There are several entities in Bitrix24 CRM: leads, deals, contacts, companies, invoices and estimates. But it may not be enough for work scenarios. For example, a veterinary clinic needs to keep a database of animals, and a real estate agency needs to keep a database of apartments. Standard CRM entities are not quite suitable for these cases.
Previously, you had to customize leads and deals for your company business processes. Now you can create new entities and customize your own work scenarios using smart processes.
Smart processes that are not related to CRM are located in a separate section: Automation - Digital Workplaces.
How does it work
Smart Processes is a tool that allows you to create new CRM entities and customize them to your tasks. You can configure a form with the custom fields, separate pipelines and tunnels, stages in the kanban, access permissions, connection with tasks, calendar and other elements.
Go to the CRM section - Smart Process Automation.
Smart processes can be used in any company. For example, if you have a real estate agency, you can create smart processes for selling and renting apartments. You can create a form for each apartment, and specify the main characteristics in the fields. You can keep a register of real estate objects and see which of them are available for rent or sale.
Different smart processes and pipelines can be linked using automation rules. If an apartment was rented out and now you decide to sell it, the form can be automatically transferred from the Renting process stage to the Selling process.
Get started using smart processes
There are three basic steps to follow:
- Create a smart process
- Customize the entity form and the kanban stage
- Configure access permissions
Create a smart process. Go to the CRM section - Smart processes and add the desired processes.
Create Smart Process Automation in CRM
Customize the entity form and the kanban stage. Add fields to the smart process form. For a real estate rental process, you can create an apartment form and fill in information about the number of rooms, address, and owner.
Create stages for each process in the kanban and move forms through them.
Configure Smart Process Automation in CRM
Configure access permissions. Grant access permissions only to certain employee.
In brief:
- Smart Processes is a tool that allows you to create new CRM entities and customize them to your tasks.
- You can configure a form with the custom fields, separate pipelines and tunnels, stages in the kanban, access permissions, connection with tasks, calendar and other elements.
- Smart processes can be used in any company. For example, you can create smart processes for selling and renting apartments. Keep a register of real estate objects and see which ones are available for rent or sale.
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