Bitrix24 For Employee Entry Level

Bitrix24 Essentials - Online Training Course

What you'll learn

Get familiar with Bitrix24 Intranet portal and CRM

Get a general overview of features and settings

Understand the main modules to be able to start working in the system

Go through the hands-on examples to setup the personal space

Requirements

Have an account in the Bitrix24 Cloud or On-Premise portal

Description

Unlock the full potential of Bitrix24 with our new Bitrix24 Essentials: Fundamental Online Training course!Build a strong foundation for success in just a few sessions and earn your Bitrix24 Essentials Certificate at your own pace!What You'll Learn:In the Bitrix24 Essentials: Fundamental Online Training, participants will embark on a comprehensive journey through the platform's core functionalities. Starting with an overview of Bitrix24, users will learn to navigate the interface and personalize their settings. The course delves into collaboration tools, covering the Feed page, chat, calendar, email integration, and document management, while also teaching effective workgroup and project management. The CRM module introduces the interface and key tools for managing leads, contacts, and deals, with a focus on customizing views and filters. Task management is explored through task creation and advanced features like recurring tasks. Participants will also discover the benefits of the Bitrix24.Sign feature and the AI capabilities of the Co-pilot tool.Why Choose Our Course?Our course is crafted to be simple and intuitive, ensuring that you can work through it with ease. It aligns cohesively with CRM functionalities, reducing confusion and enhancing your learning experience.Join the growing community of Bitrix24 users who are taking their skills to the next level. Enrol today and start your journey towards mastering Bitrix24! We look forward to helping you achieve your goals with Bitrix24!

Overview

Section 1: M1 - Introduction

Lecture 1 Introduction to Bitrix24

Lecture 2 Bitrix24 Overview

Section 2: M2 - Collaboration Tools

Lecture 3 Bitrix24 Feed page

Lecture 4 Collaboration Tools Overview

Lecture 5 Effective Use of Workgroups and Projects

Section 3: M3.1 - CRM Overview

Lecture 6 CRM Overview

Section 4: M3.2 - CRM Entities & Navigation

Lecture 7 CRM Entities & Navigation

Section 5: M4 - Tasks and Projects

Lecture 8 Task Management Overview

Section 6: M5 - Bitrix24 e-Signature Overview

Lecture 9 Introduction to Bitrix24 Signature feature

Section 7: M6 - Co-pilot Overview

Lecture 10 Introduction to Co-pilot tool in Bitrix24

Employees of companies that use or are going to use Bitrix24 as a corporate CRM/Intranet system,Business owners who need to understand the capabilities of the platform and start their journey with Bitrix24