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Course Outline
SECTION 1 - INTRODUCTION
- Introduction to Bitrix24
- Course Overview
- Getting Started – Section Intro
- Bitrix interface
- Bitrix general configuration
- Company structure & adding employees
- Changing user password
- Creating Bitrix knowledge base
SECTION 2 - TASK MANAGEMENT
- Introduction to Task Management
- Basic Task & Interface
- Managing SubTasks & task dates
- Working with Tasks
- Task template & recurring tasks
- Searching tasks
- Different View of Tasks
- Task Automation – Planner view
- Task Automation by status
- Task reporting
SECTION 3 - DRIVE & CALENDAR
- Introduction to Bitrix Drive & Calendar
- My Drive
- Company Drive, document versioning & View edit employee drive
- Bitrix Calendar basics
- Sync drive locally & document locking
- Bitrix development application
- Drive configuration for self hosted users
- Detailed events & event repetition
- Link Bitrix calendar to Mac Calendar
- Link Bitrix calendar to Outlook on windows
SECTION 4 - WORKGROUPS / PROJECT MANAGEMENT
- Introduction to workgroups
- Project management – Part 1
- Using the kanban views
- Kanban viwe task automation
- Drive & calendat in workgroups
- Project collaboration
- Project reporting
SECTION 5 - BITRIX CRM BASICS
- Introduction to Bitrix24 CRM
- CRM concepts
- Understanding the basic structure of Bitrix CRM
SECTION 6 - LEADS IN BITRIX CRM
- Configure the lead status, source & currency
- Custom fields in lead form & common form view
- Custom CRM fields
- Custom views
- Editing fields in Kanban view
- Working with leads as a Sales Person
- Observers & Responsible person
- Invite to Chat and filter leads activity
- Link email to Bitrix & email to leads automation
- Leads automation – Part 1
- Leads automation – Part 2
- Leads report
- Importing & Exporting Leads
- FAQ – transfer leads to another person
- FAQ – Make fields mandatory
- FAQ – Client fields in leads form
SECTION 7- DEALS IN BITRIX CRM
- Converting leads in to deals
- Deals – Basic configuration
- Managing deals
- Deals pipeline
- Sales funnel & tunnels
- Book a resource
- Document generation
- FAQ- Permission for document generation
- Deal automation – Part 1
- Deal automation – Part 2
- Importing & exporting deals
- Order of importing deals
- Deal reports
- CRM Mode
- Linking products to deals
- Creating Custom product fields
- FAQ- Perform calculations on fields
SECTION 7- DEALS IN BITRIX CRM
- Contact & Companies
- Importing companies
- Import – export contacts
- Duplicate control in contact and companies
SECTION 9 - QUOTATIONS & INVOICES IN CRM
- Quatations & Tax setup
- Creating the quotations
- Generating quotation documents
- FAQ – CRM email templates
- Invoices in Bitrix
- View generated quotes, invoices for a company
SECTION 10 - CRM PERMISSION MANAGEMENT ( PLAN SPECIFIC )
- Permission management basics
- Permission for sales director & accountant
- Sales executive permission
FAQ – Enable CRM for users
SECTION 11 - CRM INTEGRATIONS
- CRM Integrations introductions
- Using webforms
- Resource booking form
- Creating an Open Channel
- Live Chat button on website
- SMS integration with Twillo
- Facebook and Instagram integration
SECTION 12 - WORKFLOWS / BUSINESS PROCESS AUTOMATION
- Introduction to workflows
- Types of business processes
- Leave approval – part 1
- Leave approval – part 2
- 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
SECTION 13 - BITRIX SITES
- Bitrix sites basics
- Modify page layout
- Multi page website and
- CRM forms
- Site settings
- Custom website domain name
SECTION 14 - BITRIX DEVELOPMENT
- Documentation
- Webhooks and REST API introduction
- Outbound webhooks
- Inboud webhooks
- Using the REST API
SECTION 15 - EMAIL MARKETING,TIME & REPORTS
- CRM email marketing
- FAQ – Email sent from Self hosted no lining the images
- Time & Report
- FAQ – Self hosted users –
SECTION 16 - COPILOT, YOUR PERSONAL ASSISTANT WITH AI
- CoPilot in Feed
- CoPilot in Tasks
- CoPilot chat
- CoPilot in CRM
- FAQ
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