Writing a business process in Bitrix24
In essence Contact User field (number field), "Solved" may be empty
In essence the transaction User field (link to the CRM element - Contact) - "Receiver".
In essence, the User field (da-no) "Currently included".
The task is to change the transaction successfully.
0) if taken into account in the collection - yes - the end of the BP
1) by ID in the Collected field go by link to Contact, take from there the value of the Collected field
2) Take the amount of the transaction and set with the value of p (1)
3) record the amount collected from p (1) in the Contact and set the "Receiver" = yes.
Doing in the test ack
Client's review of cooperation with Stanislav Zamiatkin
Writing a business process in Bitrix24Fast and executed, without orders
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Freelancer's review of cooperation with client
Writing a business process in Bitrix24A great customer. Simple and clear, nothing more. I recommend cooperation.
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352 8 0 Hello to Sergey! Ready to perform the task, as if everything is simple and understandable. It will take about 2-3 hours after confirmation (may be faster, just take the capacity not this minute).
I have a certificate of an expert in business processes (see Profile) and great experience in their development and implementation.
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300 1 0 Good day Sergey!There is experience working in setting various CRMs, in particular - Bitrix 24.I can advise and help not only to set up, but also advise in additional processes.Based on your request, you are ready to fulfill everything.For a more objective assessment, personal communication is required to harmonize all tasks.After that, we will be able to agree on clear cost and implementation deadlines.I am a certified Bitrix24 partner and since 2018 a qualified consultant of the European Bank for Reconstruction and Development (EBRR).You can be confident as a responsibility.Also, from experience, it is important to take into account when setting and implementing:
- describe the "game rules" and penalties if these rules are violated (in the form of convenient instructions / regulations / kpi / link to the ZP)
Workers to understand and accept
Workers are starting to use properly.
In addition to the description of the business process, I can be helpful in:
Description of work regulations
Presentation and sale of ideas to staff
- accompanying "for hand" key or each user
… Regular inspection and assistance in removing disadvantages in CRM management
In any case, write in a convenient channel, and I will be happy to tell you.I always answer.If you are busy with the current project, then not immediately, but within a day.I hope for mutually beneficial cooperation.
by Ivan
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