{"id":8635,"date":"2021-06-09T18:21:10","date_gmt":"2021-06-09T11:21:10","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8635"},"modified":"2021-07-30T14:57:54","modified_gmt":"2021-07-30T07:57:54","slug":"crm-thay-doi-cai-dat-crm-transfer-crm-settings","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-thay-doi-cai-dat-crm-transfer-crm-settings\/","title":{"rendered":"[CRM] Thay \u0111\u1ed5i c\u00e0i \u0111\u1eb7t CRM (Transfer CRM settings)"},"content":{"rendered":"<h1>Thay \u0111\u1ed5i c\u00e0i \u0111\u1eb7t CRM (Transfer CRM settings)<\/h1>\n<p>Trong m\u1ed9t s\u1ed1 tr\u01b0\u1eddng h\u1ee3p, b\u1ea1n c\u00f3 th\u1ec3 c\u1ea7n sao ch\u00e9p c\u00e0i \u0111\u1eb7t CRM c\u1ee7a m\u00ecnh v\u00e0 nh\u1eadp c\u00e1c c\u00e0i \u0111\u1eb7t n\u00e0y v\u00e0o T\u00e0i kho\u1ea3n Bitrix24 kh\u00e1c.<\/p>\n<p>https:\/\/youtu.be\/S4tYtt1bOrE<\/p>\n<p>V\u00ed d\u1ee5: c\u00f4ng ty c\u1ee7a b\u1ea1n c\u00f3 m\u1ed9t s\u1ed1 khu v\u1ef1c c\u00e1c v\u0103n ph\u00f2ng. T\u1ea5t c\u1ea3 c\u00e1c v\u0103n ph\u00f2ng n\u00e0y \u0111\u1ec1u s\u1eed d\u1ee5ng Bitrix24 CRM. B\u1ea1n ch\u1ec9 c\u00f3 th\u1ec3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh Bitrix24 CRM m\u1ed9t l\u1ea7n v\u00e0 nh\u1eadp c\u00e0i \u0111\u1eb7t c\u1ee7a n\u00f3 v\u00e0o CRM c\u1ee7a c\u00e1c v\u0103n ph\u00f2ng kh\u00e1c.<\/p>\n<p>Khi nh\u1eadp Bitrix24 CRM \u0111\u00e3 \u0111\u1ecbnh c\u1ea5u h\u00ecnh v\u00e0o t\u00e0i kho\u1ea3n Bitrix24, c\u00e1c th\u00f4ng s\u1ed1 sau s\u1ebd b\u1ecb x\u00f3a trong CRM c\u1ee7a t\u00e0i kho\u1ea3n n\u00e0y v\u00e0 s\u1ebd \u0111\u01b0\u1ee3c thay th\u1ebf b\u1eb1ng c\u00e1c tr\u01b0\u1eddng \u0111\u01b0\u1ee3c nh\u1eadp:<\/p>\n<ul>\n<li>C\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh (ngo\u1ea1i tr\u1eeb lo\u1ea1i (<strong>Li\u00ean k\u1ebft v\u1edbi Kh\u1ed1i th\u00f4ng tin <\/strong>), c\u00e0i \u0111\u1eb7t bi\u1ec3u m\u1eabu ph\u1ea7n t\u1eed CRM, quy tr\u00ecnh th\u1ecfa thu\u1eadn, tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng v\u00e0 giai \u0111o\u1ea1n th\u1ecfa thu\u1eadn.<\/li>\n<li>Quy tr\u00ecnh l\u00e0m vi\u1ec7c, quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a v\u00e0 tr\u00ecnh k\u00edch ho\u1ea1t.<\/li>\n<li>\u1ee8ng d\u1ee5ng.<\/li>\n<\/ul>\n<p>Qu\u00e1 tr\u00ecnh nh\u1eadp s\u1ebd x\u00f3a c\u00e1c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng v\u00e0 th\u1ecfa thu\u1eadn hi\u1ec7n c\u00f3. \u0110\u1ea3m b\u1ea3o <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/4777225\/\" rel=\"nofollow noopener\" target=\"_blank\"> xu\u1ea5t nh\u1eefng d\u1eef li\u1ec7u n\u00e0y <\/a> tr\u01b0\u1edbc khi b\u1eaft \u0111\u1ea7u qu\u00e1 tr\u00ecnh nh\u1eadp.<\/p>\n<p>\u0110\u1ec3 chuy\u1ec3n c\u00e0i \u0111\u1eb7t CRM, h\u00e3y m\u1edf CRM b\u1ea1n mu\u1ed1n chuy\u1ec3n &gt; nh\u1ea5p v\u00e0o n\u00fat <strong> \u0110\u1ecbnh c\u1ea5u h\u00ecnh <\/strong> \u1edf giai \u0111o\u1ea1n \u0111\u1ea7u c\u1ee7a ch\u1ebf \u0111\u1ed9 xem Kanban ho\u1eb7c nh\u1ea5p v\u00e0o n\u00fat <strong> b\u00e1nh r\u0103ng &gt;<\/strong>\u00a0<strong>Gi\u00e1 tr\u1ecb \u0111\u1eb7t tr\u01b0\u1edbc c\u1ee7a gi\u1ea3i ph\u00e1p <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/686\/solutionpresets1.jpg\" alt=\"solutionpresets1.jpg\" title=\"\"><\/p>\n<p>Nh\u1ea5p v\u00e0o <strong> Xu\u1ea5t <\/strong> v\u00e0 t\u1ea3i xu\u1ed1ng t\u1ec7p \u0111\u00e3 xu\u1ea5t.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/3af\/solution_preset.png\" alt=\"solution_preset.png\" title=\"\"><\/p>\n<p>Sau \u0111\u00f3, m\u1edf Bitrix24 CRM kh\u00e1c &gt; nh\u1ea5p v\u00e0o n\u00fat <strong> b\u00e1nh r\u0103ng c\u01b0a <\/strong>&gt; <strong>Nh\u1eadp &gt;<\/strong>\u00a0<strong>Ti\u1ebfp t\u1ee5c &gt; <\/strong>t\u1ea3i l\u00ean t\u1ec7p \u0111\u00e3 xu\u1ea5t.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/2e7\/solutionpresets2.jpg\" alt=\"solutionpresets2.jpg\" title=\"\"><\/p>\n<p>B\u1ea1n s\u1ebd th\u1ea5y th\u00f4ng b\u00e1o khi c\u00e0i \u0111\u1eb7t CRM \u0111\u01b0\u1ee3c nh\u1eadp th\u00e0nh c\u00f4ng v\u00e0 b\u1ea1n c\u00f3 th\u1ec3 b\u1eaft \u0111\u1ea7u l\u00e0m vi\u1ec7c v\u1edbi Bitrix24 CRM \u0111\u00e3 \u0111\u01b0\u1ee3c \u0111\u1ecbnh c\u1ea5u h\u00ecnh.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/035\/solutionpresets3.jpg\" alt=\"solutionpresets3.jpg\" title=\"\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thay \u0111\u1ed5i c\u00e0i \u0111\u1eb7t CRM (Transfer CRM settings) Trong m\u1ed9t s\u1ed1 tr\u01b0\u1eddng h\u1ee3p, b\u1ea1n c\u00f3 th\u1ec3 c\u1ea7n sao ch\u00e9p c\u00e0i \u0111\u1eb7t CRM c\u1ee7a m\u00ecnh v\u00e0 nh\u1eadp c\u00e1c c\u00e0i \u0111\u1eb7t n\u00e0y v\u00e0o T\u00e0i kho\u1ea3n Bitrix24 kh\u00e1c. https:\/\/youtu.be\/S4tYtt1bOrE V\u00ed d\u1ee5: c\u00f4ng ty c\u1ee7a b\u1ea1n c\u00f3 m\u1ed9t s\u1ed1 khu v\u1ef1c c\u00e1c v\u0103n ph\u00f2ng. T\u1ea5t c\u1ea3 c\u00e1c v\u0103n ph\u00f2ng [&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-8635","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\/8635","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=8635"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8635\/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=8635"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8635"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}