Bitrix24 - administration: CRM, boxed version, business
Miscellaneous / / November 29, 2023
Do you want to learn Bitrix24 from scratch? Are you aiming to adapt the system to your needs? Then you have chosen the right educational course.
Bitrix24 is one of the most popular sets of business tools today. It combines modern CRM + marketing, BPM with extensive automation capabilities and many other relevant tools.
During the course, you will begin to learn Bitrix24 from scratch, from the initial setup of the system, work on connecting external communication channels, understand the CRM settings, master cards and document templates. Learn to administer 1C-Bitrix24 in a boxed solution, understand the access levels and be able to configure various of them.
The important point is that you will see how CRM helps solve marketing problems. Two large educational blocks are devoted to business processes in Bitrix24. You will start with the simplest moments, reach business processes with statuses, understand the settings of access rights, and study the actions of statuses.
The course provides the knowledge and skills necessary to understand the principles of system administration. Cloud and boxed versions of the product are being considered. It is important that the educational program is full of practice. The course's workshop is a cycle of sequentially performed laboratory work for each module.
After completing the training you will know:
Learn from leading professional practitioners. Come to the "Specialist".
You will learn:
- set up business tools for cloud and boxed Bitrix24;
- configure modules of boxed Bitrix24;
-create simple business processes and business processes with statuses;
-select a suitable system if integration is necessary.
1
wellCertified developer, architect and integrator of Bitrix24. Practical experience in automation and solving software development problems of varying complexity for more than 10 years. Work experience as a PHP/Bitrix/Bitrix24 developer – more than 7 years. More than 5...
Certified developer, architect and integrator of Bitrix24.
Practical experience in automation and solving software development problems of varying complexity for more than 10 years.
Work experience as a PHP/Bitrix/Bitrix24 developer – more than 7 years.
More than 5 years of experience as a solutions architect.
Module 1. Administration of the cloud version of Bitrix24 (4 ac. h.)
-Initial system setup
-Connecting external communication channels: telephony, email, open lines, widget and forms for the site
-CRM setup. Cards. Robots. Document templates
-Free website builder in Bitrix24
-CRM + marketing
-Approaches to integrating a cloud portal with external services
-Lab: Registration and configuration of the Bitrix24 cloud portal
Module 2. Administration of 1C-Bitrix24: Enterprise (boxed version) (4 ac. h.)
-1C-Bitrix: Virtual machine
-Installation methods for 1C-Bitrix24: Enterprise
-Public part and administrative section
-Users and groups. Access levels. Fine-tuning access rights
-Setting up the main module
-Tools. System check. Safety. Backup
-Lab: Installing 1C-Bitrix24: Enterprise
Module 3. Introduction to Bitrix24 business processes (4 ac. h.)
-What is a business process. Automation tools
-Business processes in Bitrix24. Terminology. Getting to know the interface
- Business process developer tools - fields, parameters, variables, constants
-Categories of available actions
-Lab: Creating a Sequential Business Process
Module 4. Business processes with statuses (4 ac. h.)
-Why do we need business processes with statuses?
-The status of the Bitrix24 business process through the eyes of an administrator and developer
-Actions for statuses
-Setting access rights in business processes
-Lab: Creating a business process with statuses