• views: 84
• date: 24 March 2025
• posted by: 0nelove

Get familiar with Bitrix24 Intranet portal and CRM
Get a general overview of features and settings
Understand the main modules to be able to start working in the system
Go through the hands-on examples to setup the personal space
Requirements
Have an account in the Bitrix24 Cloud or On-Premise portal
Description
Unlock the full potential of Bitrix24 with our new Bitrix24 Essentials: Fundamental Online Training course!Build a strong foundation for success in just a few sessions and earn your Bitrix24 Essentials Certificate at your own pace!What You'll Learn:In the Bitrix24 Essentials: Fundamental Online Training, participants will embark on a comprehensive journey through the platform's core functionalities. Starting with an overview of Bitrix24, users will learn to navigate the interface and personalize their settings. The course delves into collaboration tools, covering the Feed page, chat, calendar, email integration, and document management, while also teaching effective workgroup and project management. The CRM module introduces the interface and key tools for managing leads, contacts, and deals, with a focus on customizing views and filters. Task management is explored through task creation and advanced features like recurring tasks. Participants will also discover the benefits of the Bitrix24.Sign feature and the AI capabilities of the Co-pilot tool.Why Choose Our Course?Our course is crafted to be simple and intuitive, ensuring that you can work through it with ease. It aligns cohesively with CRM functionalities, reducing confusion and enhancing your learning experience.Join the growing community of Bitrix24 users who are taking their skills to the next level. Enrol today and start your journey towards mastering Bitrix24! We look forward to helping you achieve your goals with Bitrix24!
Overview
Section 1: M1 - Introduction
Lecture 1 Introduction to Bitrix24
Lecture 2 Bitrix24 Overview
Section 2: M2 - Collaboration Tools
Lecture 3 Bitrix24 Feed page
Lecture 4 Collaboration Tools Overview
Lecture 5 Effective Use of Workgroups and Projects
Section 3: M3.1 - CRM Overview
Lecture 6 CRM Overview
Section 4: M3.2 - CRM Entities & Navigation
Lecture 7 CRM Entities & Navigation
Section 5: M4 - Tasks and Projects
Lecture 8 Task Management Overview
Section 6: M5 - Bitrix24 e-Signature Overview
Lecture 9 Introduction to Bitrix24 Signature feature
Section 7: M6 - Co-pilot Overview
Lecture 10 Introduction to Co-pilot tool in Bitrix24
Employees of companies that use or are going to use Bitrix24 as a corporate CRM/Intranet system,Business owners who need to understand the capabilities of the platform and start their journey with Bitrix24
Screenshot

https://www.udemy.com/course/bitrix24-for-employee-entry-level/

   
   
   

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