Smart Deal Scripts for Sales Department của Bitrix24 Integrations

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Sales and CRM
Smart Deal Scripts for Sales Department

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Bitrix24 Integrations

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Take advantage of ready-to-use smart scripts to perform standard CRM actions!

You are no longer have to filter separate deal details. Now you can use the list of deals as follows:

Pre-edit the Ad message and send it to selected customers;
Add required observers to selected customers;
Remind employees or colleagues about neglected
customers by posting a corresponding comment into timeline.

Install the app and all three smart scripts will appear above the deals list via Extensions/Smart Cases button!

After successful installation, overview configuration for each smart script and ensure that all options are correct. Don’t forget to configure SMS provider in Contact Center to enable SMS smart script!

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Bảo mật dữ liệu

Đã thêm: 12/02/2021

Hỗ trợ kỹ thuật

https://helpdesk.bitrix24.com/ticket.php

Hướng dẫn cài đặt

Standard installation without extra smart script setup. Configure suitable SMS provider inside Bitrix24 Contact Center for a SMS smart script to operate correctly.

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Smart Deal Scripts for Sales Department

Ứng dụng yêu cầu các quyền để truy cập dữ liệu:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Business Processes

full access: view, create, edit and delete workflow actions, automation rules and triggers; view task list; run workflows

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