Smart Lead Scripts for Sales Department by Bitrix24 Integrations

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Smart Lead Scripts for Sales Department

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Installations

399
Developer

Bitrix24 Integrations

Description

Take advantage of ready-to-use smart scipts to perform standard CRM actions!

You are no longer have to filter separate lead details. Now you can use the list of leads 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 leads list via Extensions/Smart Cases button!

After successful installation, overview configuration for each smart scripts and ensure that all options are correct. Don’t forget to configure SMS provider in Contact Center to enable SMS smart scripts!

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 scripts setup. Configure suitable SMS provider inside Bitrix24 Contact Center for a SMS smart sripts to operate correctly.

Data security

detailed

Smart Lead 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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