Smart Deal Scripts for Sales Department autorstwa Bitrix24 Integrations

Ekran główny
Sales and CRM
Smart Deal Scripts for Sales Department

Ocena

Brak ocen
Instalacje

579
Twórca

Bitrix24 Integrations

Opis

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!

Instrukcja instalacji

Wsparcie techniczne

Bezpieczeństwo danych

Dodane: 02.12.2021

Wsparcie techniczne

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

Instrukcja instalacji

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

Bezpieczeństwo danych

了解更多

Smart Deal Scripts for Sales Department

Aplikacja prosi o zezwolenie na dostęp do danych:

CRM

pełen dostęp: wyświetlanie, tworzenie, edytowanie i usuwanie leadów, kontaktów, firm, dealów, faktur, ofert, aktywności, pól użytkownika itp.

Proces Biznesowy

pełen dostęp: wyświetlanie, tworzenie, edytowanie i usuwanie działań workflowów, reguł automatyzacji i wyzwalaczy; wyświetlanie listy zadań; uruchamianie workflowów

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