Bitrix24 Training Course. 1.CRM Leads: Leads Mode
Welcome to the inaugural session of our comprehensive Bitrix24 training series! 🎓 In this foundational module, we'll be focusing on essential aspects of lead management within Bitrix24. Join us as we cover fundamental topics such as displaying lead cards in Kanban view, exploring the leads settings page, understanding the functionality of the recycle bin, mastering filters for leads within the lead section and in Kanban view, and learning how to swiftly create leads while configuring fields in real-time. Whether you're just starting your journey with Bitrix24 or looking to solidify your understanding of lead management, this beginner-friendly tutorial is the perfect starting point for you
🔍 What You'll Learn Today:
✅ Displaying the Lead card in Kanban: Explore how to efficiently visualize lead data using the Kanban view, allowing for streamlined lead management.
✅ Leads settings page: Learn how to navigate and customize lead settings to tailor your lead management process to your specific needs.
✅ Recycle Bin: Discover how to utilize the Recycle Bin feature to recover accidentally deleted leads and maintain data integrity.
✅ Filters by Leads inside the Lead and in Kanban: Gain insights into using filters to organize and locate leads both within individual leads and in the broader Kanban view.
✅ Quickly create Leads and configure fields when creating a Lead: Master the art of swiftly creating leads while configuring relevant fields, ensuring efficient data entry and organization.
✅ Displaying the Lead card in Kanban: Reinforce your understanding of how lead cards are displayed in the Kanban view, enhancing your ability to manage leads effectively.
🟢Bitrix24 administrator course:
http://crmforms.emcsoft.io/Bitrix24Ad...
🟢Register your Bitrix24 right now:
https://www.bitrix24.com/create.php?p...
🟠email: [email protected]
🟠web-site: https://emcsoft.io/
🟠Send us a message: https://bit.ly/EMCsoftMarketplaceSupport
🟠Book online meeting: https://calendar.app.google/DS1uf8WwE...
✅Install TwiSMS: https://bit.ly/InstallTwiSMS
1/ How to install TwiSMS: • How to: Install Incoming SMS app in y...
2/ Troubleshooting TwiSMS: • Troubleshooting Issues with SMS Recep...
3/ SMS marketing with TwiSMS: • Get More Sales and Conversions with T...
✅Install CallCenter24: https://bit.ly/InstallCallCenter24
1/ About CallCenter24: • CallCenter24: Twilio Call Center Solu...
📌 Resources & Links:
• Bitrix24 Training Course
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💬 We'd love to hear your feedback! Drop your questions, comments, or suggestions below, and we'll do our best to address them in upcoming videos.
Stay tuned, and let's master Bitrix24 together! ✨
▶️Time-code:
00:00 - Introduction
00:10 - Work in List, Kanban, Calendar, Activity mode
00:42 - Displaying the Lead card in Kanban, List, Activities, Calendar
09:13 - Leads settings page
13:20 - Recycle Bin
14:00 - Filters by Leads inside the Lead and in Kanban
16:41 - Quickly create Leads and configure fields when creating a Lead
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