Bitrix24 implementation masterclass

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Offered byUDEMY

Bitrix24 implementation masterclass
at
UDEMY
Overview

Learn to use Bitrix24 CRM , Task Management and Automation tools to improve the productivity of your company

Duration	11 hours
Total fee	₹649
Mode of learning	Online
Credential	Certificate

Bitrix24 implementation masterclass
at
UDEMY
Highlights

Earn a Certificate of completion from Udemy
Learn from 1 article
Get full lifetime access of the course material
Comes with 30 days money back guarantee

Bitrix24 implementation masterclass
at
UDEMY
Course details

Skills you will learn

Business Strategy Sales Project Management Operations Relationship Management Customer Relationship

Who should do this course?

For People in small and medium businesses looking to improve their productivity

What are the course deliverables?

Complete Bitrix Training
Using Bitrix CRM
Using task along with automation
Generating workflows
Integrating social accounts like Facebook and Instagram
Bitrix Task Management
Creating website using Bitrix

More about this course

This course provides months of learning and experience in a 10+ Hours video course
This course covered aspects of both self-hosted and Cloud hosted versions of Bitrix24
Some of the topics that we shall be cover in-depth are Task Management to organize your operations, Customer Relationship Management to improve customer satisfaction along with some everyday use features such as invoice and quote generation, and Automation to speed up the services in your company
We shall also cover Social Integration with some of the most used services such as webform, live chat on your website, Facebook, and Instagram integrations

Bitrix24 implementation masterclass
at
UDEMY
Curriculum

Introduction

Introduction

Course overview

Getting started - Section Intro

Bitrix Interface

Bitrix General Configurations

Company Structure and Inviting Employees

Changing user password

Creating Bitrix Knowledge base

Task Management in Bitrix24

Introduction to Task Management

Basic task and Interface

Managing subtasks and task dates

Working with tasks

Task Template and Recurring tasks

Searching tasks

Task List view

Task Kanban view

Task Gantt view

Task Deadline view

Task Automation - Planner view

Task Automation by status

Task reporting

Drive and 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

Bitrix Desktop Application

Drive config for Self-Hosted users

Detailed events and event repetition

Link Bitrix Calendar to MAC Calendar

Link Bitrix Calendar to Outlook on Windows

Workgroups / Project management

Introduction to workgroups

Project management - Part 1

Using the kanban view

Kanban view task automation

Drive and calendar in workgroups

Project collaboration

Project reporting

Bitrix CRM Basics

Introduction to Bitrix24 CRM

CRM concepts

Understanding the basic structure of Bitrix CRM

Leads in Bitrix CRM

Configure the Lead status, source and currency

Custom fields in lead form and common form view

Custom CRM fields

Custom views

Editing fields in Kanban view

Working with leads as a sales person

Observers and Responsible person

Invite to chat and filter leads activity

Link email to Bitrix and Email to leads automation

Leads automation - Part 1

Leads automation - Part 2

Leads report

Importing and exporting leads

FAQ - transfer leads to another person

FAQ - Make fields mandatory

FAQ - Client field in leads form

Bitrix24 implementation masterclass
at
UDEMY
Faculty details

Gaurav Soni

He is a software developer and a business consultant. Having worked on softwares from scratch to production have provided him with end-to-end knowledge softwares