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This course includes:

  • 11 hours on-demand video
  • 1 article
  • Full lifetime access
  • Access on mobile and TV
IT & Software Other IT & Software CRM

Bitrix24 implementation masterclass | Updated October 2020

Learn to use Bitrix24 CRM , Task Management and Automation tools to improve the productivity of your company.
Bestseller
Rating: 4.3 out of 54.3 (219 ratings)
632 students
Created by Gaurav Soni
Last updated 10/2020
English
30-Day Money-Back Guarantee

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
  • Creating website using Bitrix

Requirements

  • A demo account for Bitrix would be good to try the functionality

Description

The 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. In the recent course update, I have also covered the creation of a website using Bitrix along with other updates.

I would keep this course updated based on the feedback I receive and the 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

16 sections • 118 lectures • 11h 8m total length

  • Preview01:40
  • Preview02:07
  • Preview00:33
  • Bitrix Interface
    04:19
  • Bitrix General Configurations
    10:07
  • Company Structure and Inviting Employees
    09:44
  • Changing user password
    03:08
  • Creating Bitrix Knowledge base
    09:17

  • Preview00:36
  • 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
  • Preview03:12
  • Task Gantt view
    04:06
  • Task Deadline view
    02:53
  • Task Automation - Planner view
    07:49
  • Preview03:56
  • Task reporting
    09:24

  • 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
  • Bitrix Desktop Application
    02:52
  • 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

  • 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

  • Introduction to Bitrix24 CRM
    02:37
  • CRM concepts
    03:39
  • Understanding the basic structure of Bitrix CRM
    03:27

  • 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
  • Custom views
    06:51
  • Editing fields in Kanban view
    02:39
  • 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

  • Converting leads to Deals
    06:12
  • Deals - Basic configuration
    03:41
  • Managing deals
    04:03
  • Deals pipeline
    04:55
  • Sales funnel and tunnels
    05:24
  • 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
  • FAQ - Perform calculations on fields
    04:54

  • Contact and companies
    07:54
  • Importing companies
    08:04
  • Import export contacts
    05:20
  • Duplicate control in contact and companies
    05:10

  • 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

  • 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

Instructor

Gaurav Soni
Software Developer / Business Consultant / Trainer
Gaurav Soni
  • 4.3 Instructor Rating
  • 219 Reviews
  • 632 Students
  • 1 Course

I am a software developer and a business consultant. Having worked on softwares from scratch to production have provided me with end-to-end knowledge softwares. As a business consultant I have met managers and CEO of various companies, thus I understand the various problems businesses face, and the ways to resolve them.

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