{"id":8619,"date":"2021-06-09T18:12:43","date_gmt":"2021-06-09T11:12:43","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8619"},"modified":"2021-07-30T15:25:01","modified_gmt":"2021-07-30T08:25:01","slug":"crm-che-do-xem-cua-bieu-mau-cac-dau-moi-kinh-doanh-trong-crm-crm-element-forms-view","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-che-do-xem-cua-bieu-mau-cac-dau-moi-kinh-doanh-trong-crm-crm-element-forms-view\/","title":{"rendered":"[CRM] Ch\u1ebf \u0111\u1ed9 xem c\u1ee7a bi\u1ec3u m\u1eabu c\u00e1c \u0111\u1ea7u m\u1ed1i kinh doanh trong CRM (CRM element form\u2019s view)"},"content":{"rendered":"

Ch\u1ebf \u0111\u1ed9 xem c\u1ee7a bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM<\/h1>\n
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B\u1ea1n c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c d\u1ea1ng xem bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM kh\u00e1c nhau v\u00e0 x\u00e1c \u0111\u1ecbnh nh\u00e2n vi\u00ean ho\u1eb7c b\u1ed9 ph\u1eadn n\u00e0o s\u1ebd c\u00f3 d\u1ea1ng xem bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM c\u1ee5 th\u1ec3.<\/span><\/p>\n

V\u00ed d\u1ee5: b\u1ea1n c\u00f3 m\u1ed9t trung t\u00e2m cu\u1ed9c g\u1ecdi, n\u01a1i thu th\u1eadp th\u00f4ng tin c\u01a1 b\u1ea3n v\u1ec1 kh\u00e1ch h\u00e0ng.\u00a0Sau khi d\u1eef li\u1ec7u \u0111\u01b0\u1ee3c thu th\u1eadp, c\u00e1c \u0111\u1ea1i l\u00fd trung t\u00e2m cu\u1ed9c g\u1ecdi c\u1ee7a b\u1ea1n s\u1ebd chuy\u1ec3n kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng sang tr\u1ea1ng th\u00e1i ti\u1ebfp theo.\u00a0\u0110\u1ed1i v\u1edbi c\u00e1c \u0111\u1ea1i l\u00fd trung t\u00e2m cu\u1ed9c g\u1ecdi, bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng ph\u1ea3i nh\u01b0 sau:<\/span><\/p>\n

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Ti\u1ebfp theo, c\u00e1c tr\u01b0\u1edfng ph\u00f2ng Kinh doanh b\u1eaft \u0111\u1ea7u c\u00f4ng vi\u1ec7c c\u1ee7a m\u00ecnh tr\u00ean \u0111\u1ea7u m\u1ed1i.\u00a0H\u1ecd l\u00ean l\u1ecbch g\u1eb7p kh\u00e1ch h\u00e0ng, gi\u1edbi thi\u1ec7u s\u1ea3n ph\u1ea9m, v.v. V\u00ec v\u1eady, bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u1ea7n ph\u1ea3i nh\u00ecn theo m\u1ed9t c\u00e1ch kh\u00e1c:<\/span><\/p>\n

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T\u00f3m l\u1ea1i, c\u00e1c quan \u0111i\u1ec3m kh\u00e1c nhau gi\u00fap c\u00f4ng vi\u1ec7c c\u1ee7a nh\u00e2n vi\u00ean d\u1ec5 d\u00e0ng h\u01a1n khi h\u1ecd bi\u1ebft h\u1ecd c\u1ea7n th\u00eam th\u00f4ng tin n\u00e0o v\u00e0o bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM.<\/span><\/p>\n

S\u1ef1 kh\u00e1c bi\u1ec7t v\u1edbi d\u1ea1ng xem bi\u1ec3u m\u1eabu Chung l\u00e0 g\u00ec<\/span><\/h2>\n

Ch\u1ebf \u0111\u1ed9 xem Bi\u1ec3u m\u1eabu chung l\u00e0 t\u1ed1t nh\u1ea5t cho c\u00e1c c\u00f4ng ty s\u1eed d\u1ee5ng c\u00f9ng m\u1ed9t bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM, b\u1ea5t k\u1ec3 vai tr\u00f2 c\u1ee7a nh\u00e2n vi\u00ean trong quy tr\u00ecnh b\u00e1n h\u00e0ng.\u00a0Nh\u00e2n vi\u00ean l\u00e0m vi\u1ec7c v\u1edbi c\u00e1c l\u0129nh v\u1ef1c gi\u1ed1ng nhau.<\/span><\/p>\n

Th\u00eam c\u00e1c ch\u1ebf \u0111\u1ed9 xem kh\u00e1c nhau cho c\u00e1c nh\u00e2n vi\u00ean \/ ph\u00f2ng ban kh\u00e1c nhau r\u1ea5t h\u1eefu \u00edch, ch\u1eb3ng h\u1ea1n nh\u01b0 khi b\u1ea1n c\u00f3 c\u00e1c nh\u00e2n vi\u00ean l\u00e0m vi\u1ec7c v\u1edbi c\u00f9ng m\u1ed9t quy tr\u00ecnh th\u1ecfa thu\u1eadn, nh\u01b0ng vai tr\u00f2 c\u1ee7a h\u1ecd trong quy tr\u00ecnh b\u00e1n h\u00e0ng l\u00e0 kh\u00e1c nhau.\u00a0C\u00e1c quan \u0111i\u1ec3m kh\u00e1c nhau ch\u1ec9 \u00e1p d\u1ee5ng cho nh\u1eefng nh\u00e2n vi\u00ean \u0111\u01b0\u1ee3c ch\u1ecdn cho n\u00f3.<\/span><\/p>\n

C\u00e1ch th\u00eam ch\u1ebf \u0111\u1ed9 xem m\u1edbi<\/span><\/h2>\n
Ch\u1ec9 qu\u1ea3n tr\u1ecb vi\u00ean Bitrix24 m\u1edbi c\u00f3 th\u1ec3 th\u00eam ho\u1eb7c ch\u1ec9nh s\u1eeda ch\u1ebf \u0111\u1ed9 xem c\u1ee7a bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM.<\/span><\/div>\n

B\u1ea1n c\u00f3 th\u1ec3 th\u00eam c\u00e1c ch\u1ebf \u0111\u1ed9 xem m\u1edbi cho\u00a0<\/span>kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng<\/span><\/b>\u00a0,\u00a0<\/span>giao d\u1ecbch<\/span><\/b>\u00a0,\u00a0<\/span>\u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7<\/span><\/b>\u00a0v\u00e0\u00a0<\/span>c\u00f4ng ty<\/span><\/b>\u00a0.\u00a0Chuy\u1ec3n \u0111\u1ebfn cu\u1ed1i bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM> nh\u1ea5p v\u00e0o ch\u1ebf \u0111\u1ed9 xem hi\u1ec7n t\u1ea1i>\u00a0<\/span>Ch\u1ebf \u0111\u1ed9 xem m\u1edbi<\/span><\/b>\u00a0.<\/span><\/p>\n

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Ch\u1ec9 \u0111\u1ecbnh t\u00ean ch\u1ebf \u0111\u1ed9 xem> ch\u1ecdn nh\u00e2n vi\u00ean s\u1ebd c\u00f3 ch\u1ebf \u0111\u1ed9 xem n\u00e0y> b\u1ea5m\u00a0<\/span>L\u01b0u<\/span><\/b>\u00a0.<\/span><\/p>\n

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Sau \u0111\u00f3, c\u00e1c nh\u00e2n vi\u00ean \u0111\u01b0\u1ee3c ch\u1ecdn s\u1ebd c\u00f3 c\u00f9ng m\u1ed9t t\u1eadp h\u1ee3p c\u00e1c tr\u01b0\u1eddng nh\u01b0 b\u1ea1n \u0111\u00e3 c\u00f3 khi t\u1ea1o ch\u1ebf \u0111\u1ed9 xem.<\/span><\/p>\n

C\u00e1ch ch\u1ec9nh s\u1eeda ho\u1eb7c x\u00f3a ch\u1ebf \u0111\u1ed9 xem<\/span><\/h2>\n

\u1ede cu\u1ed1i bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM, h\u00e3y nh\u1ea5p v\u00e0o ch\u1ebf \u0111\u1ed9 xem hi\u1ec7n t\u1ea1i> Ch\u1ebf \u0111\u1ed9 xem\u00a0<\/span>ch\u1ec9nh s\u1eeda \/ x\u00f3a<\/span><\/b>\u00a0.<\/span><\/p>\n

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S\u1ebd c\u00f3 m\u1ed9t danh s\u00e1ch t\u1ea5t c\u1ea3 c\u00e1c ch\u1ebf \u0111\u1ed9 xem c\u00f3 s\u1eb5n cho bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM \u0111\u00e3 ch\u1ecdn v\u00e0 ng\u01b0\u1eddi d\u00f9ng thu\u1ed9c m\u1ed7i ch\u1ebf \u0111\u1ed9 xem.<\/span><\/p>\n

L\u01b0u \u00fd r\u1eb1ng danh s\u00e1ch c\u00e1c ch\u1ebf \u0111\u1ed9 xem c\u00f3 s\u1eb5n l\u00e0 kh\u00e1c nhau \u0111\u1ed1i v\u1edbi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, giao d\u1ecbch, \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7, c\u00f4ng ty.\u00a0V\u00ed d\u1ee5, trong bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng s\u1ebd ch\u1ec9 hi\u1ec3n th\u1ecb c\u00e1c d\u1ea1ng xem \u0111\u01b0\u1ee3c t\u1ea1o trong bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.\u00a0Ngo\u00e0i ra, c\u00e1c ch\u1ebf \u0111\u1ed9 xem \u0111\u01b0\u1ee3c \u0111\u1ecbnh c\u1ea5u h\u00ecnh ri\u00eang cho t\u1eebng \u0111\u01b0\u1eddng d\u1eabn giao d\u1ecbch.<\/span><\/div>\n
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\u0110\u1ec3 ch\u1ec9 \u0111\u1ecbnh m\u1ed9t ng\u01b0\u1eddi d\u00f9ng m\u1edbi cho ch\u1ebf \u0111\u1ed9 xem, h\u00e3y nh\u1ea5p v\u00e0o\u00a0n\u00fat\u00a0<\/span>+<\/span><\/b>\u00a0.\u00a0\u0110\u1ec3 x\u00f3a ch\u1ebf \u0111\u1ed9 xem, h\u00e3y ch\u1ecdn n\u00f3> nh\u1ea5p v\u00e0o\u00a0<\/span>X\u00f3a<\/span><\/b>\u00a0.<\/span><\/p>\n

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Ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 chuy\u1ec3n sang\u00a0<\/span>d\u1ea1ng xem bi\u1ec3u m\u1eabu c\u1ee7a t\u00f4i<\/span><\/b>\u00a0ho\u1eb7c\u00a0<\/span>d\u1ea1ng xem bi\u1ec3u m\u1eabu chung<\/span><\/b>\u00a0b\u1ea5t k\u1ef3 l\u00fac n\u00e0o.\u00a0B\u1ea1n c\u00f3 th\u1ec3\u00a0<\/span>\u0111\u1ecbnh c\u1ea5u h\u00ecnh quy\u1ec1n truy c\u1eadp v\u00e0o c\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh<\/span><\/a>\u00a0.<\/span><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Ch\u1ebf \u0111\u1ed9 xem c\u1ee7a bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM B\u1ea1n c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh c\u00e1c d\u1ea1ng xem bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM kh\u00e1c nhau v\u00e0 x\u00e1c \u0111\u1ecbnh nh\u00e2n vi\u00ean ho\u1eb7c b\u1ed9 ph\u1eadn n\u00e0o s\u1ebd c\u00f3 d\u1ea1ng xem bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM c\u1ee5 th\u1ec3. V\u00ed d\u1ee5: b\u1ea1n c\u00f3 m\u1ed9t trung t\u00e2m cu\u1ed9c g\u1ecdi, n\u01a1i […]<\/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-8619","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\/8619","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=8619"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8619\/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=8619"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8619"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8619"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}