Product
Blog Master Sales Planning with Bitrix24's Universal CRM Activities

Master Sales Planning with Bitrix24's Universal CRM Activities

Bitrix24 Team
1 min
1586
Published: June 20, 2024
Bitrix24 Team
Published: June 20, 2024
Master Sales Planning with Bitrix24's Universal CRM Activities
Universal activities in CRM offer an efficient way to organize and plan your sales team's tasks. With this feature, you can create activities directly in Bitrix24 CRM, add them to your calendar, invite team members, attach relevant links, and much more.

Explore the benefits of universal CRM activities for your sales team:
  • Seamless Customer-Centric Day Planning  - with Bitrix24 calendar integration
  • Effortless Collaboration - adding employees to activities is straightforward
  • Streamlined workflows in CRM - ensuring consistent and streamlined work management, reducing the need to switch between different tools and interfaces.
  • Versatile Activity Creation - create activities in various views such as Kanban, List, and Activities, as well as directly within the CRM entity form.

Easily associate activities with specific customers, ensuring personalized and targeted interactions. 

Uncover the power of universal CRM activities in Bitrix24. Plan, collaborate, and execute your sales strategies with ease.
Most Popular
Enhance Your Data Analysis With Jinja Templates In BI Builder
New BI Builder In Bitrix24 CRM
Bitrix24's Seamless Drive Integration and Collaborative Editing Explained
Bitrix24 Spring 2024 Live Webinars
Inside Teamexpansion's Transformation: The Role of Bitrix24's Innovation Commitment
You may also like
articles
webinars
glossary

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
You may also like
Enhance Your Meetings with Bitrix24 Sync
Enhance Your Meetings with Bitrix24 Sync
1 min
Customize Your HR Experience With HR Bot In Bitrix24 e-Signature
Customize Your HR Experience With HR Bot In Bitrix24 e-Signature
1 min
Meet Bitrix24 Prompt Library: A New Era Of Collaborative Content Creation
Meet Bitrix24 Prompt Library: A New Era Of Collaborative Content Creation
1 min