Comprehensive Support and Assistance


ASSISTANCE TOPICS


CRM

CRM (Customer Relationship Management) is a class of software which provides structure and coherency in the management of business contacts its handles interactions with clients and potential clients

     CRM Marketing

Crm Marketing gives more features campaigns, Segments,Templates,Ads And Sales boost create new marketing campaigns, add segments of campaign recipients, configure re-targeting in ads networks or even create your own blacklist

Workflow

Workflows button to start working with workflows in Bitrix24. Here you can configure workflows, view completed workflows & ones that are in progress, view your requestsvacation, maternity leave

  Call & WA Integration

person-to-person chats, private chats, public chats and general chat & calls are providing Voice & Video calls: functions use your browser Access to video conferencing for groups up to 10 users is provided. available via desktop app for groups up to 4 users (video) the IM will notify you about missed calls & add it to your call history..

Mobile App

Bitrix24 Mobile app is currently available for iOS & Android (Windows phone is not supported). Please pay attention to the compatibility details provided in each store/market. if you can use it as your main tools Communications,Employee list,Audio & video calls,

Bitrix24 Drive

Company Drive is a shared document library of a company, that contains all files company wants to make available to all employees.my Drive we store our personal files & this provides Database size,disk space,free space

General  Questions

  • How To Synchronize Google Calendar With Bitrix24 Calendar?

    For synchronization of google calendar go to bitrix24 calendar on the top right corner of the calendar (next of the calendar option) click on synchronize. you will get the option to synchronize google calendar

  • How To Create Deal Pipeline?

    First go to deal click on the general or pipeline on the down side of dropdown menu you will get add pipeline option.

  • How To Create Workflow?

    Go to workflow click on the workflow in activity stream now click create now fill all parameter and save then click the workflow which you have created now click on actions then click on configure workflows choose suitable process and create your required flow.

  • How To Crete A Lead from The Incoming Mail?

    Go to web mail then click  mailbox integration then click on the  link to CRM choose required options then click on the  connect. 

  • How To Create Access Permission For My Company Employee?

    Go to CRM setting now click on permission click on access permission  now add the role and give suitable access  to your role now save then click on add access permission choose the role which you have already created.

  • How To Integrate Social Media Apps In Self-hosted Version?

    Integrations of social media apps go to adminstrative punnel in the module settings choose social wesite intergratins now whichever social media you want to integrate fill all required cridential

  • How To Use Web Widgets?

    Go to web widgets click on edit and select options and save now click on the embed code and copy the code and paste it wherever you want.

  • How To Import Task List?

    Go to tasks then click  right side top task setting to click import list then select from csv file then edit import setting options go to save button.

  • How To Integrate Gmail With Bitrix24?

    go to mail click on the gmail choose all fields and click authentication.

  • How To Run The Email Campaign In CRM Marketing?

    Go to the Campaign click the create campaign option then select email campaign, in this campain to select campain template and add segment list and give more option like (sender,priority) then save it.

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