Bitrix24 implementation masterclass
4.4 (110 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
311 students enrolled

Bitrix24 implementation masterclass

Learn to use Bitrix24 CRM , Task Management and Automation tools to improve the productivity of your company.
Bestseller
4.4 (110 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
311 students enrolled
Created by Gaurav Soni
Last updated 8/2019
English
Current price: $139.99 Original price: $199.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 9.5 hours on-demand video
  • 1 article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Complete Bitrix Training
  • Using Bitrix CRM
  • Using task along with automation
  • Generating workflows
  • Integrating social accounts like Facebook and Instagram
  • Bitrix Task Management
Requirements
  • A demo account for Bitrix would be good to try the functionality
Description

Latest course covering all major features of Bitrix24


This course provides months of learning and experience in a 9.5 Hours video course. I have covered aspects of both self-hosted and Cloud hosted version of Bitrix24. Having implemented Bitrix for many companies, I understand the problems general business face and have tried to address many of those issues in this course. Many people in the industry face problem understanding the concept of CRM and Automation. Therefore, I have also tried to give an overview of the subject and why it would benefit their organization.

Some of the topics that we shall be cover in-depth are Task Management to organize your operations , Customer Relationship Management to improve customer satisfaction and Automation to speed up the services in your company.

I would be keep this course updated based on the feedback I receive and new challenges I face and overcome with my clients. I would also try to answer questions asked on Udemy regarding this course.

Who this course is for:
  • People in small and medium businesses looking to improve their productivity
Course content
Expand all 104 lectures 09:43:45
+ Introduction
6 lectures 30:19
Bitrix Interface
04:19
Bitrix General Configurations
10:07
Company Structure and Inviting Employees
11:33
+ Task Management in Bitrix24
12 lectures 01:07:53
Basic task and Interface
04:31
Managing subtasks and task dates
10:02
Working with tasks
06:01
Task Template and Recurring tasks
07:49
Searching tasks
06:03
Task List view
04:24
Task Gantt view
04:06
Task Automation - Planner view
07:49
Task reporting
09:24
+ Drive and Calendar
9 lectures 48:08
Introduction to Bitrix Drive and Calendar
00:43
My Drive
08:28
Company Drive, Document Versioning and View Edit employee drive
08:06
Bitrix Calendar Basics
05:24
Sync drive locally and document locking
06:45
Drive config for Self-Hosted users
08:32
Detailed events and event repetition
05:06
Link Bitrix Calendar to MAC Calendar
02:40
Link Bitrix Calendar to Outlook on Windows
02:24
+ Workgroups / Project Management
7 lectures 32:44
Introduction to workgroups
00:39
Project management - Part 1
07:21
Using the kanban view
04:48
Kanban view task automation
07:05
Drive and calendar in workgroups
05:18
Project collaboration
04:00
Project reporting
03:33
+ Bitrix CRM Basics
3 lectures 09:43
Introduction to Bitrix24 CRM
02:37
CRM concepts
03:39
Understanding the basic structure of Bitrix CRM
03:27
+ Leads in Bitrix CRM
14 lectures 01:13:42
Configure the Lead status, source and currency
05:53
Custom fields in lead form and common form view
07:18
Custom CRM fields
03:35
Working with leads as a sales person
10:08
Observers and Responsible person
05:21
Invite to chat and filter leads activity
03:28
Link email to Bitrix and Email to leads automation
06:00
Leads automation - Part 1
07:41
Leads automation - Part 2
05:22
Leads report
04:17
Importing and exporting leads
08:51
FAQ - transfer leads to another person
01:35
FAQ - Make fields mandatory
01:26
FAQ - Client field in leads form
02:47
+ Deals in Bitrix CRM
15 lectures 01:03:34
Converting leads to Deals
06:12
Deals - Basic configuration
03:41
Managing deals
04:03
Deals pipeline
04:55
Book a resource
04:27
Document generation
07:03
FAQ - Permission for document generation
02:11
Deal automation - Part 1
04:52
Deal automation - Part 2
04:48
Importing and exporting deals
05:02
Order of importing deals
03:03
Deal reports
05:03
CRM mode
01:20
Linking products to deals
03:32
Creating custom product fields
03:22
+ CRM Contact and Companies
4 lectures 26:28
Contact and companies
07:54
Importing companies
08:04
Import export contacts
05:20
Duplicate control in contact and companies
05:10
+ Quotations and Invoices in CRM
6 lectures 33:24
Quotations and tax setup
05:26
Creating the quotations
05:02
Generating quotation documents
09:05
FAQ - CRM email templates
03:57
Invoices in Bitrix
06:31
View generated quotes , invoices for a company
03:23
+ CRM Permission Management
4 lectures 23:22
Permission management basics
07:44
Permission for sales director and accountant
08:31
Sales executive permission
05:47
FAQ - Enable CRM for users
01:20