{"id":8662,"date":"2021-06-09T19:35:24","date_gmt":"2021-06-09T12:35:24","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8662"},"modified":"2021-07-23T10:40:51","modified_gmt":"2021-07-23T03:40:51","slug":"crm-xoa-mot-so-yeu-to-hoac-nhiem-vu-crm-cung-mot-luc","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-xoa-mot-so-yeu-to-hoac-nhiem-vu-crm-cung-mot-luc\/","title":{"rendered":"[CRM] X\u00f3a m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 ho\u1eb7c nhi\u1ec7m v\u1ee5 CRM c\u00f9ng m\u1ed9t l\u00fac"},"content":{"rendered":"

Do c\u1eadp nh\u1eadt g\u00f3i Bitrix24, ch\u1ee9c n\u0103ng t\u00ecm ki\u1ebfm c\u0169ng s\u1ebd \u0111\u01b0\u1ee3c c\u1eadp nh\u1eadt. B\u1ea1n s\u1ebd c\u00f3 th\u1ec3 t\u00ecm ki\u1ebfm th\u00f4ng qua s\u1ed1 l\u01b0\u1ee3ng c\u00e1c y\u1ebfu t\u1ed1 \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh trong m\u00f4 t\u1ea3 k\u1ebf ho\u1ea1ch c\u1ee7a b\u1ea1n. \u0110i\u1ec1u n\u00e0y \u00e1p d\u1ee5ng cho CRM v\u00e0 c\u00e1c nhi\u1ec7m v\u1ee5. V\u00ed d\u1ee5: n\u1ebfu b\u1ea1n l\u00e0 ng\u01b0\u1eddi d\u00f9ng g\u00f3i mi\u1ec5n ph\u00ed, b\u1ea1n c\u00f3 th\u1ec3 t\u00ecm ki\u1ebfm th\u00f4ng qua 1.000 t\u00e1c v\u1ee5. N\u1ebfu b\u1ea1n c\u00f3 h\u01a1n 1.000 t\u00e1c v\u1ee5, b\u1ea1n s\u1ebd c\u00f3 th\u1ec3 s\u1eed d\u1ee5ng c\u00e1c b\u1ed9 l\u1ecdc v\u00e0 b\u1ed9 l\u1ecdc m\u1eb7c \u0111\u1ecbnh m\u00e0 b\u1ea1n \u0111\u00e3 t\u1ea1o tr\u01b0\u1edbc \u0111\u00f3 v\u00e0 s\u1ebd kh\u00f4ng th\u1ec3 t\u00ecm ki\u1ebfm theo t\u1eeb ho\u1eb7c m\u1ed9t ph\u1ea7n c\u1ee7a t\u1eeb.<\/p>\n

\u0110\u1ecdc th\u00eam v\u1ec1 Ch\u1ee9c n\u0103ng t\u00ecm ki\u1ebfm trong c\u00e1c g\u00f3i Bitrix24 m\u1edbi<\/a>.<\/p>\n

T\u00ecm hi\u1ec3u th\u00eam v\u1ec1 c\u00e1c g\u00f3i Bitrix24 \u2013 B\u1ea3ng gi\u00e1 Bitrix24 tr\u00ean \u0111\u00e1m m\u00e2y<\/a>.<\/p>\n

N\u1ebfu b\u1ea1n c\u00f3 nhi\u1ec1u nhi\u1ec7m v\u1ee5 ho\u1eb7c y\u1ebfu t\u1ed1 CRM h\u01a1n \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh trong m\u00f4 t\u1ea3 g\u00f3i hi\u1ec7n t\u1ea1i, b\u1ea1n c\u1ea7n n\u00e2ng c\u1ea5p Bitrix24 l\u1eadp k\u1ebf ho\u1ea1ch ho\u1eb7c x\u00f3a c\u00e1c ph\u1ea7n t\u1eed ho\u1eb7c nhi\u1ec7m v\u1ee5 CRM c\u0169 \u0111\u1ec3 ti\u1ebfp t\u1ee5c s\u1eed d\u1ee5ng ch\u1ee9c n\u0103ng t\u00ecm ki\u1ebfm.<\/p>\n

\u0110\u1ec3 x\u00f3a nhi\u1ec1u ph\u1ea7n t\u1eed c\u00f9ng m\u1ed9t l\u00fac, h\u00e3y s\u1eed d\u1ee5ng c\u00e1c h\u00e0nh \u0111\u1ed9ng nh\u00f3m.<\/p>\n

C\u00e1ch th\u1ef1c hi\u1ec7n?<\/h2>\n

V\u00ec c\u00e1c y\u1ebfu t\u1ed1 v\u00e0 nhi\u1ec7m v\u1ee5 CRM b\u1ecb x\u00f3a theo c\u00e1ch t\u01b0\u01a1ng t\u1ef1, ch\u00fang ta h\u00e3y xem x\u00e9t x\u00f3a nhi\u1ec7m v\u1ee5 l\u00e0m v\u00ed d\u1ee5.<\/p>\n

Chuy\u1ec3n sang ch\u1ebf \u0111\u1ed9 xem Danh s\u00e1ch (List)<\/strong>. Ch\u1ecdn c\u00f4ng vi\u1ec7c b\u1ea1n mu\u1ed1n x\u00f3a > nh\u1ea5p v\u00e0o Ch\u1ecdn t\u00e1c v\u1ee5 (Select action) > X\u00f3a (Delete) > \u00c1p d\u1ee5ng (Apply)<\/strong>.<\/p>\n

\"deleteseveral1.jpg\"<\/p>\n

L\u00e0m c\u00e1ch n\u00e0o \u0111\u1ec3 t\u00ecm v\u00e0 x\u00f3a c\u00e1c ph\u1ea7n t\u1eed kh\u00f4ng c\u00f2n c\u1ea7n thi\u1ebft n\u1eefa?<\/h2>\n

Chuy\u1ec3n sang Danh s\u00e1ch (List)<\/strong>. L\u1ecdc c\u00e1c ph\u1ea7n t\u1eed kh\u00f4ng c\u00f2n c\u1ea7n thi\u1ebft. V\u00ed d\u1ee5: h\u00e3y x\u00f3a t\u1ea5t c\u1ea3 c\u00e1c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u00e3 \u0111\u00f3ng.<\/p>\n

N\u1ebfu v\u01b0\u1ee3t qu\u00e1 gi\u1edbi h\u1ea1n, b\u1ea1n ch\u1ec9 c\u00f3 th\u1ec3 s\u1eed d\u1ee5ng c\u00e1c b\u1ed9 l\u1ecdc v\u00e0 b\u1ed9 l\u1ecdc m\u1eb7c \u0111\u1ecbnh m\u00e0 b\u1ea1n \u0111\u00e3 t\u1ea1o tr\u01b0\u1edbc \u0111\u00f3.<\/p>\n

S\u1eed d\u1ee5ng n\u00fat T\u1ea5t c\u1ea3 \u0111\u00e3 \u0111\u00f3ng (all closed) <\/strong>b\u1ed9 l\u1ecdc.<\/p>\n

\"deleteseveral2.jpg\"<\/p>\n

Ch\u1ecdn t\u1ea5t c\u1ea3 c\u00e1c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u00e3 \u0111\u00f3ng v\u00e0 x\u00f3a ch\u00fang.<\/p>\n

\"deleteseveral3.jpg\"<\/p>\n

L\u00e0m c\u00e1ch n\u00e0o \u0111\u1ec3 x\u00f3a nhi\u1ec7m v\u1ee5 c\u1ee7a nh\u00e2n vi\u00ean \u0111\u00e3 b\u1ecb sa th\u1ea3i?<\/h2>\n

Ch\u1ec9 qu\u1ea3n tr\u1ecb vi\u00ean m\u1edbi c\u00f3 th\u1ec3 x\u00f3a nhi\u1ec7m v\u1ee5 c\u1ee7a nh\u00e2n vi\u00ean b\u1ecb sa th\u1ea3i.<\/p>\n

B\u1ea1n c\u00f3 th\u1ec3 gi\u1ea3m b\u1edbt s\u1ed1 ph\u1ea7n t\u1eed b\u1eb1ng c\u00e1ch x\u00f3a nhi\u1ec7m v\u1ee5 c\u1ee7a nh\u00e2n vi\u00ean b\u1ecb sa th\u1ea3i.<\/p>\n

M\u1edf trang h\u1ed3 s\u01a1 nh\u00e2n vi\u00ean b\u1ecb sa th\u1ea3i > nh\u1ea5p v\u00e0o C\u00f4ng vi\u1ec7c (Tasks)<\/strong>\u00a0v\u00e0 chuy\u1ec3n sang ch\u1ebf \u0111\u1ed9 xem Danh s\u00e1ch (List)<\/strong>.<\/p>\n

\"deleteseveral4.jpg\"<\/p>\n

Ch\u1ecdn c\u00e1c t\u00e1c v\u1ee5 kh\u00f4ng c\u1ea7n thi\u1ebft n\u1eefa v\u00e0 x\u00f3a ch\u00fang.<\/p>\n

\"deleteseveral5.jpg\"<\/p>\n

T\u00f4i \u0111\u00e3 x\u00f3a c\u00e1c b\u1ed9 l\u1ecdc m\u1eb7c \u0111\u1ecbnh. Ph\u1ea3i l\u00e0m g\u00ec?<\/h2>\n

N\u1ebfu b\u1ea1n \u0111\u00e3 x\u00f3a t\u1ea5t c\u1ea3 c\u00e1c b\u1ed9 l\u1ecdc m\u1eb7c \u0111\u1ecbnh, h\u00e3y b\u1eadt D\u00f9ng th\u1eed 30 ng\u00e0y mi\u1ec5n ph\u00ed <\/a>. Sau \u0111\u00f3, b\u1ea1n c\u00f3 th\u1ec3 t\u00ecm ki\u1ebfm c\u00e1c y\u1ebfu t\u1ed1 v\u00e0 nhi\u1ec7m v\u1ee5 CRM v\u00e0 x\u00f3a nh\u1eefng y\u1ebfu t\u1ed1 kh\u00f4ng c\u00f2n c\u1ea7n thi\u1ebft.<\/p>\n

T\u00f4i s\u1eed d\u1ee5ng g\u00f3i Mi\u1ec5n ph\u00ed. T\u00f4i c\u00f3 \u00edt h\u01a1n 1.000 giao d\u1ecbch, nh\u01b0ng t\u00ecm ki\u1ebfm v\u1eabn kh\u00f4ng ho\u1ea1t \u0111\u1ed9ng. T\u00f4i n\u00ean l\u00e0m g\u00ec?<\/h4>\n

R\u1ea5t c\u00f3 th\u1ec3, b\u1ea1n c\u00f3 qu\u00e1 nhi\u1ec1u giao d\u1ecbch \u0111\u00e3 ho\u00e0n th\u00e0nh. Ch\u00fang c\u0169ng \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn t\u1ed5ng s\u1ed1.<\/p>\n

Chuy\u1ec3n \u0111\u1ebfn ph\u1ea7n CRM <\/strong> > Danh s\u00e1ch (List)<\/strong>.<\/p>\n

\"searchdeals1.jpg\"<\/p>\n

X\u00f3a t\u1ea5t c\u1ea3 c\u00e1c b\u1ed9 l\u1ecdc kh\u1ecfi thanh t\u00ecm ki\u1ebfm.<\/p>\n

\"searchdeals2.jpg\"<\/p>\n

T\u1ea5t c\u1ea3 c\u00e1c giao d\u1ecbch th\u00e0nh c\u00f4ng v\u00e0 kh\u00f4ng th\u00e0nh c\u00f4ng s\u1ebd xu\u1ea5t hi\u1ec7n trong danh s\u00e1ch. Ch\u1ecdn nh\u1eefng c\u00e1i b\u1ea1n kh\u00f4ng c\u1ea7n v\u00e0 x\u00f3a ch\u00fang.<\/p>\n

\"searchdeals3.jpg\"<\/p>\n

T\u00f4i s\u1eed d\u1ee5ng g\u00f3i Mi\u1ec5n ph\u00ed. T\u00f4i c\u00f3 \u00edt h\u01a1n 1.000 t\u00e1c v\u1ee5, nh\u01b0ng t\u00ecm ki\u1ebfm v\u1eabn kh\u00f4ng ho\u1ea1t \u0111\u1ed9ng. T\u00f4i n\u00ean l\u00e0m g\u00ec?<\/h4>\n

C\u00e1c nhi\u1ec7m v\u1ee5 \u0111\u00e3 ho\u00e0n th\u00e0nh \u0111\u01b0\u1ee3c t\u00ednh v\u00e0o t\u1ed5ng s\u1ed1 nhi\u1ec7m v\u1ee5. \u0110\u1ec3 c\u00f4ng vi\u1ec7c t\u00ecm ki\u1ebfm ho\u1ea1t \u0111\u1ed9ng, b\u1ea1n n\u00ean x\u00f3a c\u00e1c nhi\u1ec7m v\u1ee5 \u0111\u00e3 ho\u00e0n th\u00e0nh kh\u00f4ng c\u1ea7n thi\u1ebft.<\/p>\n

\u0110i t\u1edbi ph\u1ea7n Nhi\u1ec7m v\u1ee5 v\u00e0 D\u1ef1 \u00e1n (Tasks & Project) <\/strong>> Danh s\u00e1ch (List)<\/strong>.<\/p>\n

\"tasksearch1.jpg\"<\/p>\n

\u00c1p d\u1ee5ng b\u1ed9 l\u1ecdc \u0110\u00e3 ho\u00e0n th\u00e0nh (Completed) <\/strong>cho danh s\u00e1ch.<\/p>\n

\"tasksearch2.jpg\"<\/p>\n

T\u1ea5t c\u1ea3 c\u00e1c nhi\u1ec7m v\u1ee5 \u0111\u00e3 ho\u00e0n th\u00e0nh s\u1ebd xu\u1ea5t hi\u1ec7n trong danh s\u00e1ch. Ch\u1ecdn c\u00e1c nhi\u1ec7m v\u1ee5 \u0111\u00e3 ho\u00e0n th\u00e0nh m\u00e0 kh\u00f4ng c\u1ea7n n\u1eefa v\u00e0 x\u00f3a ch\u00fang.<\/p>\n

\"tasksearch3.jpg\"<\/p>\n","protected":false},"excerpt":{"rendered":"

Do c\u1eadp nh\u1eadt g\u00f3i Bitrix24, ch\u1ee9c n\u0103ng t\u00ecm ki\u1ebfm c\u0169ng s\u1ebd \u0111\u01b0\u1ee3c c\u1eadp nh\u1eadt. B\u1ea1n s\u1ebd c\u00f3 th\u1ec3 t\u00ecm ki\u1ebfm th\u00f4ng qua s\u1ed1 l\u01b0\u1ee3ng c\u00e1c y\u1ebfu t\u1ed1 \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh trong m\u00f4 t\u1ea3 k\u1ebf ho\u1ea1ch c\u1ee7a b\u1ea1n. \u0110i\u1ec1u n\u00e0y \u00e1p d\u1ee5ng cho CRM v\u00e0 c\u00e1c nhi\u1ec7m v\u1ee5. V\u00ed d\u1ee5: n\u1ebfu b\u1ea1n l\u00e0 ng\u01b0\u1eddi d\u00f9ng g\u00f3i […]<\/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-8662","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\/8662","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=8662"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8662\/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=8662"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8662"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}