Smart Deal Scripts for Sales Department par Bitrix24 Integrations

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Sales and CRM
Smart Deal Scripts for Sales Department

Évaluation

Aucune évaluation
Installations

508
Développeur

Bitrix24 Integrations

Description

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!

Instructions d'installation

Assistance technique

Sécurité des données

Ajouté : 02.12.2021

Assistance technique

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

Instructions d'installation

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

Sécurité des données

Smart Deal Scripts for Sales Department

L'application demande des autorisations pour accéder aux données :

CRM

accès complet : afficher, créer, modifier et supprimer des prospects, contacts, entreprises, offres, factures, devis, activités, champs d'utilisateurs, etc.

Processus d'entreprise

accès complet : afficher, créer, modifier et supprimer les actions du processus d'entreprise, les règles d'automatisation et les déclencheurs ; afficher la liste des tâches ; exécuter les processus d'entreprise

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