Bitrix24 Training Course 7. CRM Leads: Import / Export
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Welcome to the next module of our Bitrix24 Training Course! 🎓 In this session, we’ll dive into CRM Leads: Import/Export, walking you through the essential steps for managing your CRM data effectively. From importing leads and deals to exporting contacts and companies, this tutorial is designed for users of all experience levels.
🔍 What You'll Learn Today:
✅ Data Import Basics:
Preparing data for import, including cleaning unnecessary information.
Importing data for leads, deals, contacts, and companies.
✅ Step-by-Step Import Procedures:
Using GPT to generate test data and importing via CSV.
Assigning deals to specific contacts and companies.
Organizing your data to ensure accuracy and efficiency.
✅ Exporting CRM Data:
Exporting deals, contacts, and companies to CSV or Excel formats.
Reviewing permissions for data export.
Understanding export limitations for histories (emails, calls, etc.).
✅ Best Practices:
Linking deals to companies and contacts.
Managing data dependencies and ensuring seamless CRM operations.
📌 Resources & Links:
• Bitrix24 Training Course
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▶️ Time-code:
00:30 - Importing Leads
03:56 - Importing Deals
06:19 - Importing Contacts
14:51 - Importing Companies
17:04 - Linking Companies & Contacts
17:27 - Adjusting and Importing Data
18:20 - Managing Files and Contacts
19:22 - Exporting Data
20:41 - Conclusion
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