{"id":8432,"date":"2021-06-09T10:42:58","date_gmt":"2021-06-09T03:42:58","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8432"},"modified":"2021-07-05T15:42:24","modified_gmt":"2021-07-05T08:42:24","slug":"crm-bieu-mau-phan-tu-crm-crm-elements-form","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-bieu-mau-phan-tu-crm-crm-elements-form\/","title":{"rendered":"[CRM] Bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM (CRM elements form)"},"content":{"rendered":"\n

Bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM (CRM elements form)<\/h1>\n\n\n\n

Trong Bitrix24, b\u1ea1n c\u00f3 th\u1ec3 l\u00e0m vi\u1ec7c v\u1edbi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (leads), th\u1ecfa thu\u1eadn (deals) v\u00e0 li\u00ean h\u1ec7 ngay t\u1eeb danh s\u00e1ch. Nh\u1ea5p v\u00e0o ph\u1ea7n t\u1eed CRM trong danh s\u00e1ch \u0111\u1ec3 m\u1edf bi\u1ec3u m\u1eabu c\u1ee7a n\u00f3 v\u1edbi t\u1ea5t c\u1ea3 th\u00f4ng tin c\u00f3 s\u1eb5n v\u1ec1 ph\u1ea7n t\u1eed n\u00e0y.<\/p>\n\n\n\n

C\u00e1c t\u00ednh n\u0103ng c\u1ee7a bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM<\/h2>\n\n\n\n

Trong bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM, b\u1ea1n c\u00f3 th\u1ec3:<\/p>\n\n\n\n

T\u1ea1o v\u00e0 di chuy\u1ec3n c\u00e1c ph\u1ea7n\u00a0<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

<\/a>Xin l\u01b0u \u00fd: n\u1ebfu b\u1ea1n \u0111\u00e3 ch\u1ec9nh s\u1eeda bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (leads), c\u00e1c thay \u0111\u1ed5i \u0111\u00e3 th\u1ef1c hi\u1ec7n s\u1ebd \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng cho t\u1ea5t c\u1ea3 c\u00e1c bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/p>\n\n\n\n

Thay \u0111\u1ed5i gi\u00e1 tr\u1ecb v\u00e0 t\u00ean ph\u1ea7n.\u00a0<\/strong>Ch\u1ec9 c\u1ea7n nh\u1ea5p v\u00e0o\u00a0Thay \u0111\u1ed5i\u00a0<\/strong>.<\/a><\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng v\u00e0 c\u00e1c giai \u0111o\u1ea1n th\u1ecfa thu\u1eadn\u00a0<\/strong>. V\u00ed d\u1ee5: b\u1ea1n mu\u1ed1n k\u1ebft th\u00fac th\u1ecfa thu\u1eadn. Ch\u1ec9 c\u1ea7n nh\u1ea5p v\u00e0o giai \u0111o\u1ea1n t\u01b0\u01a1ng \u1ee9ng tr\u00ean thanh tr\u1ea1ng th\u00e1i. N\u00f3 ho\u1ea1t \u0111\u1ed9ng theo c\u00e1ch t\u01b0\u01a1ng t\u1ef1 \u0111\u1ed1i v\u1edbi c\u00e1c tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/a><\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

T\u1ea1o c\u00e1c ph\u1ea7n t\u1eed CRM m\u1edbi\u00a0<\/strong>. B\u1ea1n c\u00f3 th\u1ec3 chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng th\u00e0nh th\u1ecfa thu\u1eadn ho\u1eb7c li\u00ean h\u1ec7 trong m\u1ed9t c\u00fa nh\u1ea5p chu\u1ed9t. Ho\u1eb7c t\u1ea1o h\u00f3a \u0111\u01a1n\/b\u00e1o gi\u00e1 cho m\u1ed9t th\u1ecfa thu\u1eadn.<\/a><\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Theo d\u00f5i ph\u1ea7n ph\u1ee5 thu\u1ed9c\u00a0<\/strong>. Trong ph\u1ea7n t\u1eed CRM cho b\u1ea1n c\u00f3 th\u1ec3 theo d\u00f5i ph\u1ea7n t\u1eed CRM (CRM elements) n\u00e0o kh\u00e1c m\u00e0 ph\u1ea7n t\u1eed hi\u1ec7n t\u1ea1i \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i. Ngo\u00e0i ra, b\u1ea1n c\u00f3 th\u1ec3 xem quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 quy tr\u00ecnh l\u00e0m vi\u1ec7c n\u00e0o ho\u1ea1t \u0111\u1ed9ng v\u1edbi ph\u1ea7n t\u1eed n\u00e0y. C\u00f3 th\u1ec3 th\u00eam c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a m\u1edbi, quy tr\u00ecnh l\u00e0m vi\u1ec7c, s\u1ea3n ph\u1ea9m, h\u00f3a \u0111\u01a1n, v.v. trong bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed n\u00e0y.B\u1ea1n c\u00f3 th\u1ec3 theo d\u00f5i t\u1ea5t c\u1ea3 c\u00e1c y\u1ebfu t\u1ed1 ph\u1ee5 thu\u1ed9c trong tab\u00a0Ph\u1ee5 thu\u1ed9c\u00a0<\/strong>.<\/a><\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

T\u1ea1o ho\u1ea1t \u0111\u1ed9ng v\u00e0 th\u00eam nh\u1eadn x\u00e9t\u00a0<\/strong>. B\u1ea1n c\u00f3 th\u1ec3 th\u00eam nh\u1eadn x\u00e9t v\u00e0o ph\u1ea7n t\u1eed v\u00e0 l\u00ean l\u1ecbch ho\u1ea1t \u0111\u1ed9ng trong bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM.<\/a>B\u1ea1n c\u00f3 th\u1ec3 ch\u1ec9nh s\u1eeda v\u0103n b\u1ea3n, th\u00eam t\u1ec7p \u0111\u00ednh k\u00e8m, \u0111\u1ec1 c\u1eadp \u0111\u1ebfn \u0111\u1ed3ng nghi\u1ec7p trong ph\u1ea7n nh\u1eadn x\u00e9t.B\u1ea1n c\u00f3 th\u1ec3 t\u00ecm th\u1ea5y c\u00e1c nh\u1eadn x\u00e9t v\u00e0 ho\u1ea1t \u0111\u1ed9ng li\u00ean quan \u0111\u1ebfn ph\u1ea7n t\u1eed CRM n\u00e0y b\u00ean d\u01b0\u1edbi ph\u1ea7n nh\u1eadn x\u00e9t.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Xem l\u1ecbch s\u1eed thay \u0111\u1ed5i ph\u1ea7n t\u1eed CRM:\u00a0<\/strong>Nh\u1ea5p v\u00e0o tab\u00a0L\u1ecbch s\u1eed\u00a0<\/strong>\u0111\u1ec3 xem l\u1ecbch s\u1eed thay \u0111\u1ed5i, v\u00ed d\u1ee5: ai v\u00e0 khi n\u00e0o \u0111\u00e3 truy c\u1eadp ho\u1eb7c thay \u0111\u1ed5i m\u1ee5c nh\u1eadp CRM.<\/p>\n\n\n\n

<\/a>\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft \u2013\u00a0Xem l\u1ecbch s\u1eed thay \u0111\u1ed5i ph\u1ea7n t\u1eed CRM\u00a0<\/a>.<\/p>\n\n\n\n

Quan \u0111i\u1ec3m chung (Common) v\u00e0 quan \u0111i\u1ec3m c\u1ee7a t\u00f4i (My View) v\u1ec1 bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM<\/h2>\n\n\n\n

M\u1ecdi bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM \u0111\u1ec1u c\u00f3 2 t\u00f9y ch\u1ecdn ch\u1ebf \u0111\u1ed9 xem \u2013 Ch\u1ebf \u0111\u1ed9 xem th\u00f4ng th\u01b0\u1eddng v\u00e0 Ch\u1ebf \u0111\u1ed9 xem c\u1ee7a t\u00f4i. Nh\u1ea5p v\u00e0o n\u00fat b\u00e1nh r\u0103ng<\/strong> \u0111\u1ec3 chuy\u1ec3n sang ch\u1ebf \u0111\u1ed9 xem kh\u00e1c.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Ch\u1ebf \u0111\u1ed9 xem th\u00f4ng th\u01b0\u1eddng v\u00e0 Ch\u1ebf \u0111\u1ed9 xem c\u1ee7a t\u00f4i \u0111\u01b0\u1ee3c \u0111\u1ecbnh c\u1ea5u h\u00ecnh ri\u00eang bi\u1ec7t cho c\u00e1c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u1eb7p l\u1ea1i v\u00e0 m\u1edbi.<\/p>\n\n\n\n

B\u1ea5t k\u1ef3 ng\u01b0\u1eddi d\u00f9ng n\u00e0o c\u0169ng c\u00f3 th\u1ec3 c\u1ea5u h\u00ecnh m\u1ed9t d\u1ea1ng xem chung cho t\u1ea5t c\u1ea3 ng\u01b0\u1eddi d\u00f9ng. Ngo\u00e0i ra, h\u1ecd c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh ch\u1ebf \u0111\u1ed9 xem c\u00e1 nh\u00e2n c\u1ee7a m\u00ecnh b\u1eb1ng c\u00e1ch chuy\u1ec3n sang Ch\u1ebf \u0111\u1ed9 xem c\u1ee7a t\u00f4i <\/em>.<\/p>\n\n\n\n

Ng\u01b0\u1eddi d\u00f9ng c\u1ea7n c\u00f3 quy\u1ec1n truy c\u1eadp Ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 ch\u1ec9nh s\u1eeda c\u00e0i \u0111\u1eb7t <\/strong>quy\u1ec1n \u0111\u1ecbnh c\u1ea5u h\u00ecnh ch\u1ebf \u0111\u1ed9 xem chung cho t\u1ea5t c\u1ea3 ng\u01b0\u1eddi d\u00f9ng.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

\u0110\u1ecdc th\u00eam v\u1ec1 quy\u1ec1n truy c\u1eadp trong b\u00e0i vi\u1ebft \u2013 Quy\u1ec1n truy c\u1eadp trong CRM <\/a>.<\/p>\n\n\n\n

T\u00f9y ch\u1ecdn \u0110\u1eb7t l\u1ea1i ch\u1ebf \u0111\u1ed9 xem bi\u1ec3u m\u1eabu v\u1ec1 m\u1eb7c \u0111\u1ecbnh <\/strong>\u0111\u1eb7t l\u1ea1i ch\u1ebf \u0111\u1ed9 xem bi\u1ec3u m\u1eabu v\u1ec1 m\u1eb7c \u0111\u1ecbnh.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n\n\n\n

Qu\u1ea3n tr\u1ecb vi\u00ean c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh ch\u1ebf \u0111\u1ed9 xem bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM v\u00e0 b\u1eaft bu\u1ed9c \u0111\u1eb7t ch\u1ebf \u0111\u1ed9 n\u00e0y cho t\u1ea5t c\u1ea3 ng\u01b0\u1eddi d\u00f9ng b\u1eb1ng c\u00e1ch nh\u1ea5p v\u00e0o\u00a0\u0110\u1eb7t ch\u1ebf \u0111\u1ed9 xem bi\u1ec3u m\u1eabu chung cho t\u1ea5t c\u1ea3 ng\u01b0\u1eddi d\u00f9ng\u00a0<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"

Bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM (CRM elements form) Trong Bitrix24, b\u1ea1n c\u00f3 th\u1ec3 l\u00e0m vi\u1ec7c v\u1edbi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (leads), th\u1ecfa thu\u1eadn (deals) v\u00e0 li\u00ean h\u1ec7 ngay t\u1eeb danh s\u00e1ch. Nh\u1ea5p v\u00e0o ph\u1ea7n t\u1eed CRM trong danh s\u00e1ch \u0111\u1ec3 m\u1edf bi\u1ec3u m\u1eabu c\u1ee7a n\u00f3 v\u1edbi t\u1ea5t c\u1ea3 th\u00f4ng tin c\u00f3 s\u1eb5n v\u1ec1 ph\u1ea7n t\u1eed […]<\/p>\n","protected":false},"author":11,"featured_media":25474,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"tags":[6094,6095],"ht_kb_category":[5214],"class_list":["post-8432","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","tag-crm-elements-form","tag-crm-form","ht_kb_category-crm"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8432","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=8432"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8432\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media\/25474"}],"wp:attachment":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/media?parent=8432"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8432"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8432"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}