly looking for ways to simplify administrative tasks and boost productivity. One of the game-changers in this realm is the automation of paperwork. Bitrix24, known for its extensive CRM capabilities, also offers the power of ‘robots’ to handle your paperwork with ease. Let’s dive into how you […]
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| 533 Views | Amin
Robotic process automation has transformed how companies operate, optimizing numerous processes and functions. In this article, we will delve into a practical example of using robots for administrative tasks. 1. Robot Creation for Employee Monitoring and Control: The core discussion revolves around the creation of robots that aid in: Notifying supervisors in particular situations, understanding […]
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| 533 Views | Amin
EMCSoft, a leading technology company specializing in Bitrix24 integration, is committed to providing tailored solutions to meet the needs of businesses of all sizes. In this article, we will discuss how we use robots in Bitrix24 for customer communication. Automation in Bitrix24 helps businesses streamline their customer communication processes, making them more efficient and timely. […]
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| 533 Views | Amin
Starting with Employee Alerts Firstly, let’s focus on employee alerts. These are among the most commonly used robots in Bitrix24 due to their simplicity in setup and vital role in the workflow. Let’s say, for example, a new lead is generated in your system (be it through an online form, social media integration, or any […]
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| 533 Views | Amin
In today’s fast-paced business environment, efficiency is key to staying competitive. As companies strive to streamline their operations and improve productivity, the adoption of advanced automation tools becomes essential. Bitrix, a leading platform for business management, offers robust features for automating processes through its Smart Process Automation (SPA) capabilities. Smart Process Automation, or SPA Empowers […]
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| 533 Views | Amin
Introduction: In this video, we will delve into Bitrix24 training and specifically focus on data storage and modification using Bitrix24 automation. We will explore various aspects of data management, such as adding list items, modifying list items, getting list item information, performing math operations, and modifying variables. Adding List Items: One of the key features […]
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| 533 Views | Amin
There are four robots in the Task management group that you can use for automation: 1. “Create task” 2. “Watch for task status” 3. “End task” The use of CRM robots in task management can improve efficiency, productivity, and automation in business operations. Using the instructions below for setting up robots, you will learn the […]
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| 533 Views | Amin
This video, part of a Bitrix24 training course, focuses on automation and managing products. It covers various aspects of product management within Bitrix24, specifically dealing with automation rules related to products. The tutorial demonstrates how to create and use different types of robots or automation rules in Bitrix24. The topics covered include: Adding Product Items […]
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| 533 Views | Amin
Creating Contacts Automatically A primary focus of this training is on the robot named “Create Contact for Lead”. This tool is a time-saver, especially when dealing with complex or automated lead creation processes. The robot enables the automatic creation of contacts from leads, bypassing the need for manual entry and simplifying the conversion of leads […]
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