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Free Cloud CRM - Introduction To Bitrix24 CRM Webinar

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Natalja Loschkareva
Author: Natalja Loschkareva
16 May 2018
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Mailbox integration
Webmail in Bitrix24
Kanban View In Bitrix24 CRM
Graphics editor in Bitrix24.Sites
Add Google Maps block to your website
Tasks automation rules
How to create an online store in Bitrix24
Configure required fields for each stage
Custom fields in documents templates
Tasks recycle bin
Unpublish and delete sites
Important! Desktop app: Windows XP is not supported anymore
How to start?
Getting Started
What's Bitrix24?
Activity Stream
Send messages from the Activity Stream
Appreciation badges & announcements
Polls
Smart follow mode
Favorites & Default Filters In Activity Stream
Views in Bitrix24 Activity Stream
Add Email recipients to Activity Stream posts
Chat to Task and Send Chat Messages to the Activity Stream
Record video & share it with your team
Smart Search & Filters For the Activity Stream
Create Activity Stream Post From Email
Company Pulse
Hide tasks from the Activity Stream
Create and post files in the Activity Stream
Tasks
Efficiency
Tasks Efficiency
Involvement
Team load or Involvement in tasks
Tasks Reports
Tasks Reports Overview
Employee Workload Planning
Working With Tasks
Create a task
Working with tasks
Tasks automation rules
Gantt Chart
Task Planner
Kanban for tasks & projects
Task Time Tracking
Task Dependencies
Tasks recycle bin
Tasks templates
Import tasks list
Create Tasks From Email In Bitrix24
Custom fields for tasks
Export tasks
Task reminders
Filters & Smart Search For Tasks
Subtasks
Supervising tasks
Tags in tasks
Set up tasks between different Bitrix24 accounts
Group actions with tasks
Email tasks to external users
Chat to Task and Send Chat Messages to the Activity Stream
Checklists in tasks
Convert an Activity Stream post to a task
Chats and Desktop App
Chats
General Public chat
Paste images from the clipboard
Private group chat
Receive email notifications
Add emoji to Bitrix24 chat
Chat to Task and Send Chat Messages to the Activity Stream
Bitrix24 Messenger Overview (chats, voice & video calls)
Chat Statuses
Workgroup chat
Giphy chat bot
Create calendar event from chat
Public chats
Send messages to yourself
CRMBot
Chat with users of different Bitrix24 accounts
Desktop app help
Desktop app troubleshooting & help
How to update Bitrix24 Desktop app
Multiple accounts in Bitrix24 Desktop app
Send desktop app logs to Helpdesk
HD video conferencing with screen sharing
Delete Bitrix24 Desktop app on MacOs
Internal calls between employees
Workgroups
Extranet
External users in workgroups ( Extranet )
Move employees to Extranet
Extranet workgroup calendar
Projects & workgroups in Bitrix24
Workgroup Lists
Workgroup tasks
Workgroups & CRM
Workgroup access permissions
Wiki overview
Workgroup chat
Workgroup notifications
Workgroup with dismissed owner
Delete a workgroup/Move a workgroup to archive
Manage all account workgroups
Calendars
My Calendar
Connect Google calendar
Connect Outlook to Bitrix24 calendar
Add New Event To Calendar
Connect external calendar (CalDav)
Synchronize Bitrix24 calendar with Android device
Configure favorite calendars
Connect Mac Calendar to Bitrix24
Create calendar event from chat
Give access to my Bitrix24 calendar to other users
Fix Bitrix24 Android app sync issues
Company Calendar
Company calendar
Bitrix24 Drive
Company Drive
Company Drive Overview
Get internal and public links (share files and folders)
Document collaboration
Business Processes for Document Approval
Recycle bin
My Drive
My Drive Overview
Bitrix24 Drive synchronization
Synchronization problem notification
Upload or create files
Get internal and public links (share files and folders)
Integration with Office 365, Google Docs, MS Office Online
Drive, Files & Folders Access Permissions
Download from external Drive
My Cloud Storage
Restore deleted files
Disconnect Google Drive, Dropbox, Box, Yandex Disk from Bitrix24
Drive Cleanup
File Revision History
Network Drive
Open Files Locally or In The Cloud
Document Lock & Disable Public Links
Recycle bin
Edit documents in Office 365: authorization error
Webmail
Mailbox integration
Webmail in Bitrix24
How to send emails from CRM
Email templates in Bitrix24 CRM
Webmail in Bitrix24: Important features
Use SMTP server to send emails
View email headers (RFC headers)
Manage mailboxes connected via Yandex.Mail
CRM
CRM Stream
CRM Stream Overview
Activities
How to send emails from CRM
Automatic Dialer
CRM Activities
Leads
Kanban View In Bitrix24 CRM
Statuses and dropdowns (selection lists)
How to work with leads
Book a resource
Configure required fields for each stage
CRM elements forms
Repeat leads
Convert leads (generate new CRM records)
Report view for leads (analytical dashboards)
Address in Google Maps for Bitrix24 CRM
Bitrix24 CRM without leads
Calendar view for leads and deals
"Client" field in lead/deal forms
Exceptions list
CRM counters
Work with regular customers without creating repeat leads
Contacts
Contacts
Add new contacts
Statuses and dropdowns (selection lists)
CRM elements forms
Multiple connections between companies & contacts
Companies
Statuses and dropdowns (selection lists)
CRM elements forms
Multiple connections between companies & contacts
Add a new company to CRM
Import companies details
Deals
Kanban View In Bitrix24 CRM
Statuses and dropdowns (selection lists)
Book a resource
Configure required fields for each stage
CRM elements forms
Multiple Pipelines and Sales Funnels in Bitrix24 CRM
Move deals between pipelines
Calendar view for leads and deals
Recurring deals
"Client" field in lead/deal forms
Sales Boost
Add a new deal
CRM counters
Deals dashboards
Generate quotes & invoices from deals
Documents in CRM
Documents in CRM
Documents templates
Documents auto numbering
Custom fields in documents templates
Modify symbolic codes in documents templates
History
CRM History
My CRM data is lost
Quotes
How to create a quote
Statuses and dropdowns (selection lists)
Invoices
How to create an invoice
Statuses and dropdowns (selection lists)
Recurring Invoices
Client's address in the invoice
Invoice analytical reports (dashboards)
Online Payment Options
Products
Add products to CRM
Product import
Access to product catalog
Actions with product catalog list
Add custom fields to product catalog
Reports
Reports wizard
Sales Funnel
Multiple Pipelines and Sales Funnels in Bitrix24 CRM
Sales funnel
CRM web forms
CRM web forms configuration
Use Bitrix24 CRM Web Forms Inside Facebook Lead Ads
CRM web forms overview
Website widget
Website widget: chat, web form and callback
Lead capture form for your website
Live chat identification of authorized users
Use Bitrix24 website widget for WIX
Callback form - how to configure & how it works
CRM for service providers
Book a resource
Calendar view for leads and deals
CRM Start
Sales Targets
Start CRM
CRM Settings
CRM Access Permissions
Access Permissions in CRM
CRM call recording issues
CRM workflows
CRM Automation Rules And Triggers
Webhooks
Auto-response and follow-up CRM email workflow
Typical mistakes in business processes creation
Assign Leads Automatically using a Business Process
Closed won deals business process
CRM Business Processes overview
Business process autorun when added option
Currencies, taxes, locations and units of measurement
Currencies in CRM
Locations
Taxes in CRM
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
List view in CRM
Search in Bitrix24 CRM
Import & Export
Import to Bitrix24 CRM
Export CRM data
Integration
Twilio integration
Other settings
Other settings
CRM Cleanup
How to switch to a new CRM slider panel
Payment details settings
My Company Details
Contact or company details templates
Payment systems
PayPal Configuration
CRM Marketing
Start
CRM Marketing Overview
CRM Marketing Access Permissions
Campaings
Types of Campaigns
Sales Boost
Sales Boost
Segments
Create a new Segment
My Templates
Create new marketing campaign template
Settings
Limit on outgoing emails
Preventing Spam
Employees
Employees
How to add new users to Bitrix24
Bitrix24 user access levels
Dismiss users
Employees list
Change the first administrator
Synchronize Bitrix24 users details with Android device
Bitrix24 Contacts synchronization with iOS
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
Open channels website widget
Add CRM web form to your website
Graphics editor in Bitrix24.Sites
Add Google Maps block to your website
Unpublish and delete sites
Create a multi-language site
Sites settings
Website and page settings
Animation in Bitrix24.Sites
Connect your website to your own domain
UTM parameters
Add your website to Google
Bitrix24.Sites
Bitrix24.Sites Terms of Use
Online Store
How to create an online store in Bitrix24
Add products to the commercial catalog
Add catalog to Bitrix24 Online Store page
Catalog settings
Create an order in CRM
Place an order on the website
Configure order and delivery statuses
Create a delivery service
Add a payment system
Create a detailed product page
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
How to add new apps to Bitrix24 & REST API
Marketplace apps support
Plivo app for Bitrix24
Knowledge Base App
Freshbooks integration
Get Bitrix24 marketplace apps support
Update, delete or set access for Marketplace apps
Contact Center
Contact Center
Open Channels
Manage Open Channels
Open Channel Settings
Canned Responses in Open Channels
Live Chat
Website widget: chat, web form and callback
Bitrix24 Live Chat For Websites
Lead capture form for your website
Live chat identification of authorized users
Use Bitrix24 website widget for WIX
Viber
Connect Viber
Telegram
Connect Telegram bot
Facebook
Facebook: connect messages
Facebook: connect comments
Instagram
Connect Instagram
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
Open Channels statistics details
Open Channels: Quality Assessment
Access Permissions For Open Channels
Open Channels Access Permissions
Open Channels Reports
Telephony
Connection
Connect office PBX
Connect cloud hosted PBX
Rent a number in Bitrix24
Connect Bitrix24 telephony to your own number
Telephony options overview
Tech requirements for Telephony module
Test call with zero balance
Call transcription
Active Call form
Rent a toll-free number
Call errors
Outgoing calls
Disconnect the rented number
Rent a number: FAQ
Balance & Statistics
Call details
Record calls
Telephony charges
Add telephony credits
Telephony Users
Extension numbers for employees
Groups (queues)
Queues
Sip Phones
Zoiper softphone configuration for Android
Sip phones settings
Sip Phones connection issues
Access Permissions
Bitrix24 Telephony Access Permissions
Call Forwarding
Configure call forwarding
Rented numbers - Call forwarding
SIP PBX - Call forwarding
Configure IVR
IVR
Telephony Settings
Check connection quality
Telephony settings page
Call interception in Bitrix24
Advanced Telephony
Main outgoing number is not applicable for outgoing calls
Outgoing calls - numbers starting at 8
Telephony & CRM integration
Time Settings for phone numbers
Workflows
My Requests
Workflow section description
Workflows in Activity Stream
General requests & workflows configuration
Leave approval
Edit configured workflow
Workflows overview
Purchase requests
Expense Report
Business trip
Add files to a Leave Approval workflow
Business processes configuration
Actions
Document Processing workflow actions
Visual Modeler
Using expressions in activity parameters
Other actions in business processes
Actions in business processes
Insert Value Form
Interactive Settings
Constructions
My actions in business processes
Using Macros in Expressions
Types
Types of Business Processes
Setting the Template Parameters
Status Driven Business Process Template
Sequential Business Process Template
Subscription
Upgrade
Advantages of commercial Bitrix24 Cloud plans
How much does Bitrix24 cost
Invoices & Payment Confirmations
Purchase Through Local Reseller
Supported Currencies
Countries Where Bitrix Products Can Be Purchased
Processing Errors (Failed Transaction)
Upgrades and Downgrades
How to buy a commercial subscription
How is Bitrix24 licensed
Apply promo code (coupon)
Value Added Tax Issues (VAT Charges)
Credit the amount already paid toward the next purchase
Grace period for cloud accounts
Discounts and Special Offers
Supported Payment Methods
Update Billing Info
What happens to my Bitrix24 if I stop using it
Refund policy
Automatic Renewals & Balance Top-Up
Is Bitrix24 Cloud a free service?
On premise version
Bitrix24 On-Premise editions comparison
Active Bitrix24 On Premise subscription
User packs
Renew subscription for Bitrix24 On Premise
Place an order for Bitrix24 On Premise
Purchase Telephony for Bitrix24 On Premise
Telephony fees & payments
Telephony charges
Add telephony credits
SIP-Connector Subscription
Business Tools
Business tools
Reasons to upgrade from Free plan to Bitrix24 Plus
Why Bitrix24 Standard Plan Is The Most Popular One
Get Unlimited Capabilities With Bitrix24 Professional Plan
My Bitrix24 Plan
Delete \ Cancel My Bitrix24
Unlimited communications
Subscription Cancellation
Data backup
Free 30-Day Demo
Advanced Telephony
Bitrix24.Vacation subscription option
What happens to data in Bitrix24 if you stop paying
Purchase History
Invoices & Payment Confirmations
Terms of service
Settings
Settings Page
Bitrix24 Settings Page
Change default Bitrix24 account name (address)
Customize Bitrix24 Theme
Change interface language
Apply menu changes to all account users
Add own logo
Migration between various Bitrix24 zones
Firewall configuration
Bitrix24 and GDPR compliance
Event log
Access log
General questions
Authorization
Log in to Bitrix24 Desktop app
Bitrix24.Network
Password recovery
Change my Bitrix24 login or password
Quick Registration Options
How To Create A New Account From Bitrix24 Network
Login problems
OTP (one time password)
How to register & confirm an email address
Change the first administrator
Log in via Social Networks
What is Bitrix24 login
Set up a two-step authentication for a new phone
Search
Search in Bitrix24 Intranet
Bitrix24 self-hosted version
Bitrix24 On-Premise editions comparison
Install new modules in Bitrix24 On-Premise
Difference between Cloud & Self-hosted (on premise)
Technical support for Bitrix24 On-Premise
Migration to Bitrix24 Self-hosted
Control panel in Bitrix24 self-hosted
Bitrix Virtual Appliance Update
Bitrix24 Self-hosted Customization For Project Management
Merging The Bitrix24 CRM And The Helpdesk
Menu customization (Self-hosted)
Integration with MS Sharepoint lists
Mobile app
Mobile app features
Fix Bitrix24 Android app sync issues
Notifications
Receive email notifications
Report Spam
Report spam \ unsolicited messages

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