How to Create a Deal in Bitrix24 CRM | Step-by-Step Guide
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- เผยแพร่เมื่อ 9 ก.พ. 2025
- How to Create a Deal in Bitrix24 CRM | Step-by-Step Guide #bitrix24tutorial #bitrix24
Learn how to create deals in Bitrix24 CRM to efficiently manage your sales pipeline and close more business opportunities. With Bitrix24’s CRM module, you can track deal stages, assign responsible team members, and monitor progress in real time. This tutorial provides a step-by-step guide to creating deals, customizing fields, and managing your pipeline effectively.
🔹 In this video, you'll learn:
How to create a new deal in Bitrix24 CRM
Setting up custom deal stages for your sales process
Assigning team members to specific deals
Adding customer details, documents, and notes to a deal
Using deal automation for reminders and workflows
Tracking deal progress in the sales pipeline
Whether you're new to Bitrix24 or looking to streamline your sales process, this video will help you get started with managing deals effectively. Like, comment, and subscribe for more Bitrix24 tips and tutorials!
#bitrix24tutorial #DealCreation #salescrm #bitrix24tutorial #salespipeline #crmtools #businessautomation #salesmanagement
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