{"id":8688,"date":"2021-06-09T19:49:05","date_gmt":"2021-06-09T12:49:05","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8688"},"modified":"2021-07-23T10:11:13","modified_gmt":"2021-07-23T03:11:13","slug":"crm-chuyen-doi-khach-hang-tiem-nang-tao-ho-so-crm-moi","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-chuyen-doi-khach-hang-tiem-nang-tao-ho-so-crm-moi\/","title":{"rendered":"[CRM] Chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (t\u1ea1o h\u1ed3 s\u01a1 CRM m\u1edbi)"},"content":{"rendered":"

Chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (t\u1ea1o h\u1ed3 s\u01a1 CRM m\u1edbi)<\/h1>\n

B\u1ea1n c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng Bitrix24 CRM c\u1ee7a m\u00ecnh th\u00e0nh \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7, c\u00f4ng ty ho\u1eb7c th\u1ecfa thu\u1eadn (ho\u1eb7c cho nhi\u1ec1u th\u1ef1c th\u1ec3 c\u00f9ng m\u1ed9t l\u00fac) gi\u1eef kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u1ea3 m\u1eb7c \u0111\u1ecbnh v\u00e0 gi\u00e1 tr\u1ecb tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh, c\u00e1c ho\u1ea1t \u0111\u1ed9ng \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i.<\/p>\n

C\u00e1ch chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng:<\/h2>\n

C\u00f3 3 c\u00e1ch \u0111\u1ec3 chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng:<\/p>\n

A. T\u1eeb danh s\u00e1ch kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u2013 v\u1edbi s\u1ef1 tr\u1ee3 gi\u00fap c\u1ee7a t\u00f9y ch\u1ecdn \u201c T\u1ea1o <\/strong>\u201d trong tr\u00ecnh \u0111\u01a1n t\u00e1c v\u1ee5:<\/p>\n

\"\"\"\" <\/a><\/p>\n

B. T\u1eeb danh s\u00e1ch kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u2013 th\u00f4ng qua thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i (tr\u1ea1ng th\u00e1i cu\u1ed1i c\u00f9ng \u201ckh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng ho\u00e0n ch\u1ec9nh\u201d \u2013 t\u1ea1o):<\/p>\n

\"\"\"\" <\/a><\/p>\n

C. T\u1eeb trang  bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng:<\/span><\/p>\n

\"\"\"\" <\/a><\/p>\n

C\u00e1c b\u01b0\u1edbc chuy\u1ec3n \u0111\u1ed5i:<\/h2>\n
    \n
  1. Nh\u1ea5p v\u00e0o \u201c T\u1ea1o <\/em>\u201d.<\/li>\n
  2. Ch\u1ecdn lo\u1ea1i h\u1ed3 s\u01a1 CRM b\u1ea1n mu\u1ed1n t\u1ea1o \u2013 n\u00f3 c\u00f3 th\u1ec3 d\u1eabn \u0111\u1ebfn chuy\u1ec3n \u0111\u1ed5i \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7, d\u1eabn \u0111\u1ebfn c\u00f4ng ty, d\u1eabn \u0111\u1ebfn th\u1ecfa thu\u1eadn ho\u1eb7c d\u1eabn \u0111\u1ebfn k\u1ebft h\u1ee3p nhi\u1ec1u h\u1ed3 s\u01a1.<\/li>\n<\/ol>\n

    Ch\u1ec9 v\u1eady th\u00f4i. H\u1ec7 th\u1ed1ng s\u1ebd t\u1ef1 \u0111\u1ed9ng th\u1ef1c hi\u1ec7n chuy\u1ec3n \u0111\u1ed5i.<\/p>\n

    N\u1ebfu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u1ee7a b\u1ea1n c\u00f3 tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh<\/h2>\n

    N\u1ebfu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u00f3 b\u1ea5t k\u1ef3 tr\u01b0\u1eddng  t\u00f9y ch\u1ec9nh n\u00e0o m\u00e0 lo\u1ea1i h\u1ed3 s\u01a1  CRM \u0111\u00e3 ch\u1ecdn kh\u00f4ng c\u00f3 (v\u00ed d\u1ee5: b\u1ea1n c\u00f3 d\u1eabn \u0111\u1ea7u tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh \u201cs\u1edf th\u00edch\u201d, nh\u01b0ng bi\u1ec3u m\u1eabu li\u00ean h\u1ec7 kh\u00f4ng c\u00f3) \u2013 b\u1ea1n s\u1ebd nh\u1eadn \u0111\u01b0\u1ee3c th\u00f4ng b\u00e1o sau khi th\u1ef1c hi\u1ec7n chuy\u1ec3n \u0111\u1ed5i \u0111\u1ea7u ti\u00ean:<\/p>\n

    \"\"\"\" <\/a><\/p>\n

    Bi\u1ec3u m\u1eabu s\u1ebd hi\u1ec3n th\u1ecb c\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh s\u1ebd \u0111\u01b0\u1ee3c th\u00eam v\u00e0o h\u1ed3 s\u01a1 CRM m\u1edbi. H\u1ec7 th\u1ed1ng s\u1ebd t\u1ea1o c\u00e1c tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh m\u1edbi cho lo\u1ea1i b\u1ea3n ghi CRM n\u00e0y (v\u00ed d\u1ee5: tr\u01b0\u1eddng t\u00f9y ch\u1ec9nh kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng s\u1ebd \u0111\u01b0\u1ee3c th\u00eam v\u00e0o bi\u1ec3u m\u1eabu li\u00ean h\u1ec7)v\u00e0 b\u1ea1n s\u1ebd kh\u00f4ng th\u1ea5y th\u00f4ng b\u00e1o n\u00e0y v\u00e0o l\u1ea7n ti\u1ebfp theo  b\u1ea1n th\u1ef1c hi\u1ec7n c\u00f9ng m\u1ed9t lo\u1ea1i chuy\u1ec3n \u0111\u1ed5i.<\/p>\n

    C\u00e1c tr\u01b0\u1eddng b\u1eaft bu\u1ed9c<\/h2>\n

    N\u1ebfu bi\u1ec3u m\u1eabu kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng kh\u00f4ng c\u00f3 \u0111\u1ee7 d\u1eef li\u1ec7u \u0111\u1ec3 \u0111i\u1ec1n v\u00e0o c\u00e1c tr\u01b0\u1eddng b\u1eaft bu\u1ed9c<\/b> c\u1ee7a b\u1ea3n ghi m\u1edbi (v\u00ed d\u1ee5: kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u1ee7a b\u1ea1n kh\u00f4ng \u0111i\u1ec1n c\u00e1c tr\u01b0\u1eddng \u201ch\u1ecd\u201d & \u201ct\u00ean\u201d \u2013 b\u1eaft bu\u1ed9c \u0111\u1ed1i v\u1edbi bi\u1ec3u m\u1eabu li\u00ean h\u1ec7) \u2013 b\u1ea1n s\u1ebd c\u1ea7n \u0111i\u1ec1n ch\u00fang v\u00e0o bi\u1ec3u m\u1eabu b\u1ea3n ghi CRM m\u1edbi s\u1ebd t\u1ef1 \u0111\u1ed9ng m\u1edf.<\/p>\n

    Th\u00eam c\u00e1c gi\u00e1 tr\u1ecb b\u1eaft bu\u1ed9c v\u00e0 ti\u1ebfp t\u1ee5c.<\/p>\n

    T\u00f9y ch\u1ecdn th\u1ecfa thu\u1eadn<\/h2>\n

    N\u1ebfu b\u1ea1n c\u00f3 nhi\u1ec1u \u0111\u01b0\u1eddng \u1ed1ng \u0111\u01b0\u1ee3c \u0111\u1ecbnh c\u1ea5u h\u00ecnh cho c\u00e1c th\u1ecfa thu\u1eadn, h\u1ec7 th\u1ed1ng s\u1ebd y\u00eau c\u1ea7u b\u1ea1n ch\u1ecdn \u0111\u01b0\u1eddng d\u1eabn m\u00e0 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng s\u1ebd \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i th\u00e0nh.<\/p>\n

    C\u00e1c ho\u1ea1t \u0111\u1ed9ng chuy\u1ec3n \u0111\u1ed5i<\/h2>\n

    Ho\u1ea1t \u0111\u1ed9ng c\u1ee7a Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u0169ng s\u1ebd \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i sang h\u1ed3 s\u01a1 CRM m\u1edbi. B\u1ea1n s\u1ebd  t\u00ecm th\u1ea5y ch\u00fang trong trang chi ti\u1ebft h\u1ed3 s\u01a1 m\u1edbi.<\/p>\n

    Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u00e3 chuy\u1ec3n \u0111\u1ed5i<\/h2>\n

    Quan tr\u1ecdng:  b\u1ea1n c\u00f3 th\u1ec3 x\u00f3a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u00e3 chuy\u1ec3n \u0111\u1ed5i, nh\u01b0ng trong tr\u01b0\u1eddng h\u1ee3p n\u00e0y, b\u1ea1n s\u1ebd kh\u00f4ng th\u1ec3 l\u00e0m vi\u1ec7c v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i sang h\u1ed3 s\u01a1 CRM m\u1edbi.<\/p>\n

    M\u1ed9t s\u1ed1 h\u1ed3 s\u01a1 CRM c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u1ea1o t\u1eeb c\u00f9ng m\u1ed9t kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i (n\u00f3 s\u1ebd kh\u00f4ng b\u1ecb kh\u00f3a sau l\u1ea7n chuy\u1ec3n \u0111\u1ed5i \u0111\u1ea7u ti\u00ean).<\/p>\n

    T\u1ea5t c\u1ea3 c\u00e1c h\u1ed3 s\u01a1 CRM m\u1edbi \u0111\u00e3 \u0111\u01b0\u1ee3c t\u1ea1o t\u1eeb kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u00ecm th\u1ea5y trong c\u00e1c ph\u1ea7n t\u01b0\u01a1ng \u1ee9ng trong trang chi ti\u1ebft c\u1ee7a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng : \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7, c\u00f4ng ty, th\u1ecfa thu\u1eadn.<\/p>\n

    Ki\u1ec3m so\u00e1t tr\u00f9ng l\u1eb7p<\/h2>\n

    V\u00ec kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u00e3 chuy\u1ec3n \u0111\u1ed5i kh\u00f4ng b\u1ecb kh\u00f3a, c\u00f3 th\u1ec3 x\u1ea3y ra nh\u00f3m b\u00e1n h\u00e0ng chuy\u1ec3n \u0111\u1ed5i c\u00f9ng m\u1ed9t kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng th\u00e0nh c\u00f9ng m\u1ed9t lo\u1ea1i h\u1ed3 s\u01a1 CRM nhi\u1ec1u l\u1ea7n (v\u00ed d\u1ee5: kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u01b0\u1ee3c chuy\u1ec3n \u0111\u1ed5i th\u00e0nh m\u1ed9t s\u1ed1 \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7 gi\u1ed1ng h\u1ec7t nhau) \u2013 n\u1ebfu \u0111i\u1ec1u \u0111\u00f3 kh\u00f4ng \u0111\u01b0\u1ee3c th\u1ef1c hi\u1ec7n c\u00f3 ch\u1ee7 \u0111\u00edch, b\u1ea1n c\u00f3 th\u1ec3 s\u1eed d\u1ee5ng t\u00f9y ch\u1ecdn Ki\u1ec3m so\u00e1t tr\u00f9ng l\u1eb7p <\/strong> \u0111\u1ec3 t\u00ecm v\u00e0 h\u1ee3p nh\u1ea5t c\u00e1c b\u1ea3n sao.<\/p>\n

    \"\"\"\" <\/a><\/p>\n

    T\u00ecm ki\u1ebfm c\u00e1c b\u1ea3n sao theo tr\u01b0\u1eddng \u2013 v\u00e0 ch\u1ecdn xem b\u1ea1n mu\u1ed1n h\u1ee3p nh\u1ea5t hay b\u1ecf qua c\u00e1c b\u1ea3n sao. \u0110\u1ec3 \u0111\u01b0a ra c\u00e1c k\u1ebft qu\u1ea3 tr\u00f9ng l\u1eb7p \u2013 h\u00e3y nh\u1ea5p v\u00e0o tab d\u1ea5u c\u1ed9ng (+):<\/p>\n

    \"\"\"\" <\/a><\/p>\n

    Xin l\u01b0u \u00fd r\u1eb1ng ng\u01b0\u1eddi d\u00f9ng CRM ph\u1ea3i \u0111\u01b0\u1ee3c \u0111\u1ecbnh c\u1ea5u h\u00ecnh Quy\u1ec1n truy c\u1eadp \u0111\u1ec3 c\u00f3 th\u1ec3 truy c\u1eadp t\u00f9y ch\u1ecdn ki\u1ec3m so\u00e1t tr\u00f9ng l\u1eb7p (truy c\u1eadp v\u00e0o h\u00e0nh \u0111\u1ed9ng \u201cx\u00f3a\u201d).<\/p>\n","protected":false},"excerpt":{"rendered":"

    Chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (t\u1ea1o h\u1ed3 s\u01a1 CRM m\u1edbi) B\u1ea1n c\u00f3 th\u1ec3 d\u1ec5 d\u00e0ng chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng Bitrix24 CRM c\u1ee7a m\u00ecnh th\u00e0nh \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7, c\u00f4ng ty ho\u1eb7c th\u1ecfa thu\u1eadn (ho\u1eb7c cho nhi\u1ec1u th\u1ef1c th\u1ec3 c\u00f9ng m\u1ed9t l\u00fac) gi\u1eef kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng c\u1ea3 m\u1eb7c \u0111\u1ecbnh v\u00e0 gi\u00e1 tr\u1ecb […]<\/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-8688","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\/8688","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=8688"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8688\/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=8688"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8688"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}