Bitrix24 Business Processes & Workflow Automation Webinar

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NEW

Important updates in Bitrix24 plans from September 1st

Search function in new Bitrix24 plans

Delete several CRM elements or tasks at once

Bitrix24 Drive technical limits

My Profile

CRM Analytics

Sales center overview

Difference between "Standard" and "With Conversion" Sales Funnels

Set a standard profile view for all users

Sales center: how to start

CRM Analytics limits

Bitrix24 Network profile

Bitrix24 Webmail limitations

Configure fields in kanban view

Sales center: SMS enabled sales

How to find Bitrix24 user login

Gmail authentication error

Changing over to a new CRM elements form

Sales tunnels

How to start?

Getting started

What's Bitrix24?

Getting Started

Migration from other CRM to Bitrix24

First steps

How to add new users to Bitrix24

Give user administrator rights

Bitrix24 Support

Bitrix24 main menu

How to work with Bitrix24 main menu

Add items to the main menu

Apply menu changes to everyone

Getting Started

Difference between Cloud & Self-hosted (on premise)

Bitrix24 Support

Activity Stream

How to use the activity stream

How to use the Activity Stream

Send messages from the Activity Stream

Views in Bitrix24 Activity Stream

Appreciation badges & announcements

Convert an Activity Stream post to a task

Add Email recipients to Activity Stream posts

Paste images from the clipboard

Record video and post it to the Activity Stream

Create Activity Stream posts and tasks from email

How to use BBCode tags

Smart Search & Filters For the Activity Stream

Favorites & Default Filters In Activity Stream

Built-in video converter

Polls

Company Pulse

Create and post files in the Activity Stream

Workflows in the Activity Stream

Emoji in Bitrix24

Activity Stream settings

Hide tasks from the Activity Stream

Smart follow mode

Customize Bitrix24 Theme

Add items to the main menu

Apply menu changes to everyone

Convert an Activity Stream post to a task

Tasks

Create tasks

Create a task

Convert an Activity Stream post to a task

Subtasks

Tasks templates

Create Activity Stream posts and tasks from email

Email tasks to external users

Custom fields for tasks

Tasks planning

Task Time Tracking

Task Planner

Task reminders

Gantt Chart

Kanban for tasks & projects

Task Dependencies

Employee Workload Planning

Checklists in tasks

Working With Tasks

Working with tasks

Tasks automation rules

Import tasks list

Export tasks

Filters & Smart Search For Tasks

Tasks recycle bin

Additional tasks features

Tags in tasks

Chat to Task and Send Chat Messages to the Activity Stream

Group actions with tasks

Checklists in tasks

Task control

Task Time Tracking

Tasks Reports Overview

Tasks Efficiency

Involvement in tasks

Supervising tasks

Standard Reports in the Tasks

Projects

Kanban for tasks & projects

Tasks in projects

Chats and Calls

Chat design

Conversations list

Message history

How to use BBCode tags

Receive email notifications

Bitrix24 Messenger Overview (chats, voice & video calls)

Add emoji to Bitrix24 chat

User statuses in chats

Calls

HD video conferencing with screen sharing

Internal calls between employees

Video calls

Chat bots

Giphy chat bot

CRMBot

Chats

Send chat messages

Paste images from the clipboard

General Public chat

Private group chat

Chat to Task and Send Chat Messages to the Activity Stream

Workgroup chat

Public chats

Create calendar event from chat

Send messages to yourself

Chat with users of different Bitrix24 accounts

Emoji in Bitrix24

Bitrix24 Messenger Overview (chats, voice & video calls)

Chat to Task and Send Chat Messages to the Activity Stream

Sales Intelligence (beta)

Start

Sales Intelligence in Bitrix24

Call Tracking

Configure sales intelligence

Connect traffic sources

Assign phone numbers and email addresses to traffic sources

Swap email addresses or phone numbers on the website

Connect your online store to the Sales Intelligence

Call tracking: SIP PBX numbers

Sales Intelligence Settings

Check call tracking support

Connect traffic sources

Connect the Facebook Page to the Sales Intelligence

Connect the Instagram Account to the Sales Intelligence

Connect offline traffic sources to the Sales Intelligence

Sales Intelligence analytical reports

Ad cost analysis in Bitrix24 Sales Intelligence

Workgroups

Extranet

External users in workgroups (Extranet)

Move employees to Extranet

Extranet workgroup calendar

Projects & workgroups in Bitrix24

Workgroup Lists

Workgroup access permissions

Workgroup tasks

Workgroups & CRM

Wiki overview

Tasks in projects

Workgroup chat

Delete a workgroup/Move a workgroup to archive

Workgroup notifications

Workgroup with dismissed owner

Manage all account workgroups

Categorize workgroups by tags

Calendars

My Calendar

Connect Google calendar

Add a new event to a calendar

Connect Outlook to Bitrix24 calendar

Connect external calendar (CalDav)

Calendar events locations (meeting rooms)

Synchronize Bitrix24 calendar with Android device

Configure favorite calendars

Give access to my Bitrix24 calendar to other users

Connect Mac Calendar to Bitrix24

Fix Bitrix24 Android app sync issues

Create calendar event from chat

Company Calendar

Company calendar

Calendar events locations (meeting rooms)

Bitrix24 Drive

Company Drive

Company Drive Overview

Get internal and public links (share files and folders)

Map Bitrix24 Drive as a network drive in Windows

Business Processes for Document Approval

Document collaboration

"View documents using Office 365" option is not available

Recycle bin

My Drive

My Drive Overview

Synchronization problem notification

Bitrix24 Drive synchronization

Create and edit files in Bitrix24

Integration with Office 365, Google Docs, MS Office Online

Get internal and public links (share files and folders)

Drive, Files & Folders Access Permissions

Map Bitrix24 Drive as a network drive in Windows

My Cloud Storage

Download from external Drive

Disconnect Google Drive, Dropbox, Box, Yandex Disk from Bitrix24

File Revision History

Restore deleted files

Drive Cleanup

"View documents using Office 365" option is not available

Document Lock & Disable Public Links

Recycle bin

Edit documents in Office 365: authorization error

File conversion failed

Webmail

Mailbox integration

Webmail in Bitrix24

How to send emails from CRM

Bitrix24 Webmail limitations

Email templates in Bitrix24 CRM

Gmail authentication error

Use SMTP server to send emails

Webmail in Bitrix24: Important features

View email headers (RFC headers)

Manage mailboxes connected via Yandex.Mail

CRM Email Integration (Send&Save)

Didn't receive a verification code

CRM

CRM Stream

CRM Stream Overview

Activities

CRM Activities

How to send emails from CRM

Automatic Dialer

Access permissions to activities

Leads

Kanban View In Bitrix24 CRM

How to work with leads

Statuses and dropdowns (selection lists)

Configure fields in kanban view

Book a resource

Changing over to a new CRM elements form

CRM elements form

Convert leads (generate new CRM records)

Report view for leads (analytical dashboards)

Configure required fields for each stage

Address on Google Maps for Bitrix24 CRM

Repeat leads

Filters in CRM elements cards

Calendar view for leads and deals

"Client" field in lead/deal forms

Exceptions list

CRM counters

Work with regular customers without creating repeat leads

Funnels in analytical reports

Group actions in CRM

Switch CRM mode

Observers in leads and deals

Configure fields in CRM elements forms

CRM Recycle Bin

Contacts

Add new contacts

Statuses and dropdowns (selection lists)

CRM elements form

Multiple connections between companies & contacts

Filters in CRM elements cards

Group actions in CRM

Configure fields in CRM elements forms

CRM Recycle Bin

Companies

Statuses and dropdowns (selection lists)

CRM elements form

Multiple connections between companies & contacts

Import companies details

Add a new company to CRM

Filters in CRM elements cards

CRM Recycle Bin

Deals

Repeat deals

Repeat deals and inquiries

Kanban View In Bitrix24 CRM

Statuses and dropdowns (selection lists)

Configure fields in kanban view

Multiple Pipelines and Sales Funnels in Bitrix24 CRM

Book a resource

Changing over to a new CRM elements form

CRM elements form

Configure required fields for each stage

Add a new deal

Deals dashboards

Filters in CRM elements cards

Calendar view for leads and deals

Move deals between pipelines

Recurring deals

"Client" field in lead/deal forms

Sales Boost

CRM counters

Generate quotes & invoices from deals

Funnels in analytical reports

Group actions in CRM

Sales tunnels

Observers in leads and deals

Configure fields in CRM elements forms

CRM Recycle Bin

Documents in CRM

Documents templates

Documents auto numbering

Custom fields in documents templates

Documents in CRM: Access permissions

Modify symbolic codes in documents templates

History

My CRM data are lost

CRM History

Quotes

How to create a quote

Statuses and dropdowns (selection lists)

Invoices

How to create an invoice

Statuses and dropdowns (selection lists)

Recurring Invoices

Invoice analytical reports (dashboards)

Client's address in the invoice

Online Payment Options

Products

Add custom product properties

Product import

Actions with product catalog list

Access to product catalog

Reports

Reports wizard

Sales Funnel

Multiple Pipelines and Sales Funnels in Bitrix24 CRM

Sales funnel

Sales tunnels

CRM web forms

Add a new CRM web form

Working with CRM web form's code

Add a GDPR consent

Website widget

Website widget: chat, web form and callback

Lead capture form for your website

Callback form - how to configure & how it works

Use Bitrix24 website widget for WIX

Website widget: advanced settings

CRM for service providers

Book a resource

Calendar view for leads and deals

CRM web forms and booking resources

CRM Start

CRM overview

Sales Targets

Start CRM

CRM modes (simple and classic)

CRM Settings

CRM Access Permissions

Access Permissions in CRM

Cannot access call recordings

Access permissions to activities

CRM workflows

Typical mistakes in business processes creation

CRM Automation rules

Webhooks

Auto-response and follow-up CRM email workflow

Assign Leads Automatically using a Business Process

Closed won deals business process

CRM Business Processes overview

CRM Triggers

Business process autorun when added option

Automation Rules tips

Currencies, taxes, locations and units of measurement

Currencies in CRM

Taxes in CRM

Locations

Units of measurement

Custom fields

Statuses and dropdowns (selection lists)

Custom fields & forms in CRM records

Custom fields in CRM dashboards (analytical reports)

Duplicate control

Duplicate Control

Email integration

Mailbox integration

Webmail in Bitrix24

How to send emails from CRM

Email templates in Bitrix24 CRM

Remove Powered by Bitrix24 signature from email

Filters & Views

Filters in CRM

Filters in CRM elements cards

List view in CRM

Search in Bitrix24 CRM

Import & Export

Import to Bitrix24 CRM

Export CRM data

Integration

Twilio integration

Other settings

CRM Cleanup

Delete CRM elements

Payment details settings

Contact or company details templates

My Company Details

Payment systems

PayPal Configuration

CRM Analytics (beta)

CRM Analytics

Difference between "Standard" and "With Conversion" Sales Funnels

CRM Analytics limits

Sales Center (beta)

How to use the Sales Center

Sales center overview

Sales center: how to start

Sales center: SMS enabled sales

Sales center: booking resources

Sales center: receive payments

Sales center: information pages

Sales Center settings

Sales center: connect payment systems

Sales center: add a new page

Add a GDPR consent

CRM Marketing

Start

CRM Marketing Overview

CRM Marketing Access Permissions

Campaigns

Types of Campaigns

How to avoid sending messages to invalid or non-existent email addresses

Sales Boost

Segments

Create a new Segment

My Templates

Create new marketing campaign template

Settings

Limit on outgoing emails

Preventing Spam

Employees

How to add new users to Bitrix24

Dismiss users

Employees list

Bitrix24 user access levels

Change the first administrator

Synchronize employees contacts with iOS Contacts app

Synchronize Bitrix24 users details with Android device

Change the administrator if the former administrator is dismissed

Configure the CardDAV synchronization

Company Structure

Give user administrator rights

Company Structure overview

Departments in Bitrix24

Lists

Records Management Overview - Lists

Enable workflows in lists

Sites

How to create sites

Create your site in Bitrix24.Sites

Create your multi-page website

Add Open channels website widget to Bitrix24.Sites website

Add CRM web form to your website

Graphics editor in Bitrix24.Sites

Add Google Maps block to your website

Create a multi-language site

Unpublish and delete sites

Add blocks to all pages

Sites settings

Website and page settings

Animation in Bitrix24.Sites

Sites access permissions

UTM parameters

Add custom CSS to a website or online store

Connect your website to Google Analytics

Install Google Tag Manager container

Connect your Bitrix24.Sites website or Bitrix24 Online Store to your own domain

Add your website to Google

Add your website to Bing

Customize phrases used in the website widget

Add the Facebook pixel to a website

Website widget: advanced settings

How to use header tags

Bitrix24.Sites

Bitrix24.Sites Terms of Use

Online Store (beta)

Orders

Create an order in CRM

Place an order on the website

Commercial catalog

Add products to the commercial catalog

Add catalog to Bitrix24 Online Store page

Catalog settings

Create a detailed product page

Import products from Instagram to Online Store

Online Store settings

Configure order and delivery statuses

Create a delivery service

Add a payment system

Connect your Bitrix24.Sites website or Bitrix24 Online Store to your own domain

Add your website to Google

How to create an online store in Bitrix24

Time and Reports

Absence chart

Working with Absence chart

Worktime

Work time & work reports employee guide

Switch on / off Clock (Worktime)

Worktime Summary

Work reports

Work time & work reports employee guide

Work Reports

Meetings & Briefings

Meetings & Briefings overview

Applications

For developers

Bitrix24 REST API

Marketplace apps support

Plivo app for Bitrix24

Knowledge Base App

Get Bitrix24 marketplace apps support

Update, delete or set access for Marketplace apps

Freshbooks integration

Mind Map integration

Contact Center

Connect Open Channels

Website widget

Website widget: chat, web form and callback

Use Bitrix24 website widget for WIX

Website widget: advanced settings

Facebook Lead Ads

Facebook Lead Ads integration

Live Chat

Connect Bitrix24 Live Chat

Viber

Connect Viber

Connect Telegram bot

Facebook

Facebook: connect messages

Facebook: connect comments

Instagram

Connect Instagram Business account

Bitrix24.Network

Connect Bitrix24.Network

Microsoft Bot Framework

Connect Skype, Slack, Kik, Twilio, GroupMe, SMS, email, etc. to Bitrix24 via Microsoft Bot Framework

Connect Open Channels

Chat list

Open Channels: Quality Assessment

Chat statistics

Open Channels Settings

Open Channel Settings

Canned Responses

Open channels: limit on the number of unclosed conversations

Open Channels Access Permissions

Open Channels: Quality Assessment

Open channels: how does the queue work

Contact Center

Open Channels

Manage Open Channels

Open Channel Settings

Connect Open Channels

Canned Responses

Live Chat

Website widget: chat, web form and callback

Connect Bitrix24 Live Chat

Lead capture form for your website

Use Bitrix24 website widget for WIX

Viber

Connect Viber

Connect Telegram bot

Facebook

Facebook: connect messages

Facebook: connect comments

Instagram

Connect Instagram Business account

Bitrix24.Network

Connect Bitrix24.Network

Microsoft Bot Framework

Connect Skype, Slack, Kik, Twilio, GroupMe, SMS, email, etc. to Bitrix24 via Microsoft Bot Framework

Open Channels Statistics

Chat list

Open Channels: Quality Assessment

Access Permissions For Open Channels

Open Channels Access Permissions

Connect Open Channels

Chat statistics

Telephony

Connection

Rent phone number

Rent a number in Bitrix24

Rent a toll-free number

Disconnect the rented number

Rent a number: FAQ

Connect your PBX

Connect office PBX

Connect cloud hosted PBX

Connect SIP PBX using REST API

What is SIP connector?

SIP PBX: FAQ

Record Calls

Record calls

Where and how long are call recordings stored?

Record calls: FAQ

Call Forwarding

Configure call forwarding

Change forward-to number in SIP PBX connection

Unconditional call forwarding

Connect own number option is unavailable

Telephony options overview

Tech requirements for Telephony module

Make outgoing calls using Bitrix24 Telephony

Numbers settings

Call transcription

Test call with zero balance

Call errors

Outgoing calls: FAQ

Active Call form

Balance & Statistics

Telephony balance

Call details

Telephony charges

Export call details

Add telephony credits

Low telephony balance notification

View call logs

Telephony Users

Extension numbers for employees

Specify a number for outgoing calls for a user

Groups (queues)

Call interception

Queue groups

Sip Phones

Zoiper softphone configuration for Android

Sip phones settings

What SIP Phones can I use with Bitrix24?

Sip Phones connection issues

Access Permissions

Bitrix24 Telephony Access Permissions

Configure IVR

Voice menu (IVR)

Telephony Settings

Working time settings for phone numbers

Check connection quality

Call interception

Advanced Telephony

Telephony & CRM integration

Outgoing calls - numbers starting at 8

Blacklist

My Profile

Set a standard profile view for all users

Bitrix24 Network profile

How to find Bitrix24 user login

Workflows

Workflows in Bitrix24

Working with workflows

Limit on workflows initialization

Create workflows

Workflows configuration

Workflow preferences

Delete workflows

Add a new workflow field

Reset standard workflows to default settings

Business process templates

Types of Business Processes

Sequential Business Process Template

Status Driven Business Process Template

Business processes templates parameters

Using expressions in activity parameters

Import and Export Workflows templates

Typical mistakes in business processes creation

Workflows actions

Actions in business processes

Document Processing workflow actions

Constructions

Interactive Settings

Other actions in business processes

My actions in business processes

Insert Value Form

Using Macros in Expressions

Edit a configured workflow

Visual Modeler

Workflows in Activity Stream

General requests & workflows configuration

Leave approval

Purchase requests

Expense Report

Business trip

Workflows in the Activity Stream

Working with workflows

Subscription

Upgrade

Invoices & Payment Confirmations

Countries Where Bitrix Products Can Be Purchased

Upgrades and Downgrades

Purchase Through Local Reseller

Supported Currencies

How is Bitrix24 licensed

Apply promo code (coupon)

Processing Errors (Failed Transaction)

How to buy a commercial subscription

Value Added Tax Issues (VAT Charges)

Update Billing Info

Discounts and Special Offers

Supported Payment Methods

What happens to my Bitrix24 if I stop using it

Automatic Renewals & Balance Top-Up

Is Bitrix24 Cloud a free service?

Refund policy

Credit the amount already paid toward the next purchase

Grace period for cloud accounts

Change Billing Cycle

Telephony fees & payments

Telephony charges

SIP-Connector Subscription

Add telephony credits

Business Tools

Business tools

My Bitrix24 Plan

Delete \ Cancel My Bitrix24

Free 30-Day Trial

Data backup and recovery

Unlimited communications

Subscription Cancellation

Advanced Telephony

Bitrix24.Vacation subscription option

What happens to data in Bitrix24 if you stop paying

Purchase History

Invoices & Payment Confirmations

Mobile App

Mobile app features

New features in Bitrix24 Mobile app

CRM in Bitrix24 Mobile app

Tasks in Bitrix24 Mobile app

Enable push notifications

Fix Bitrix24 Android app sync issues

Desktop App

Desktop app troubleshooting & help

How to update Bitrix24 Desktop app

Multiple accounts in Bitrix24 Desktop app

Send desktop app logs to Helpdesk

Delete Bitrix24 Desktop app on MacOs

Important! Desktop app: Windows XP is not supported anymore

Settings

Settings Page

Bitrix24 Settings Page

Change default Bitrix24 account name (address) and use your own domain

Change interface language

Customize Bitrix24 Theme

Add own logo

Migration between various Bitrix24 zones

Firewall configuration

Bitrix24 and GDPR compliance

Event log

Access log

General questions

Authorization

Change my Bitrix24 login or password

How to find Bitrix24 user login

Two-step authentication (OTP)

Password recovery

Quick Registration Options

How To Create A New Account From Bitrix24 Network

How to register & confirm an email address

Change the first administrator

"We cannot find this user" error

Set up a two-step authentication for a new phone

Change the administrator if the former administrator is dismissed

Cannot log in using social networks

Bitrix24 Support

Search in Bitrix24 Intranet

Notifications

Receive email notifications

Report Spam

Report spam \ unsolicited messages

How your Google data will be used through integration

Bitrix24 On-Premise

Editions and prices

Bitrix24 On-Premise editions comparison

Difference between Cloud & Self-hosted (on premise)

User packs

Buy/upgrade Bitrix24 On-premise

How is Bitrix24 licensed

Active Bitrix24 On-Premise subscription

Renew subscription for Bitrix24 On-Premise

Place an order for Bitrix24 On-Premise

Purchase Telephony for Bitrix24 On-Premise

Data migration

Migration to Bitrix24 On-Premise

Restore your Bitrix24 from the backup (On-Premise)

Technical Questions

Install new modules in Bitrix24 On-Premise

Change interface language

Technical support for Bitrix24 On-Premise

Control panel in Bitrix24 self-hosted

Bitrix Virtual Appliance Update

Merging The Bitrix24 CRM And The Helpdesk

Bitrix24 Self-hosted Customization For Project Management

Menu customization (Self-hosted)

Bitrix24 On-Premise technical requirements

Integration with MS Sharepoint lists

Bitrix24 On-Premise with an expired maintenance subscription

Difference between Cloud & Self-hosted (on premise)

Bitrix24Care

Bitrix24 Business Processes & Workflow Automation Webinar

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