Bitrix24 Integrations提供的Smart Deal Scripts for Sales Department

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Sales and CRM
Smart Deal Scripts for Sales Department

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Bitrix24 Integrations

描述

Take advantage of ready-to-use smart scripts to perform standard CRM actions!

You are no longer have to filter separate deal details. Now you can use the list of deals as follows:

Pre-edit the Ad message and send it to selected customers;
Add required observers to selected customers;
Remind employees or colleagues about neglected
customers by posting a corresponding comment into timeline.

Install the app and all three smart scripts will appear above the deals list via Extensions/Smart Cases button!

After successful installation, overview configuration for each smart script and ensure that all options are correct. Don’t forget to configure SMS provider in Contact Center to enable SMS smart script!

安装说明

技术支持

数据安全

添加时间： 02/12/2021

技术支持

https://helpdesk.bitrix24.com/ticket.php

安装说明

Standard installation without extra smart script setup. Configure suitable SMS provider inside Bitrix24 Contact Center for a SMS smart script to operate correctly.

数据安全

Dowiedz się więcej

Smart Deal Scripts for Sales Department

应用程序请求访问以下数据的权限：

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

业务流程

full access: view, create, edit and delete workflow actions, automation rules and triggers; view task list; run workflows

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