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What controls deal 'category' being Active or Idle?, this refers to Widget parameter settings for various report types such as graph or number block
For example, when looking at settings for a graph widget, the 'Sel ect stage or category' option has a pulldown with these choices

Stages
[LIST]
[*]"Deal in progress" stages group

[*]"Deal won" stage
[*]"Deal lost" stage
[/LIST]Categories
[LIST]
[*]Active Deals

[*]Idle Deals
[/LIST][B]Can someone explain how Bitrix determines a deal is idle?[/B] I have seen a few cases where a deal appears idle but it wasn't apparent why. In one case I modified the stage (fr om stage 1 to stage 2) and this deal stopped being marked Idle.
listing / report on inactive leads and contacts, Finding out which leads and contacts have had no activity since a particular date/time
Hi Yana,

Post #6 had three Questions plus a request for you ...  can you please address those?  I shouldn't have mentioned the progressive dialer as it was unrelated.
listing / report on inactive leads and contacts, Finding out which leads and contacts have had no activity since a particular date/time
One more observation which may help demonstrate a use case.

Let's say that I have these status stages for my Leads
[LIST]
[*]unassigned

[*]assigned
[*]trying to contact
[*]attempted today
[*]complete
[/LIST]Each morning, as a sales person I'd click on Leads, choose a filter and reset all statuses to 'trying to contact' (using bulk action)

Then during the day as I call each person I would remember to adjust the status after the call to 'attempted today'

By doing this I can filter my list to show only 'trying to contact' and as I work through my day, the list will shrink

I suspect this will work, but it's error prone ....  sometimes a sales person will forget, and then possibly call the person a second time

So this is an example workaround, but it would be much better if there was some way to filter on the fact that a call has been made today, or within some time range


PS - I think I saw mention of a progressive dialer being planned, is that true and might it help with this problem?
Date of most recent activity field
Adding my support to this request
listing / report on inactive leads and contacts, Finding out which leads and contacts have had no activity since a particular date/time
I've seen many posts asking for this capability, and since it hasn't been added I suspect that the developer team isn't seeing a need for it.

[COLOR=#0000ff]So can we change the question around? [/COLOR] Instead of asking for the ability to identify (and sort) deals, leads, contacts by the last time they were called (or emailed), perhaps we can ask these larger questions ......

[B]Q [/B]- What is the best way in Bitrix to manage your pipeline on a daily basis?
[B]Q [/B]- How can you tell if you have forgotten to call someone today?
[B]Q [/B]- How can a sales person determine how many more calls they need to make today (ie: are they 30%, 60% or 80% through their calls?)

Assumptions
- sales person needs to contact between 50-100 people each day
- the calling is frequently interrupted by incoming support calls, or extended phone calls with a particular customer
- different sales people will work the same list simultaneously

[B]Yana [/B]- Can you please ask the development team about this and offer some advice for how users can manage their pipeline? There is very little usage documentation and it's possible that all the people asking for this feature (myself included !) are missing some aspect of organization.
Method to determine if another user is on a phone call?
If a customer calls into our company and asks for a specific person, is there any way to determine if they are already on the phone with another customer?

The only option i see is to message them, which interrupts them if they are on the phone...

If this is not possible today, please tell me if this is a recognized need and if it will (not might) be coming in a future update ....
Awesome task view just needs one more capability ... click to dial
In case anyone is wondering, the view I was describing where white arrows appear to left/right of the task is only available by clicking a task while in Gantt view.  
Awesome task view just needs one more capability ... click to dial
Just getting to learn Bitrix... In other crms I've avoided using tasks but they are pretty darn attractive in Bitrix.

I'll put my question here, details follow:

Q - Is there any way to move through a group of tasks where you can  click to dial the contact and then immediately (one click) move on to  the next task and repeat?

BACKGROUND
So I discovered that when there are multiple tasks in a view in My Workspace Tasks it's possible to cycle through them using the shaded arrows at far right and left of the screen. This is very useful if you have a number of tasks because you can instantly move from task 1 -> task 2 -> task 3 -> etc

If tasks involve customer followup and you wish to make a call to the crm contact associated with each task I see that when hovering over the contact name a bubble appears (which is great) but clicking the telephone gives the message that 'phone calls are not supported in this context'

Seems the same thing happens when the task is opened from within the CRM too, so it must just be a characteristic of a Task.

I presume there is a technical reason why this isn't supported, so I'm curious if there is some other way for a user to work through a list of tasks, making calls as they view each one.
Edited: Richard Siegmund - 01/26/2016 03:58:13
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