Bitrix24 implementation masterclass

In the Bitrix24 implementation masterclass, boost your operations team's efficiency by tracking who is on which task, managing recurring tasks like monthly salaries, designing task automation, and generating task reports.

Explore Bitrix24 task management: use the interface to add quick or detailed tasks, import/export, automation rules, set deadlines, attach descriptions and images, switch views.

Master subtasks and task dates in Bitrix24 by creating tasks with subtasks, assigning responsible people, and setting deadlines. Learn time tracking, skip weekends, and derive dates from subtasks with tags.

Manage tasks in bitrix24 by filtering today’s planned start date, adding tasks to the daily plan, and tracking time with play and pause for review and completion.

Master task templates and recurring tasks to streamline website development, assign the responsible person, set deadlines, and automate monthly routines with tags and subtasks in Bitrix24.

Learn to search tasks in Patric's using both the primary source and the task management search bar, applying filters like responsible person, created on, overdue, and custom saved filters.

Explore three Bitrix24 task list views, customize and hide columns, and replicate settings for all users, then perform bulk actions with cross-page deadlines and weekend-aware adjustments.

Learn to use the Bitrix24 task kanban view to organize tasks in plan view with custom categories, drag-and-drop between stages, set deadlines, and track start status to in progress.

Explore the Bitrix24 gantt view to manage tasks by adjusting start dates, end dates, and deadlines with draggable blue bars, and define dependencies and subtasks within a website project.

Explore the brand new deadline view in Bitrix24, available in the latest version and not in older versions. Drag and drop deadlines across fields and view them in your calendar.

Explore task automation in the planner view of Bitrix24, using automation rules and triggers to move tasks between stages, assign participants, and send notifications based on marketing tags and deadlines.

Explore task automation by status using Bitrix24, moving tasks through pending, in progress, completed, and pending review with automation rules and notifications.

Learn to measure team performance in Bitrix24 using efficiency, supervising involvement, and final reports. Create and customize reports to visualize who is occupied and the time spent on tasks.

Discover Bitrix drive for document sharing with internal and external users, syncing files to your computer, and the Matrix calendar for tasks, events, and Google Calendar and Outlook sync.

Use my drive for personal files and the company drive for internal and external sharing. Upload, drag and drop, and share via public links with expiry and password.

Manage the company drive by setting permissions, assigning users with full or restricted access, creating and editing documents via Google Docs, reviewing revision histories, and administering colleagues' drives.

Organize personal tasks and company events with my calendar and company calendar. Create events quickly or in detailed view, set reminders, choose meeting rooms, and invite attendees.

Learn to sync Bitrix24 drive locally on your computer using the desktop app for Mac or Windows, manage folders, and apply document lock to prevent edits.

Learn how to install and use the Bitrix desktop application, access CRM and the companion app, make video and audio calls, manage hardware and notifications, and customize dark mode.

Enable Google Drive and Google Calendar integration for self-hosted Bitrix24 by configuring social website integration in admin panel, creating Google API credentials, and granting required scopes and redirect URLs.

Create a development calendar, set view permissions, and schedule a daily 9 a.m. development review with invitations, reminders, and recurring events.

Link Bitrix calendar to Mac calendar by connecting via the calendar app settings, adding a new account as a calendar dev account, and enabling synchronization.

Link the Bitrix calendar to Outlook on Windows by connecting from the calendar options, selecting the development calendar, and syncing events so changes appear in both apps.

Explore how Bitrix24 workgroups unite the task management, drive, and calendar features to manage projects and enroll customers within the same project.

Master project management in Patric's by learning how to set up a Burger King online ordering project, invite external users, share documents, track tasks, and use task templates and reporting.

Discover the kanban view for project task management, organizing tasks into new, in progress, finished, Q8, and issues, with client testing and permissions controls.

Learn to automate kanban tasks in Bitrix24 by configuring status-change rules, auto-assigning tasks, sending notifications, and routing work through in progress, quality assurance, and client approval.

Manage calendars and drive in Bitrix24 workgroups by creating calendars, adding events, linking group calendars to your personal calendar, and configuring permissions for project folders.

Demonstrates collaboration in Bitrix24 through the general tab, conversations, chart window, discussions, photos, and lists to track updates, tasks, polls, file uploads, and announcements across mobile and desktop.

Explore how to view and customize project reports in Bitrix24 by using the task and report sections, filtering by project, and tracking time spent and involvement.

Explore how a customer relationship management system organizes company and contact data, documents, products, and leads from marketing channels, and track sales stages to boost performance.

Master crm concepts like leads, contact and company records, and deals. Discover how qualification via emails and telemarketing moves prospects through stages to quotations and invoices.

Explore the basic structure of Bitrix CRM, including leads, deals, contacts, and companies, with kanban, list, calendar, and reports views.

Configure lead statuses, including unassigned, in progress, and demo, and add new sources like Instagram and newspaper. Set up currencies with a default and base currency, and adjust exchange rates.

Configure the lead form in Bitrix24 by hiding unused fields, adding custom fields such as application type with a dropdown, and using common form view to replicate changes across users.

Learn how to create and configure custom CRM fields in Bitrix24, including using Binta CRM element to link suppliers, companies, and technicians to a lead.

Create and edit custom views per user group in Bitrix24, assigning by department such as sales or marketing. Tailor fields in lead forms and kanban views, and save configurations.

Learn to customize fields in the kanban view of Bitrix24, using customize quick create form fields to add email and phone, then save and view changes.

Learn to manage leads in Bitrix24 CRM: create leads, schedule activities and calls, use filters and kanban views, and move leads through stages with required application type.

Explore how to apply the responsible person and observers roles in Bitrix24 to manage leads and meetings, assign responsible people, share with observers, and enforce permissions.

Invite teammates to a lead chat and add observers, then remove them when work completes. Use filters to show only comments and pin key activities for easy reference.

Link Gmail to Bitrix24 and automatically create leads from incoming emails, with email as the lead source and automatic contact creation for outbound messages.

Automate lead workflows in Bitrix24 by creating rules that move leads through stages, assign tasks, and send customer notifications, with demo date and lead name as required fields.

Learn to automate Bitrix24 leads with two rules: auto notify supervisor if a lead isn’t responded to within two days, and auto move new email leads to the unassigned stage.

Explore the leads report to view the funnel, sources, and metrics like conversion, loss ratios, and converted, active, and junk leads, using filters or a period/person search.

Import and export leads in Bitrix24 via settings, using Excel for clarity and selecting specific leads after filtering. Map custom fields and the responsible person during import.

Learn how to transfer leads to a new person by searching the responsible person, selecting all leads with the for all option, and assigning a new responsible person.

Learn how to make fields mandatory in Bitrix24 by adjusting lead settings, selecting the required option by status, and saving to enforce defaults for new leads.

Explore how the client field works in Bitrix24 leads form. Learn when to use database client data versus manually entering contact and company details, and when to recreate a lead.

Move qualified leads to the contact and company stage, create deals from those records, and manage statuses and conversions in a Bitrix24 kanban view.

Configure deals in Bitrix24 by editing deal stages, such as initial, gather detailed specification, mock layout, and sign NDA and contract, and align the common view form.

Master how to manage deals in Bitrix24 by moving opportunities through stages, tracking activities and emails, scheduling meetings, and converting leads into deals with a dedicated pipeline.

Learn to create and manage multiple deal pipelines in Bitrix24, including training and application development pipelines, with customizable stages, per-pipeline forms, and automation rules.

Learn to configure Bitrix24 sales funnels and pipelines for upselling installation and maintenance, linking funnels, automating moves between stages, assigning responsibilities, and creating maintenance contracts.

Book and manage training resources in Bitrix24 by creating training plans, assigning classrooms and instructors, and scheduling sessions, with calendars that show bookings and conflicts.

Create and manage document templates in the CRM, upload templates, bind to deals, auto populate fields like company title and deal name, generate NDA and contracts, then share or download.

Configure access permissions for document generation in Bitrix24, restrict template and settings updates to administrators, and allow document creation and viewing for other roles.

Configure Bitrix24 automation rules across pipelines to auto-move deals to the demo training stage when a training plan is booked, with triggers and conditions for training-based categorization.

Explore how to automate document generation and pipeline management in Bitrix24: create crm documents from deals, apply templates, hard-code fields, and auto-move deals between pipelines while updating the responsible person.

Learn how to import and export deals in Bitrix24, map fields to linked companies and contacts, and replicate linking logic from leads to ensure accurate data migration.

Import companies first, then contacts, and finally deals in Bitrix24 to ensure links are created correctly and avoid missing related records.

Generate and customize Bitrix24 deal reports by stage or by employee, apply filters for pipelines, and export filtered deals to Excel for detailed analysis.

Explore the CRM mode in the Bitrix24 masterclass, comparing simple CRM with classic CRM. Convert leads into deals and manage leads and deals from a single place.

Link products to deals in Bitrix24 by creating an integration folder, adding a product with price and unit, and selecting it in the deal to surface the total price.

Learn how to customize Bitrix24 products by adding a new unit of measurement and a custom training type field, then create and use a product with these fields.

Learn how to track income, costs, and profits in Bitrix24 by creating expense and profit custom fields, enforcing mandatory input, and automating profit calculations as deals advance.

Master Bitrix24 CRM by creating and linking companies and contacts, adding banking details for quotations and invoices, managing contacts per company, and associating deals, while customizing fields and exporting data.

Export and import companies in the crm by exporting to excel, adjusting fields, and importing via the import sample example, using comma-separated values (utf-8), and mapping fields to handle duplicates.

Learn to filter supplier contacts, export them to Excel with selected details, and import updated contacts into Bitrix24, mapping fields and linking to companies while managing duplicates.

Explore how to use duplicate control in Bitrix24 to find and merge duplicate companies and contacts, based on name, phone, and email, and handle post-merge updates.

Learn how to configure quotations and invoices in bitrix24, including setting up taxes, location types, and tax rates, and finalizing the customer-facing documents with your company details.

Create and customize quotations as deals move through stages and when won, add products, taxes via location, discounts, and expiration dates, then send the quotation to the client.

Generate quotation documents in Bitrix24 by creating templates, configuring dynamic fields from settings, and sending the finalized quotes via email.

Learn how to create and bind CRM email templates to specific entities (deals, contacts) in Bitrix24, set subject lines, attach files like brochures, and standardize client communications.

Learn to generate and send invoices in Bitrix by converting accepted quotations into invoices, create invoice templates with auto numbering, apply taxes and locations, and share via email or pdf.

View and manage quotations, invoices, and deals for a company; track accepted, declined, and paid statuses, and summarize data via a connected dashboard.

Learn how to manage crm permissions in bitrix24, including admin-only settings, and setting access by users, departments, or groups, then apply rules for read, add, update, delete, import, and export.

Configure role-based permissions in Bitrix24 CRM to let a sales director view subordinates' data and the accountant accesses all contacts and companies with read-only rights.

Configure sales executive permissions in Bitrix24 CRM to control visibility and modification rights for contacts, deals, and companies by responsible person, department, and pipeline, ensuring role-based access.

Enable crm access for users by an admin: go to settings, permissions, add an all-employees group with manager roles, save, and refresh the account to reveal the crm menu.