{"id":8646,"date":"2021-06-09T19:26:18","date_gmt":"2021-06-09T12:26:18","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8646"},"modified":"2021-07-30T14:16:46","modified_gmt":"2021-07-30T07:16:46","slug":"crm-tai-lieu-trong-crm-documents-in-crm","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-tai-lieu-trong-crm-documents-in-crm\/","title":{"rendered":"[CRM] T\u00e0i li\u1ec7u trong CRM (Documents in CRM)"},"content":{"rendered":"<h1>T\u00e0i li\u1ec7u trong CRM (Documents in CRM)<\/h1>\n<p><iframe loading=\"lazy\" title=\"Free CRM - how to create any document inside Bitrix24 CRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ecaQrwxGeFk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>B\u1ea1n c\u00f3 th\u1ec3 t\u1ea1o, in v\u00e0 g\u1eedi t\u00e0i li\u1ec7u cho kh\u00e1ch h\u00e0ng trong v\u00e0i b\u01b0\u1edbc trong Bitrix24 CRM!<\/p>\n<p>T\u00f9y ch\u1ecdn n\u00e0y c\u00f3 s\u1eb5n cho <strong> Start +, CRM +, Ch\u1ec9 ng\u01b0\u1eddi \u0111\u0103ng k\u00fd g\u00f3i Standard <\/strong> v\u00e0 <strong> Professional <\/strong>.<\/p>\n<h2 id=\"C\u00e1ch_ho\u1ea1t_\u0111\u1ed9ng\">C\u00e1ch ho\u1ea1t \u0111\u1ed9ng<\/h2>\n<p>Nh\u1ea5p v\u00e0o <strong> T\u00e0i li\u1ec7u <\/strong> trong b\u1ea5t k\u1ef3 giao d\u1ecbch n\u00e0o, kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng, li\u00ean h\u1ec7 ho\u1eb7c bi\u1ec3u m\u1eabu c\u00f4ng ty.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/6e1\/docs2.png\" alt=\"docs2.png\" title=\"\"><\/p>\n<p>Ch\u1ecdn lo\u1ea1i t\u00e0i li\u1ec7u s\u1ebd \u0111\u01b0\u1ee3c t\u1ea1o.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/7d6\/docs3.png\" alt=\"docs3.png\" title=\"\"><\/p>\n<p>H\u00f3a \u0111\u01a1n m\u1edbi \u0111\u01b0\u1ee3c t\u1ea1o t\u1ef1 \u0111\u1ed9ng.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/773\/docs4.png\" alt=\"docs4.png\" title=\"\"><\/p>\n<p>Bitrix24 t\u1ef1 \u0111\u1ed9ng th\u00eam chi ti\u1ebft c\u00f4ng ty c\u1ee7a b\u1ea1n, th\u00f4ng tin v\u1ec1 ng\u01b0\u1eddi mua v\u00e0 danh s\u00e1ch s\u1ea3n ph\u1ea9m v\u00e0o h\u00f3a \u0111\u01a1n.<\/p>\n<p>Theo m\u1eb7c \u0111\u1ecbnh, Bitrix24 s\u1eed d\u1ee5ng th\u00f4ng tin chi ti\u1ebft c\u1ee7a c\u00f4ng ty \u0111\u01b0\u1ee3c ch\u1ecdn l\u00e0m <strong> ng\u01b0\u1eddi b\u00e1n m\u1eb7c \u0111\u1ecbnh <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/b0d\/defaultseller1.png\" alt=\"defaultseller1.png\" title=\"\"><\/p>\n<p>N\u1ebfu kh\u00f4ng c\u00f3 c\u00f4ng ty n\u00e0o \u0111\u01b0\u1ee3c ch\u1ecdn l\u00e0m ng\u01b0\u1eddi b\u00e1n m\u1eb7c \u0111\u1ecbnh, Bitrix24 s\u1ebd s\u1eed d\u1ee5ng th\u00f4ng tin chi ti\u1ebft v\u1ec1 c\u00f4ng ty \u0111\u01b0\u1ee3c t\u1ea1o tr\u01b0\u1edbc.<\/p>\n<p>T\u00ecm hi\u1ec3u c\u00e1ch th\u00eam chi ti\u1ebft c\u00f4ng ty c\u1ee7a b\u1ea1n trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/5870771\/\" rel=\"nofollow noopener\" target=\"_blank\"> Chi ti\u1ebft c\u00f4ng ty c\u1ee7a t\u00f4i <\/a>.<\/p>\n<p>Ngay b\u00e2y gi\u1edd b\u1ea1n c\u00f3 th\u1ec3 in h\u00f3a \u0111\u01a1n ho\u1eb7c g\u1eedi cho kh\u00e1ch h\u00e0ng.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/e46\/docs5.png\" alt=\"docs5.png\" title=\"\"><\/p>\n<p>Ngo\u00e0i ra, b\u1ea1n c\u00f3 th\u1ec3 t\u1ea3i xu\u1ed1ng d\u01b0\u1edbi d\u1ea1ng <em> pdf <\/em> ho\u1eb7c <em> docx <\/em>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/d8b\/docs6.png\" alt=\"docs6.png\" title=\"\"><\/p>\n<p>M\u1ed9t s\u1ed1 t\u00e0i li\u1ec7u y\u00eau c\u1ea7u con d\u1ea5u v\u00e0 ch\u1eef k\u00fd c\u1ee7a c\u00f4ng ty tr\u00ean \u0111\u00f3. Ch\u1ec9 c\u1ea7n \u0111\u00e1nh d\u1ea5u v\u00e0o t\u00f9y ch\u1ecdn <em> C\u00f3 ch\u1eef k\u00fd v\u00e0 d\u1ea5u <\/em> \u0111\u1ec3 th\u00eam ch\u00fang.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/fd3\/docs7.png\" alt=\"docs7.png\" title=\"\"><\/p>\n<h4 id=\"C\u00e1ch_th\u00eam_ch\u1eef_k\u00fd_v\u00e0_con_d\u1ea5u_c\u1ee7a_c\u00f4ng_ty\">C\u00e1ch th\u00eam ch\u1eef k\u00fd v\u00e0 con d\u1ea5u c\u1ee7a c\u00f4ng ty<\/h4>\n<p>M\u1edf <strong> CRM&gt; Kh\u00e1c&gt; C\u00e0i \u0111\u1eb7t&gt; \u0110i\u1ec3m b\u1eaft \u0111\u1ea7u&gt; Chi ti\u1ebft c\u00f4ng ty c\u1ee7a t\u00f4i <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/50f\/docs8.png\" alt=\"docs8.png\" title=\"\"><\/p>\n<p>Cu\u1ed9n xu\u1ed1ng v\u00e0 th\u00eam h\u00ecnh \u1ea3nh trong ph\u1ea7n <em> Th\u00eam <\/em> (n\u1ebfu b\u1ea1n kh\u00f4ng n\u1ebfu kh\u00f4ng th\u1ea5y c\u00e1c tr\u01b0\u1eddng n\u00e0y, h\u00e3y nh\u1ea5p v\u00e0o <strong> Ch\u1ecdn tr\u01b0\u1eddng <\/strong> v\u00e0 ch\u1ecdn tr\u01b0\u1eddng t\u01b0\u01a1ng \u1ee9ng).<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/92e\/docs9.png\" alt=\"docs9.png\" title=\"\"><\/p>\n<p>B\u1ea1n c\u0169ng c\u00f3 th\u1ec3 g\u1eedi li\u00ean k\u1ebft c\u00f4ng khai t\u1edbi kh\u00e1ch h\u00e0ng b\u1eb1ng c\u00e1ch nh\u1ea5p v\u00e0o thanh tr\u01b0\u1ee3t.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/7b0\/docs10.png\" alt=\"docs10.png\" title=\"\"><\/p>\n<h2 id=\"Ch\u1ec9nh_s\u1eeda_t\u00e0i_li\u1ec7u\">Ch\u1ec9nh s\u1eeda t\u00e0i li\u1ec7u<\/h2>\n<p>N\u1ebfu b\u1ea1n c\u1ea7n ch\u1ec9nh s\u1eeda th\u00f4ng tin trong t\u00e0i li\u1ec7u, c li\u1ebfm <strong> Ch\u1ec9nh s\u1eeda t\u00e0i li\u1ec7u <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/be8\/docs11.png\" alt=\"docs11.png\" title=\"\"><\/p>\n<p>B\u1ea1n c\u00f3 th\u1ec3 ch\u1ec9nh s\u1eeda chi ti\u1ebft c\u00f4ng ty, chi ti\u1ebft kh\u00e1ch h\u00e0ng, t\u1ed5ng s\u1ed1 ti\u1ec1n, s\u1ed1 ch\u1ee9ng t\u1eeb, v.v.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/492\/docs12.png\" alt=\"docs12.png\" title=\"\"><\/p>\n<p>B\u1ea1n c\u00f3 th\u1ec3 \u0111\u1ecdc th\u00eam v\u1ec1 c\u00e1ch \u0111\u00e1nh s\u1ed1 t\u00e0i li\u1ec7u trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/7691331\/\" rel=\"nofollow noopener\" target=\"_blank\"> T\u00e0i li\u1ec7u <\/a> <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/7691331\/\" rel=\"nofollow noopener\" target=\"_blank\"> \u0111\u00e1nh s\u1ed1 t\u1ef1 \u0111\u1ed9ng <\/a><\/p>\n<h2 id=\"Ch\u1ec9nh_s\u1eeda_m\u1eabu\">Ch\u1ec9nh s\u1eeda m\u1eabu<\/h2>\n<p>C\u00f3 c\u00e1c m\u1eabu kh\u00e1c nhau cho c\u00e1c lo\u1ea1i t\u00e0i li\u1ec7u kh\u00e1c nhau \u2013 h\u00f3a \u0111\u01a1n, b\u00e1o gi\u00e1, t\u1edd \u0111\u00f3ng g\u00f3i , x\u00e1c nh\u1eadn \u0111\u01a1n \u0111\u1eb7t h\u00e0ng.<\/p>\n<p>B\u1ea1n c\u00f3 th\u1ec3 ch\u1ec9nh s\u1eeda c\u00e0i \u0111\u1eb7t c\u1ee7a m\u1eabu ho\u1eb7c th\u1eadm ch\u00ed thay \u0111\u1ed5i c\u1ea5u tr\u00fac c\u1ee7a m\u1eabu b\u1eb1ng c\u00e1ch nh\u1ea5p v\u00e0o <strong> Ch\u1ec9nh s\u1eeda m\u1eabu <\/strong>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/ff1\/docs13.png\" alt=\"docs13.png\" title=\"\"><\/p>\n<p>T\u00ecm hi\u1ec3u th\u00eam v\u1ec1 ch\u1ec9nh s\u1eeda l\u00e0m m\u1eabu gi\u00e1m \u0111\u1ecbnh trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/7691313\/\" rel=\"nofollow noopener\" target=\"_blank\"> M\u1eabu t\u00e0i li\u1ec7u <\/a>.<\/p>\n<p><strong> B\u00e0i vi\u1ebft \u0111\u01b0\u1ee3c \u0111\u1ec1 xu\u1ea5t <\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/helpdesk.bitrix24.com\/open\/7691313\/\" rel=\"nofollow noopener\" target=\"_blank\"> M\u1eabu t\u00e0i li\u1ec7u <\/a><\/li>\n<li><a href=\"https:\/\/helpdesk.bitrix24.com\/open\/7691331\/\" rel=\"nofollow noopener\" target=\"_blank\"> T\u1ef1 \u0111\u1ed9ng \u0111\u00e1nh s\u1ed1 t\u00e0i li\u1ec7u <\/a><\/li>\n<\/ul>\n<p>B\u1ea1n c\u00f3 th\u1ec3 t\u1ea1o, in v\u00e0 g\u1eedi t\u00e0i li\u1ec7u cho kh\u00e1ch h\u00e0ng trong v\u00e0i b\u01b0\u1edbc trong Bitrix24 CRM!<\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>T\u00e0i li\u1ec7u trong CRM (Documents in CRM) B\u1ea1n c\u00f3 th\u1ec3 t\u1ea1o, in v\u00e0 g\u1eedi t\u00e0i li\u1ec7u cho kh\u00e1ch h\u00e0ng trong v\u00e0i b\u01b0\u1edbc trong Bitrix24 CRM! T\u00f9y ch\u1ecdn n\u00e0y c\u00f3 s\u1eb5n cho Start +, CRM +, Ch\u1ec9 ng\u01b0\u1eddi \u0111\u0103ng k\u00fd g\u00f3i Standard v\u00e0 Professional . C\u00e1ch ho\u1ea1t \u0111\u1ed9ng Nh\u1ea5p v\u00e0o T\u00e0i li\u1ec7u trong b\u1ea5t k\u1ef3 giao [&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-8646","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\/8646","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=8646"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8646\/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=8646"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8646"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}