Smart Deal Scripts for Sales Department by Bitrix24 Integrations

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Smart Deal Scripts for Sales Department

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509
Developer

Bitrix24 Integrations

Description

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!

Installation instructions

Technical support

Data security

Added: 12/02/2021

Technical Support

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

Installation instructions

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

Data security

Learn more

Smart Deal Scripts for Sales Department

The application requests access to the following data:

CRM

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

Business Processes

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

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