The training covers fundamental aspects such as navigation, communication tools, and task management in Bitrix24. Participants will gain a solid foundation for effective usage.
Part 1. Core Functions (Estimated time 1 hour 10 min)
| # | Module | Details | Duration | |
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| 1 |
Introduction |
Welcome and Overview of Bitrix24 | 5 min | |
| Importance of Core Functions for Productivity |
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| 2 | Navigating Bitrix24 | Main Menu: Navigation and Modification | 15 min | |
| Activity Stream: General Features | ||||
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My Profile Overview | |||
| 3 |
Communication Tools |
Chat and Calls: Efficient Communication |
15 min | |
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Desktop and Mobile Application: Flexibility and Mobility | ||
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Webmail: Managing Emails in Bitrix24 | |||
| 4 |
Time and Task Management |
Worktime and Work Reports | 15 min | |
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Tasks: Creation, Planning, and Control | ||
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Calendars: Personal and Company Calendars |
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| 5 |
Collaboration and Workflow |
Workgroups: Overview, Lists, Tasks, and Settings | 15 min | |
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Employees: Company Structure and Employee Lists |
Part 2. CRM (Estimated time 40 min)
| # | Module | Details | Duration | |
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| 1 |
CRM Basics |
CRM Overview: Understanding the Core Components | 35 min | |
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Deals: Managing Sales Opportunities |
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| Documents in CRM: Organizing Business Documents |
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| Invoices/Estimates (Quotes): Streamlining Financial Processes |
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| Contacts/Companies: Building Client Relationships |
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| Reports: Analyzing CRM Data |
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Products/Custom Card: Managing Products and Customization |
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Data Entry Walk-through: Practical Application |
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| 2 | CRM Analytics | Report Examples: Utilizing Analytics for Informed Decision-Making | 5 min | |
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