Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Messenger
Start page: the Vibe
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
CoPilot - AI in Bitrix24
Tasks and Projects
CRM
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
e-Signature
e-Signature for HR
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Desktop App
General questions
Bitrix24 On-Premise

Bitrix24Care

Improve the efficiency of order handling

In this article, you will learn how to improve the efficiency of order handling.


Track deal payment status

Monitor the deal payment status in the list and kanban view. Your client might not have received your SMS, found a suitable payment method, or viewed the order but not paid.

Also, pay attention to the payment method selected by the client. If they have chosen multiple payment methods and haven't paid, call them and offer assistance.


Automate the deal stages change

Create a separate stage for deals with paid orders. Click Receive payment and select this stage in the Automation section. This helps you track paid orders. Then, you can send a receipt to a client and call to thank them for choosing your store. This care increases the chances of repeat sales.


Use triggers

Track the payment status using the Order payment trigger. A separate stage will help you automate the post-payment actions like calling the client, sending a receipt, or adding a task.


Use automation rules

Remind clients to pay if they have forgotten. Create an automation rule to send a notification to an employee, reminding them to call the client.


Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free