{"id":8422,"date":"2021-06-09T10:38:42","date_gmt":"2021-06-09T03:38:42","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8422"},"modified":"2021-06-09T10:38:42","modified_gmt":"2021-06-09T03:38:42","slug":"crm-hoat-dong-crm","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-hoat-dong-crm\/","title":{"rendered":"[CRM] Ho\u1ea1t \u0111\u1ed9ng CRM"},"content":{"rendered":"<h1>Ho\u1ea1t \u0111\u1ed9ng CRM<\/h1>\n<p>Nh\u1ea5p v\u00e0o <strong> CRM&gt; Ho\u1ea1t \u0111\u1ed9ng <\/strong> \u0111\u1ec3 xem danh s\u00e1ch t\u1ea5t c\u1ea3 c\u00e1c ho\u1ea1t \u0111\u1ed9ng CRM m\u00e0 b\u1ea1n tham gia.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/2e1\/activities1.png\" alt=\"activity1.png\" title=\"\"><\/p>\n<p>D\u01b0\u1edbi \u0111\u00e2y l\u00e0 danh s\u00e1ch c\u00e1c ho\u1ea1t \u0111\u1ed9ng c\u00f3 trong Bitrix24 CRM:<\/p>\n<ul>\n<li><em> Nhi\u1ec7m v\u1ee5 <\/em> \u2013 T\u00e1c v\u1ee5 th\u00f4ng th\u01b0\u1eddng trong Bitrix24 v\u1edbi ti\u1ec1n t\u1ed1 \u201cCRM\u201d.<\/li>\n<li><em> E -mail <\/em> \u2013 email \u0111\u1ebfn v\u00e0 \u0111i.<\/li>\n<li><em> Cu\u1ed9c h\u1ecdp <\/em> \u2013 g\u1eb7p kh\u00e1ch h\u00e0ng.<\/li>\n<li><em> Cu\u1ed9c g\u1ecdi <\/em> \u2013 \u0111\u1ebfn v\u00e0 c\u00e1c cu\u1ed9c g\u1ecdi \u0111i. B\u1ea1n c\u00f3 th\u1ec3 l\u00ean l\u1ecbch cu\u1ed9c g\u1ecdi \u0111i v\u00e0 nh\u1eadn l\u1eddi nh\u1eafc trong th\u1eddi gian \u0111\u00e3 \u0111\u1ecbnh.<\/li>\n<\/ul>\n<p>C\u00f3 m\u1ed9t thanh t\u00ecm ki\u1ebfm \u1edf \u0111\u1ea7u trang. V\u00ed d\u1ee5: b\u1ea1n c\u00f3 th\u1ec3 xem c\u00e1c ho\u1ea1t \u0111\u1ed9ng \u0111\u01b0\u1ee3c l\u00ean l\u1ecbch cho ng\u00e0y mai.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/8bb\/activities2.png\" alt=\"activity2.png\" title=\"\"><\/p>\n<p>\u0110\u1ecdc th\u00eam v\u1ec1 ch\u1ee9c n\u0103ng t\u00ecm ki\u1ebfm trong Bitrix24 CRM trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/7875633\/\" rel=\"nofollow noopener\" target=\"_blank\"> T\u00ecm ki\u1ebfm trong Bitrix24 CRM <\/a>.<\/p>\n<p>N\u1ebfu b\u1ea1n c\u00f3 quy\u1ec1n truy c\u1eadp th\u00edch h\u1ee3p, b\u1ea1n c\u00f3 th\u1ec3 xem c\u00e1c ho\u1ea1t \u0111\u1ed9ng CRM c\u1ee7a nh\u1eefng ng\u01b0\u1eddi d\u00f9ng kh\u00e1c. Ch\u1ec9 c\u1ea7n ch\u1ecdn ng\u01b0\u1eddi d\u00f9ng trong tr\u01b0\u1eddng <strong> Ng\u01b0\u1eddi c\u00f3 tr\u00e1ch nhi\u1ec7m <\/strong> c\u1ee7a b\u1ed9 l\u1ecdc.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/c6e\/activities3.png\" alt=\"activity3.png\" title=\"\"><\/p>\n<p>Danh s\u00e1ch ho\u1ea1t \u0111\u1ed9ng ch\u1ee9a th\u00f4ng tin chung v\u1ec1 c\u00e1c ho\u1ea1t \u0111\u1ed9ng: t\u00ean, th\u1eddi h\u1ea1n, t\u00ean ng\u01b0\u1eddi li\u00ean h\u1ec7, ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m v\u00e0 t\u00ecnh tr\u1ea1ng hi\u1ec7n t\u1ea1i.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/600\/activities4.png\" alt=\"activity4.png\" title=\"\"><\/p>\n<p>\u0110\u1ecdc th\u00eam v\u1ec1 ch\u1ebf \u0111\u1ed9 xem danh s\u00e1ch trong Bitrix24 CRM trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/8415939\/\" rel=\"nofollow noopener\" target=\"_blank\"> Ch\u1ebf \u0111\u1ed9 xem danh s\u00e1ch trong CRM <\/a>.<\/p>\n<p>Nh\u1ea5p v\u00e0o ho\u1ea1t \u0111\u1ed9ng trong danh s\u00e1ch \u0111\u1ec3 xem chi ti\u1ebft.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/524\/activities6.png\" alt=\"ho\u1ea1t \u0111\u1ed9ng6.png\" title=\"\"><\/p>\n<p>B\u1ea1n c\u0169ng c\u00f3 th\u1ec3 chuy\u1ec3n sang b\u00e1o c\u00e1o xem.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/fde\/activities5.png\" alt=\"c\u00e1c ho\u1ea1t \u0111\u1ed9ng5.png\" title=\"\"><\/p>\n<h2 id=\"Thao_t\u00e1c_v\u1edbi_c\u00e1c_ho\u1ea1t_\u0111\u1ed9ng\">Thao t\u00e1c v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng<\/h2>\n<p>B\u1ea1n c\u00f3 th\u1ec3 th\u1ef1c hi\u1ec7n c\u00e1c thao t\u00e1c c\u01a1 b\u1ea3n v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng: m\u1edf, ch\u1ec9nh s\u1eeda ho\u1eb7c x\u00f3a.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/40e\/activities7.png\" alt=\"activity7.png\" title=\"\"><\/p>\n<p>B\u1ea1n c\u0169ng c\u00f3 th\u1ec3 th\u1ef1c hi\u1ec7n c\u00e1c h\u00e0nh \u0111\u1ed9ng nh\u00f3m v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng b\u1eb1ng c\u00e1ch ch\u1ecdn m\u1ed9t s\u1ed1 ho\u1ea1t \u0111\u1ed9ng.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/f48\/activities8.png\" alt=\"ho\u1ea1t \u0111\u1ed9ng8.png\" title=\"\"><\/p>\n<h2 id=\"Th\u00eam_ho\u1ea1t_\u0111\u1ed9ng\">Th\u00eam ho\u1ea1t \u0111\u1ed9ng<\/h2>\n<h4 id=\"T\u00e1c_v\u1ee5\">T\u00e1c v\u1ee5<\/h4>\n<p>B\u1ea1n c\u00f3 th\u1ec3 th\u00eam m\u1ed9t t\u00e1c v\u1ee5 m\u1edbi theo c\u00e1ch t\u01b0\u01a1ng t\u1ef1 nh\u01b0 b\u00ecnh th\u01b0\u1eddng. \u0110i\u1ec3m kh\u00e1c bi\u1ec7t l\u00e0 t\u00e1c v\u1ee5 \u0111\u01b0\u1ee3c t\u1ea1o trong ph\u1ea7n <em> Ho\u1ea1t \u0111\u1ed9ng <\/em> c\u00f3 ti\u1ec1n t\u1ed1 <em> CRM <\/em>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/131\/activities9.png\" alt=\"activity9.png\" title=\"\"><\/p>\n<p>\u0110\u1ecdc th\u00eam v\u1ec1 c\u00e1ch t\u1ea1o nhi\u1ec7m v\u1ee5 trong article \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/8398761\/\" rel=\"nofollow noopener\" target=\"_blank\"> T\u1ea1o c\u00f4ng vi\u1ec7c <\/a>.<\/p>\n<h4 id=\"E-mail\">E-mail<\/h4>\n<p>G\u1eedi email g\u1eedi tin nh\u1eafn cho kh\u00e1ch h\u00e0ng b\u1eb1ng c\u00e1ch nh\u1ea5p v\u00e0o <strong> E-mail <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/3e4\/activities10.png\" alt=\"c\u00e1c ho\u1ea1t \u0111\u1ed9ng10.png\" title=\"\"><\/p>\n<p>\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/8260239\/\" rel=\"nofollow noopener\" target=\"_blank\"> C\u00e1ch g\u1eedi email t\u1eeb CRM <\/a>.<\/p>\n<h4 id=\"Cu\u1ed9c_h\u1ecdp\">Cu\u1ed9c h\u1ecdp<\/h4>\n<p>Nh\u1ea5p v\u00e0o <strong> Th\u00eam&gt; Cu\u1ed9c h\u1ecdp <\/strong> \u0111\u1ec3 m\u1edf b\u1ea3ng l\u1eadp k\u1ebf ho\u1ea1ch. B\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn ng\u00e0y v\u00e0 gi\u1edd \u0111\u1ec3 l\u00ean l\u1ecbch cu\u1ed9c h\u1ecdp.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/be9\/activities11.png\" alt=\"c\u00e1c ho\u1ea1t \u0111\u1ed9ng11.png\" title=\"\"><\/p>\n<h4 id=\"G\u1ecdi\">G\u1ecdi<\/h4>\n<p>Nh\u1ea5p v\u00e0o <strong> Th\u00eam&gt; G\u1ecdi <\/strong> \u0111\u1ec3 l\u00ean l\u1ecbch cu\u1ed9c g\u1ecdi.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/86f\/activities12.png\" alt=\"c\u00e1c ho\u1ea1t \u0111\u1ed9ng12.png\" title=\"\"><\/p>\n<p>Theo m\u1eb7c \u0111\u1ecbnh, Bitrix24 nh\u1eafc b\u1ea1n v\u1ec1 cu\u1ed9c g\u1ecdi d\u1ef1 ki\u1ebfn \u200b\u200btrong 15 ph\u00fat tr\u01b0\u1edbc th\u1eddi gian \u0111\u00e3 ch\u1ecdn.<\/p>\n<h4 id=\"Danh_s\u00e1ch_cu\u1ed9c_g\u1ecdi\">Danh s\u00e1ch cu\u1ed9c g\u1ecdi<\/h4>\n<p>B\u1ea1n c\u00f3 th\u1ec3 t\u1ea1o danh s\u00e1ch cu\u1ed9c g\u1ecdi. Bitrix24 t\u1ef1 \u0111\u1ed9ng quay s\u1ed1 \u0111i\u1ec7n tho\u1ea1i c\u1ee7a danh s\u00e1ch kh\u00e1ch h\u00e0ng \u0111\u00e3 ch\u1ecdn. Sau khi cu\u1ed9c g\u1ecdi \u0111\u01b0\u1ee3c tr\u1ea3 l\u1eddi, tr\u00ecnh quay s\u1ed1 t\u1ef1 \u0111\u1ed9ng s\u1ebd k\u1ebft n\u1ed1i cu\u1ed9c g\u1ecdi v\u1edbi m\u1ed9t ng\u01b0\u1eddi tr\u1ef1c ti\u1ebfp.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/257\/activities13.png\" alt=\"ho\u1ea1t \u0111\u1ed9ng13.png\" title=\"\"><\/p>\n<p>\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/5372037\/\" rel=\"nofollow noopener\" target=\"_blank\"> Tr\u00ecnh quay s\u1ed1 t\u1ef1 \u0111\u1ed9ng <\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ho\u1ea1t \u0111\u1ed9ng CRM Nh\u1ea5p v\u00e0o CRM&gt; Ho\u1ea1t \u0111\u1ed9ng \u0111\u1ec3 xem danh s\u00e1ch t\u1ea5t c\u1ea3 c\u00e1c ho\u1ea1t \u0111\u1ed9ng CRM m\u00e0 b\u1ea1n tham gia. D\u01b0\u1edbi \u0111\u00e2y l\u00e0 danh s\u00e1ch c\u00e1c ho\u1ea1t \u0111\u1ed9ng c\u00f3 trong Bitrix24 CRM: Nhi\u1ec7m v\u1ee5 \u2013 T\u00e1c v\u1ee5 th\u00f4ng th\u01b0\u1eddng trong Bitrix24 v\u1edbi ti\u1ec1n t\u1ed1 \u201cCRM\u201d. E -mail \u2013 email \u0111\u1ebfn v\u00e0 \u0111i. Cu\u1ed9c [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":16424,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[],"ht_kb_category":[5214],"class_list":["post-8422","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/comments?post=8422"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8422\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/16424"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8422"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8422"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}