Smart Deal Scripts for Sales Department de Bitrix24 Integrations

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Sales and CRM
Smart Deal Scripts for Sales Department

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515
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Bitrix24 Integrations

Descripción

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!

Instrucciones de instalación

Soporte técnico

Seguridad de los datos

Agregado: 02.12.2021

Soporte técnico

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

Instrucciones de instalación

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

Seguridad de los datos

Más información

Smart Deal Scripts for Sales Department

La aplicación solicita permiso para acceder a los siguientes datos:

CRM

acceso total: ver, crear, editar y eliminar prospectos, contactos, compañías, negociaciones, facturas, cotizaciones, actividades, campos de usuario, etc.

Business Processes

acceso total: ver, crear, editar y eliminar acciones de flujos de trabajo, reglas de automatización y disparadores; ver la lista de tareas, ejecutar flujos de trabajo

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