Bitrix24 implementation masterclass

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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

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