CRM

Folder Auto Generated From API

Documents in CRM - Item list in document templates
Item list is needed for you to choose whether to display only products, services or both elements in the printed document. In Bitrix24, there is ...
Thứ 5, 19 Tháng 6, 2025 13:36
Documents in CRM - Modifiers in document templates
A modifier is a special code that changes the field format. It is placed inside a symbolic code after the tilde symbol (~). For example, in {DocumentC...
Thứ 5, 19 Tháng 6, 2025 13:36
Documents in CRM - Rules for product fields in CRM documents
The way products appear in CRM documents depends on their type. This article explains the differences and how to use product fields in document templa...
Thứ 5, 19 Tháng 6, 2025 13:36
First steps - CRM implementation steps
Bitrix24 CRM is a powerful tool that needs careful setup to be used effectively. For example, a small family business and a big company have different...
Thứ 5, 19 Tháng 6, 2025 13:36
First steps - CRM overview
CRM (Customer Relationship Management) is a class of software that helps you manage business contacts and potential clients efficiently. In this...
Thứ 5, 19 Tháng 6, 2025 13:36
First steps - Choose a CRM mode
Bitrix24 offers two CRM modes: Classic CRM (with leadsLeads are potential customers. They can come from website inquiries, inbound calls, socia...
Thứ 5, 19 Tháng 6, 2025 13:36
First steps - Group actions in CRM
Group actions in CRM allow you to work with several entities at the same time: convert leads into deals, change the responsible person in several form...
Thứ 5, 19 Tháng 6, 2025 13:36
First steps - Segment customer base in CRM
Segmenting a customer base is crucial for efficient management. It involves dividing the customer base into distinct groups based on one or more speci...
Thứ 5, 19 Tháng 6, 2025 13:36
First steps - Smart scripts in CRM
Smart scripts are sequences of automation rules that simplify routine tasks in CRM. They can be easily activated for any CRM item, regardless o...
Thứ 5, 19 Tháng 6, 2025 13:36
First steps - Visit option in CRM
The Visit option is a feature designed for recording conversations with customers. It functions similarly to a voice recorder integrated within the CR...
Thứ 5, 19 Tháng 6, 2025 13:36