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HISTORY
DELAS

A Deal is a CRM object containing the interaction with a Client or Company pertaining to a transaction. A Contact or Client may have any number of associated Deals.

Deals can be viewed in list form, edited, and exported. A deal can be added by hand or initiated through the conversion of a lead. Deals proceed through a number of customizable statuses, and rules for working with Deals can depend on the status


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COMPANIES

The customer relationship starts with making contact with a person who is either the client or a representative of the client. Contacts can be displayed in a list view where individual and mass operations are available, and contacts can be added, imported, or exported.

Like other CRM objects, Contacts can be opened from the list and further modified, converted, or have an event attached to them.


    CoKnown SmartMark:
    This is a CoKnown Project
    site name:  coknown.com
    page title:  Introduction to CoKnown ~ Welcome to Social Research
    added by:  MARY ALT
    added on:  August 8, 2011, 01:44 PM
    Introduction To CoKnown

    If you haven't used CoKnown before this is a Good place to start. You can more in depth with other Tutorials as needed

    Introduction to CoKnown. CoKnown allows you to Easily Organize the web and share your newly found knowledge with others.

    added by:  MARY ALT
    added on: August 8, 2011, 01:51 PM
    This is a NoteBox
    It has a Full text editor and can be as long as needed.
    Only Collaborators with Full Access can edit someone else's Notebox
    Working with Others TIPS

    #1 - Use the Share button on your Project page to request help on your Project.  (email)
    Prefer Tweeting your calls for help? Use the Green share button on the bottom Left of the page to Tweet from this page.

    #2 - Use Conclusion boxes at the Top of your Custom Lists to Ask for specific help in that area.
    This is also a very useful place to leave yourself notes.

    Learn More about CoSearchers and Collaborating...


    added by:  MARY ALT
    added on: August 8, 2011, 02:02 PM
    This is a NoteBox
    It has a Full text editor and can be as long as needed.
    Only Collaborators with Full Access can edit someone else's Notebox
    Creating Symantic Webs for Really complex Projects

    Here's how to Interconnect Multiple Projects.
    If you're doing a really complex Research Project even Custom list Tabs may not be enough to keep everything organized. So start multiple Porjects and interconnect them.
    Here's How:
    Use this as your Main Project (AKA Index)
    1) Start a New Project on a Sub Topic or area of research
    2) Select that Project in your  Toolbar
         Then Save this Project as a SmartMark in your New Project
    3) Then Select this Project in Your Toolbar
         Go to that Project Page and Save a SmartMark into this Project.

    Your Projects are now linked together.

    For Bonus Points - Create a new Custom List Tab called Project Pages on both Projects and add the links there. That will keep everything nice and tidy.

    Tip: you can link back and forth as needed in any of your CoKnown Projects this way.


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CONATACTS

The customer relationship starts with making contact with a person who is either the client or a representative of the client. Contacts can be displayed in a list view where individual and mass operations are available, and contacts can be added, imported, or exported.

Like other CRM objects, Contacts can be opened from the list and further modified, converted, or have an event attached to them.


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CRM

CRM (Customer Relationship Management) is a class of software which provides structure and coherency in the management of business contacts and potential contacts. “Leads” obtained through any number of methods can be entered into the system, assigned to responsible employees, and developed into clients, customers, or partners with a full record of all interactions. The CRM organizes information about customers and the various interactions with them from the qualifying stage through closing of sales. The fundamental process which a CRM enables is the development of a potential client (a sales ‘lead’) into a paying customer.

The CRM (Customer Relationship Management) System in Bitrix24 handles interactions with clients and potential clients, and/or with partners, journalists, and other persons. Its objective is to provide a convenient and transparent tool which improves relationship quality and therefore the bottom line.

 





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CATALOG

The catalog lists products and services involved in deals. That is, sales managers can select items from the catalog list when creating a deal.


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REPORTS\

Reports are one of the most important parts of the CRM system, since it is reports that allow prognosis and analysis of all work with clients and, in turn, optimization client interactions at individual stages or systematically.

Bitrix24’s CRM has a report builder for the following types of CRM elements: leads, deals, products, invoices, activities. Using this tool, you can create customized reports which provide insight into critical processes. The CRM includes 9 standard reports, as well. You can use these reports as they are or as templates for customized reports.

To work with CRM reports, navigate to the page CRM -> Reports. Available reports are visible here. If no reports are created yet, a button will offer to launch a wizard that creates the standard reports. We will not discuss the standard reports. You can get familiar with them in your Bitrix24 instance.


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