Bitrix24 Implementation Course
Code
8000
Type
Classroom
Duration
5
Modules
5
Skill Level
Expert
Language
EN
Max
10
Certificate
Yes
Assessment
No
Bitrix24 is an online workspace. At the heart of Bitrix24 is CRM, complete with project management, online collaboration, and communication tools. Being a highly versatile product, Bitrix24 can be used by a wide variety of teams to achieve outstanding results in:
- Collaboration
- CRM
- Tasks & Projects
- Sites & Stores
- HR & Automation
Bitrix24 is free for an unlimited number of users – to see it in action, you can create your account here (no credit card required, only email).
-
Using Bitrix CRM
-
Using tasks along with automation
-
Generating workflows
-
Integrating social accounts like Facebook and Instagram
-
Bitrix Task Management
-
Creating a website using Bitrix
- Business Owners
- Sales Managers
- IT Professionals
- Solution Providers
There are no specific requirements for this Course.
Course Outline
Organizational Management
- Organization
- HR
- Roles & Responsibilities
- Permissions
Task Management
- Introduction to Task Management
- Basic task and Interface
- Managing subtasks and task dates
- Task Template and Recurring tasks
- Searching tasks
- Task Views (Kanban, Gantt, Deadline)
- Task Automation
- Task reporting
Workgroups / Project Management
- Introduction to workgroups
- Project management
- Using the kanban view
- Kanban view task automation
- Drive and calendar in workgroups
- Project collaboration
- Project reporting
Document Drive Management & Calendar
- Introduction to Bitrix Drive and Calendar
- My Drive
- Company Drive, Document Versioning, and View Edit employee drive
- Bitrix Calendar Basics
- Sync drive locally and document locking
- Detailed events and event repetition
- Link Bitrix Calendar to Outlook
Bitrix CRM
- Introduction to Bitrix24 CRM
- CRM concepts
- Understanding the basic structure of Bitrix CRM
- Products
- Leads in Bitrix CRM
- Deals in Bitrix 24
- Quotations
- CRM Permission Management
- CRM Integrations
Workflows & Business Process Automation
- Introduction to workflows
- Types of business processes
- Document approval using status driven business process
- CRM business process – Commission request
- Auto run business process in CRM – Assigning leads by value
- Business process in CRM automation – Send email for training
Bitrix24 sites
- Bitrix sites basics
- Modify page layout
- Multi-page website and CRM forms
- Site settings
- Custom website domain name
Email Marketing Time & Reports
- CRM Email Marketing