
This series is designed to empower you with the knowledge and skills to make the most out of Bitrix24, a powerful platform for collaboration, communication, and project management.
Understanding the Feed page and its activities
Working with clock-in/clock-out feature
Downloading the mobile and desktop applications
Logging in to the Bitrix24 applications
Chat and instant messaging
Calendar and open slots scheduling
Email integration and setup
Documents and Drive overview
Activating Drive synchronization through the desktop application
Creating and managing workgroups
Utilizing project tools within groups
General interface
Key tools and features in CRM cards (lead)
Searching and filtering in CRM
Customizing filters for personal use
Leads, contacts, deals, etc.
How to add a new contact
Different views in CRM (kanban, list, activity)
Creating tasks in Bitrix24
Interface overview and task details
Task views and filters
Recurring tasks and deadlines
Introduction to Bitrix24 Signature feature
Benefits and usage scenarios
Introduction to Co-pilot tool in Bitrix24
Overview of AI features and capabilities
Examples of AI assistance in daily tasks
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!