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Jane Martinez (All user's messages)

[ Closed] Displaying employee email when sending a message from a business process

Jane Martinez Administrator Posts: 165 Joined: 27.03.2017	# 01.02.2018 23:13:43 Hi, Alex! Yes, in our integration this is exactly possible. In the actions properties, here in this field: http://joxi.ru/E2ppoyxtBkgGb2 the employee's mail, from which the email should be sent to the client.
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[ Closed] List View Settings «Leads»

Jane Martinez

Administrator

Posts: 165 Joined: 27.03.2017

31.01.2018 12:53:43

Hi, Natali!

Quote
Natali wrote: How to add to this form a line after the line "Lead Name" so that it is displayed in "List View Settings «Leads»"?

Add this as a custom field of type List.

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[ Closed] Monthly email notifications via business process

Jane Martinez Administrator Posts: 165 Joined: 27.03.2017	# 31.01.2018 12:50:33 Hi, Peter! We can conduct an online webinar and discuss the implementation of this task with our analyst on business processes.
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[ Closed] Messages were automatically created with the text "test" in Bitrix24

Jane Martinez

Administrator

Posts: 165 Joined: 27.03.2017

30.01.2018 23:40:55

Ok, topic is closed.

In case of problems you can always contact us for help with the forum or order additional services:

Business processes and automation
Bitrix24 Technical Support
Remote Learning and Configuring Bitrix24

Our integration:

1. Integration of UniSender and Bitrix24
Install for free: the option of mass mailings through the integration of UniSender and Bitrix24 and the option of automatic dispatch of letters through business processes

2. Integration of CallbackHunter and Bitrix24
Install for free: https://pinall.org/catalog/integrations/callbackhunter/

3. Connector of callback widget CallbackHunter and bpm'online

E-mail Campaigns from Bitrix24
https://www.bitrix24.com/apps/?app=pinall.unisender

Integration of Callbackhunter
https://www.bitrix24.com/apps/?app=pinall.callbackhunter

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[ Closed] How to create a custom field of the List type in CRM Bitrix24 on the essence of Lead by filtering by the company's field of activity?

Jane Martinez

Administrator

Posts: 165 Joined: 27.03.2017

30.01.2018 23:39:56

Quote
Peter wrote: I can create the main field "Sphere of activity" in the "Lead" tab?

No, only custom. The main ones in the system are by default.

Quote
Peter wrote: In the "Companies" tab there is such a field, it is in the form of a list and it is used when entering a company.

Yes, and it is basic, which is in the system by default.

Quote
Peter wrote: But in Lead there is no such field. How can I do it?

Only through the user field.

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[ Closed] Sales funnel

Jane Martinez Administrator Posts: 165 Joined: 27.03.2017	# 30.01.2018 23:19:47 Hi, Roman! In the section "Sales Funnel" you can filter by sales type and by those fields that you can render on the essence of the Transaction in the filtering. Then they will appear in the sales funnel.
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[ Closed] The button “Deals” is disable, there is no opportunity to segment the database for deals

Jane Martinez

Administrator

Posts: 165 Joined: 27.03.2017

30.01.2018 23:06:25

Ok, topic is closed.

In case of problems you can always contact us for help with the forum or order additional services:

Business processes and automation
Bitrix24 Technical Support
Remote Learning and Configuring Bitrix24

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[ Closed] How to make a clone of the current CRM for the test?

Jane Martinez

Administrator

Posts: 165 Joined: 27.03.2017

27.01.2018 21:23:06

Ok, topic is closed.

In case of problems you can always contact us for help with the forum or order additional services:

Business processes and automation
Bitrix24 Technical Support
Remote Learning and Configuring Bitrix24

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[ Closed] How to restore administrator access to Bitrix24?

Jane Martinez

Administrator

Posts: 165 Joined: 27.03.2017

27.01.2018 21:07:12

Ok, topic is closed.

In case of problems you can always contact us for help with the forum or order additional services:

Business processes and automation
Bitrix24 Technical Support
Remote Learning and Configuring Bitrix24

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[ Closed] Is it possible to add a contact from Bitrix24 to the specific mailing list UniSender?

Jane Martinez

Administrator

Posts: 165 Joined: 27.03.2017

27.01.2018 21:01:31

Ok, topic is closed.

In case of problems you can always contact us for help with the forum or order additional services:

Business processes and automation
Bitrix24 Technical Support
Remote Learning and Configuring Bitrix24

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