Automation
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If you create a new deal pipeline and implement similar processes there, you don't need to set up automation from scratch. Just move or cop...
Thứ 5, 19 Tháng 6, 2025 21:01
When using automation tools in CRM, you may need to delete and replace unnecessary rules and triggers with new ones.
Only account administrator...
Thứ 5, 19 Tháng 6, 2025 21:01
Quick answer
Follow these steps:
Go to the CRM section and click on the automation rules button.
Select an automation rule on the Sales aut...
Thứ 5, 19 Tháng 6, 2025 21:01
Bitrix24 automation rules have settings that define the operation conditions.
Conditions in automation rules
We have added new settings to ...
Thứ 5, 19 Tháng 6, 2025 21:01
Variables and Constants in CRM greatly simplify calculations in fields and work scenarios, such as profit calculation.
Constants are values that d...
Thứ 5, 19 Tháng 6, 2025 21:01
In the Create CRM Document automation rule, there are several options that affect the final document.
Template. All templates that are at...
Thứ 5, 19 Tháng 6, 2025 21:01
Automation rules for client communication help to automate work. They know how to call, send SMS, emails and messages via open channels.
Automati...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules let you automate client interactions. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting wi...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules let you automate client interactions. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting wi...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules let you automate client interactions. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting wi...
Thứ 5, 19 Tháng 6, 2025 21:02