Smart Deal Scripts for Sales Department

Smart Deal Scripts for Sales Department
Bitrix24 Integrations
Gratuit
Installer
Captures d'écran

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:

  1. Pre-edit the Ad message and send it to selected customers;
  2. Add required observers to selected customers;
  3. 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!

Version 1
Send SMS to a group of customers, notify employees and add observers to a batch of deals.

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