{"id":8631,"date":"2021-06-09T18:19:11","date_gmt":"2021-06-09T11:19:11","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8631"},"modified":"2021-07-30T15:05:19","modified_gmt":"2021-07-30T08:05:19","slug":"crm-che-do-xem-kanban-trong-bitrix24-crm","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-che-do-xem-kanban-trong-bitrix24-crm\/","title":{"rendered":"[CRM] Ch\u1ebf \u0111\u1ed9 xem Kanban Trong Bitrix24 CRM"},"content":{"rendered":"

Ch\u1ebf \u0111\u1ed9 xem Kanban Trong Bitrix24 CRM<\/h1>\n

Ch\u1ebf \u0111\u1ed9 xem Kanban l\u00e0 m\u1ed9t c\u00f4ng c\u1ee5 tr\u1ef1c quan h\u00f3a quy tr\u00ecnh l\u00e0m vi\u1ec7c.<\/p>\n

C\u00e1ch ho\u1ea1t \u0111\u1ed9ng<\/h4>\n

Ch\u1ebf \u0111\u1ed9 xem Kanban c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng cho t\u1ea5t c\u1ea3 c\u00e1c ph\u1ea7n t\u1eed CRM c\u00f3 c\u00e1c tr\u1ea1ng th\u00e1i (giai \u0111o\u1ea1n) \u2013 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, th\u1ecfa thu\u1eadn, h\u00f3a \u0111\u01a1n v\u00e0 b\u00e1o gi\u00e1.<\/p>\n

V\u00ed d\u1ee5: h\u00e3y th\u1eed s\u1eed d\u1ee5ng ch\u1ebf \u0111\u1ed9 xem Kanban cho c\u00e1c th\u1ecfa thu\u1eadn.<\/p>\n

Nh\u1ea5p v\u00e0o CRM> Th\u1ecfa thu\u1eadn> Kanban <\/strong>.<\/p>\n

\"kanbanviewcrm1.png\"<\/p>\n

T\u1ea1i \u0111\u00e2y, b\u1ea1n c\u00f3 th\u1ec3 xem t\u1ea5t c\u1ea3 c\u00e1c th\u1ecfa thu\u1eadn v\u00e0 tr\u1ea1ng th\u00e1i c\u1ee7a ch\u00fang. B\u1ed9 \u0111\u1ebfm m\u00e0u \u0111\u1ecf hi\u1ec3n th\u1ecb s\u1ed1 l\u01b0\u1ee3ng th\u1ecfa thu\u1eadn c\u1ea7n b\u1ea1n ch\u00fa \u00fd.<\/p>\n

B\u1ea1n c\u00f3 th\u1ec3 truy c\u1eadp Trung t\u00e2m li\u00ean h\u1ec7 ho\u1eb7c nh\u1eadp d\u1eef li\u1ec7u b\u1eb1ng m\u1ed9t c\u00fa nh\u1ea5p chu\u1ed9t.<\/p>\n

\"kanbanviewcrm2.png\"<\/p>\n

\u0110\u1ecdc th\u00eam v\u1ec1 Trung t\u00e2m li\u00ean h\u1ec7 trong b\u00e0i vi\u1ebft \u2013 Trung t\u00e2m li\u00ean h\u1ec7 <\/a>. Trong b\u00e0i vi\u1ebft kh\u00e1c, b\u1ea1n c\u00f3 th\u1ec3 t\u00ecm hi\u1ec3u c\u00e1ch Nh\u1eadp d\u1eef li\u1ec7u v\u00e0o Bitrix24 CRM <\/a>.<\/p>\n

Th\u1ecfa thu\u1eadn nhanh<\/h4>\n

B\u1ea1n c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng t\u1ea1o m\u1ed9t th\u1ecfa thu\u1eadn m\u1edbi b\u1eb1ng c\u00e1ch nh\u1ea5p v\u00e0o Th\u1ecfa thu\u1eadn nhanh <\/strong>.<\/p>\n

\"kanbanviewcrm3.png\"<\/p>\n

\u0110i\u1ec1n v\u00e0o c\u00e1c tr\u01b0\u1eddng v\u00e0 th\u1ecfa thu\u1eadn m\u1edbi \u0111\u01b0\u1ee3c t\u1ea1o.<\/p>\n

\"kanbanviewcrm4.png\"<\/p>\n

L\u00e0m vi\u1ec7c v\u1edbi Kanban<\/h4>\n

B\u1ea1n c\u00f3 th\u1ec3 l\u00ean l\u1ecbch Cu\u1ed9c g\u1ecdi, Gh\u00e9 th\u0103m, Cu\u1ed9c h\u1ecdp ho\u1eb7c C\u00f4ng vi\u1ec7c m\u00e0 kh\u00f4ng c\u1ea7n m\u1edf bi\u1ec3u m\u1eabu th\u1ecfa thu\u1eadn.<\/p>\n

\"kanbanviewcrm5.png\"<\/p>\n

Ho\u1eb7c g\u1ecdi \u0111i\u1ec7n, g\u1eedi tin nh\u1eafn ho\u1eb7c email t\u1edbi kh\u00e1ch h\u00e0ng. N\u1ebfu m\u1ed9t trong c\u00e1c n\u00fat kh\u00f4ng ho\u1ea1t \u0111\u1ed9ng (m\u00e0u x\u00e1m), s\u1ebd kh\u00f4ng c\u00f3 th\u00f4ng tin li\u00ean h\u1ec7 n\u00e0o nh\u01b0 v\u1eady \u0111\u01b0\u1ee3c th\u00eam cho li\u00ean h\u1ec7 ho\u1eb7c c\u00f4ng ty n\u00e0y.<\/p>\n

\"kanbanviewcrm6.png\"<\/p>\n

T\u00e1c v\u1ee5 nh\u00f3m<\/h4>\n

B\u1ea1n c\u00f3 th\u1ec3 th\u1ef1c hi\u1ec7n t\u00e1c v\u1ee5 nh\u00f3m b\u1eb1ng c\u00e1ch s\u1eed d\u1ee5ng d\u1ea1ng xem Kanban. Ch\u1ec9 c\u1ea7n nh\u1ea5p v\u00e0o th\u1ebb th\u1ecfa thu\u1eadn v\u00e0 ch\u1ecdn m\u1ed9t t\u00e1c v\u1ee5.<\/p>\n

\"kanbanviewcrm7.png\"<\/p>\n

Di chuy\u1ec3n th\u1ecfa thu\u1eadn gi\u1eefa c\u00e1c giai \u0111o\u1ea1n<\/h4>\n

D\u1ec5 d\u00e0ng di chuy\u1ec3n th\u1ecfa thu\u1eadn gi\u1eefa c\u00e1c giai \u0111o\u1ea1n b\u1eb1ng c\u00e1ch k\u00e9o v\u00e0 th\u1ea3. C\u00e1c giai \u0111o\u1ea1n K\u1ebft th\u00fac Th\u1ecfa thu\u1eadn cu\u1ed1i c\u00f9ng (Thua ho\u1eb7c Th\u1eafng) \u0111\u01b0\u1ee3c \u1ea9n theo m\u1eb7c \u0111\u1ecbnh. K\u00e9o v\u00e0 th\u1ea3 th\u1ebb th\u1ecfa thu\u1eadn xu\u1ed1ng cu\u1ed1i \u0111\u1ec3 \u0111\u00f3ng ho\u1eb7c x\u00f3a th\u1ecfa thu\u1eadn n\u00e0y.<\/p>\n

\"kanbanviewcrm8.png\"<\/p>\n

D\u01b0\u1edbi ngh\u1ec7 danh c\u1ee7a th\u1ecfa thu\u1eadn, b\u1ea1n c\u00f3 th\u1ec3 t\u00ecm th\u1ea5y t\u1ed5ng s\u1ed1 c\u01a1 h\u1ed9i th\u1ecfa thu\u1eadn (s\u1ed1 ti\u1ec1n m\u00e0 nh\u1eefng th\u1ecfa thu\u1eadn n\u00e0y c\u00f3 th\u1ec3 mang l\u1ea1i n\u1ebfu b\u1ea1n th\u1eafng) . Khi b\u1ea1n chuy\u1ec3n th\u1ecfa thu\u1eadn sang giai \u0111o\u1ea1n kh\u00e1c, s\u1ed1 ti\u1ec1n n\u00e0y s\u1ebd t\u1ef1 \u0111\u1ed9ng \u0111\u01b0\u1ee3c t\u00ednh to\u00e1n l\u1ea1i.<\/p>\n","protected":false},"excerpt":{"rendered":"

Ch\u1ebf \u0111\u1ed9 xem Kanban Trong Bitrix24 CRM Ch\u1ebf \u0111\u1ed9 xem Kanban l\u00e0 m\u1ed9t c\u00f4ng c\u1ee5 tr\u1ef1c quan h\u00f3a quy tr\u00ecnh l\u00e0m vi\u1ec7c. C\u00e1ch ho\u1ea1t \u0111\u1ed9ng Ch\u1ebf \u0111\u1ed9 xem Kanban c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng cho t\u1ea5t c\u1ea3 c\u00e1c ph\u1ea7n t\u1eed CRM c\u00f3 c\u00e1c tr\u1ea1ng th\u00e1i (giai \u0111o\u1ea1n) \u2013 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, th\u1ecfa thu\u1eadn, h\u00f3a […]<\/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-8631","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\/8631","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=8631"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8631\/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=8631"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8631"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8631"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}