You can start right now with the help of these 8 small steps:
1. Go to www.bitrix24.com website & create a new Bitrix24 in a few clicks (watch a short video over here).
2. Let's start with you Profile. Open it for editing & add some details: upload photo, add your position & contact details.
3. Don't feel lonely inside your new Bitrix24! Invite your colleagues, friends or business partners to your account. You should know that invited users can switch to another interface language if needed.
4. Set your Company Structure.
5. Create new welcome message in Activity Stream for your colleagues that you've invited to the account, or send welcome chat message to all users via common General chat.
6. Delete or add demo data. If you think that Bitrix24 default welcome messages are not necessary - feel free to delete them. You can also:
- add own tasks
- create workgroups
- schedule events inside Company calendar
- organize common document library
- create mailboxes for users
7. Don't forget to configure your main Account Settings.
8. Configure access to Bitrix24 features you plan to use the most:
- CRM access permissions
- workgroup access permissions.
- worktime configuration.
You're now almost set & ready for further steps.
If you feel Bitrix24 is overwhelming, we highly recommend to contact on of our partners for a demo & customization, if required.
