About us
CIS is a strategic IT business consulting agency operating since 2017 to help companies achieve business success.
We have helped more than 500 companies and global brands take a solid standing on the market.
5126
graduates
Why us?
Our team is happy to share their expertise on the currently profitable marketing strategies.
Our proprietary training programs
Programs tailored to fit your business
Use new knowledge immediately
A lot of real-life case studies
Take a peek at our programs
Bitrix24 Sales Process
Bitrix24 Leadership
Dashboard
Bitrix24 HR Process
SupeR-user
of Bitrix24
Bitrix24 Marketing
Process
Bitrix24 Task & Project Process
Course Outline
Section1 - 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
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
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
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
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
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
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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