{"id":8722,"date":"2021-06-09T20:07:49","date_gmt":"2021-06-09T13:07:49","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&#038;p=8722"},"modified":"2021-07-19T12:59:29","modified_gmt":"2021-07-19T05:59:29","slug":"crm-cac-quy-tac-va-trinh-kich-hoat-tu-dong-hoa-crm-moi","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/crm-cac-quy-tac-va-trinh-kich-hoat-tu-dong-hoa-crm-moi\/","title":{"rendered":"[CRM] C\u00e1c quy t\u1eafc v\u00e0 tr\u00ecnh k\u00edch ho\u1ea1t t\u1ef1 \u0111\u1ed9ng h\u00f3a CRM m\u1edbi"},"content":{"rendered":"<p>C\u00f3 m\u1ed9t s\u1ed1 quy t\u1eafc v\u00e0 tr\u00ecnh k\u00edch ho\u1ea1t t\u1ef1 \u0111\u1ed9ng h\u00f3a m\u1edbi \u0111\u00e3 \u0111\u01b0\u1ee3c th\u00eam v\u00e0o Bitrix24 CRM.<\/p>\n<h2 id=\"Quy_t\u1eafc_t\u1ef1_\u0111\u1ed9ng_h\u00f3a\">Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/h2>\n<ul>\n<li><strong> Thay \u0111\u1ed5i ng\u01b0\u1eddi quan s\u00e1t <\/strong> \u2013 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a thay \u0111\u1ed5i ng\u01b0\u1eddi quan s\u00e1t trong th\u1ebb ph\u1ea7n t\u1eed CRM.<img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/3b3\/newautomation1.jpg\" alt=\"newautomation1.jpg\" title=\"\"><\/li>\n<li><strong> Th\u00f4ng tin nh\u00e2n vi\u00ean <\/strong> \u2013 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a n\u00e0y cho ph\u00e9p thay th\u1ebf th\u00f4ng tin nh\u00e2n vi\u00ean trong m\u1ed9t ph\u1ea7n t\u1eed ho\u1eb7c nhi\u1ec7m v\u1ee5 CRM. Sau khi t\u1ea1o quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a <strong> Th\u00f4ng tin nh\u00e2n vi\u00ean<\/strong>, h\u00e3y t\u1ea1o m\u1ed9t quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a kh\u00e1c \u1edf c\u00f9ng giai \u0111o\u1ea1n (v\u00ed d\u1ee5: <strong> T\u00e1c v\u1ee5 <\/strong>) v\u00e0 s\u1ebd c\u00f3 t\u00f9y ch\u1ecdn \u0111\u1ec3 s\u1eed d\u1ee5ng th\u00f4ng tin nh\u00e2n vi\u00ean trong c\u00f4ng vi\u1ec7c ho\u1eb7c t\u00e0i li\u1ec7u.<a href=\"\/images\/qanda\/newautomation2.jpg\" data-slb-active=\"1\" data-slb-asset=\"1749589127\" data-slb-internal=\"0\" data-slb-group=\"957\"> <img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/2df\/newautomation2.jpg\" alt=\"newautomation2.jpg\" title=\"\"><\/a><\/li>\n<li><strong> T\u1ea1o, ch\u1ec9nh s\u1eeda, \u0111\u1ecdc m\u1ee5c danh s\u00e1ch <\/strong> \u2013 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a th\u1ef1c hi\u1ec7n h\u00e0nh \u0111\u1ed9ng t\u01b0\u01a1ng \u1ee9ng v\u1edbi danh s\u00e1ch \u0111\u00e3 ch\u1ecdn.\u0110\u1ecdc th\u00eam v\u1ec1 c\u00e1c danh s\u00e1ch trong b\u00e0i vi\u1ebft \u2013 <a href=\"https:\/\/helpdesk.bitrix24.com\/open\/4973623\/\" rel=\"nofollow noopener\" target=\"_blank\"> Danh s\u00e1ch<\/a>.<img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/402\/newautomation3.jpg\" alt=\"newautomation3.jpg\" title=\"\"><\/li>\n<\/ul>\n<h2 id=\"Tr\u00ecnh_k\u00edch_ho\u1ea1t\">Tr\u00ecnh k\u00edch ho\u1ea1t<\/h2>\n<p>Tr\u00ecnh k\u00edch ho\u1ea1t l\u00e0 c\u00e1c h\u00e0nh \u0111\u1ed9ng ph\u00eda m\u00e1y kh\u00e1ch s\u1ebd \u0111\u01b0a qu\u00e1 tr\u00ecnh x\u1eed l\u00fd tr\u1ea1ng th\u00e1i v\u00e0o ho\u1ea1t \u0111\u1ed9ng. Khi tr\u00ecnh k\u00edch ho\u1ea1t b\u1eaft \u0111\u1ea7u, b\u1ea3n ghi CRM s\u1ebd \u0111\u01b0\u1ee3c \u0111\u01b0a \u0111\u1ebfn tr\u1ea1ng th\u00e1i b\u1eaft bu\u1ed9c, t\u1eeb \u0111\u00f3 s\u1ebd k\u00edch ho\u1ea1t c\u00e1c quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a th\u00edch h\u1ee3p.<\/p>\n<ul>\n<li><strong> Thay \u0111\u1ed5i ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m <\/strong> v\u00e0 <strong>thay \u0111\u1ed5i <\/strong><strong>Tr\u01b0\u1eddng <\/strong>\u2013 c\u00e1c tr\u00ecnh k\u00edch ho\u1ea1t n\u00e0y theo d\u00f5i c\u00e1c thay \u0111\u1ed5i trong th\u1ebb ph\u1ea7n t\u1eed CRM. \u0110\u1eebng qu\u00ean ch\u1ecdn c\u00e1c tr\u01b0\u1eddng m\u00e0 b\u1ea1n mu\u1ed1n tr\u00ecnh k\u00edch ho\u1ea1t <strong> Thay \u0111\u1ed5i \u0111\u00e3 n\u1ed9p <\/strong> theo d\u00f5i.<a href=\"\/images\/qanda\/newautomation4.jpg\" data-slb-active=\"1\" data-slb-asset=\"832035736\" data-slb-internal=\"0\" data-slb-group=\"957\"> <img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/fa6\/newautomation4.jpg\" alt=\"newautomation4.jpg\" title=\"\"><\/a><\/li>\n<li><strong> Thanh to\u00e1n \u0111\u01a1n h\u00e0ng <\/strong> \u2013 trigger \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi \u0111\u01a1n \u0111\u1eb7t h\u00e0ng li\u00ean quan \u0111\u1ebfn th\u1ecfa thu\u1eadn \u0111\u00e3 \u0111\u01b0\u1ee3c thanh to\u00e1n.<img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/885\/newautomation5.jpg\" alt=\"newautomation5.jpg\" title=\"\"><a href=\"\/images\/qanda\/newautomation5.jpg\" data-slb-active=\"1\" data-slb-asset=\"1170865695\" data-slb-internal=\"0\" data-slb-group=\"957\">\u00a0<\/a><\/li>\n<li><strong> Thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i t\u00e1c v\u1ee5 <\/strong> \u2013 H\u00e0nh \u0111\u1ed9ng \u0111\u01b0\u1ee3c k\u00edch ho\u1ea1t khi tr\u1ea1ng th\u00e1i nhi\u1ec7m v\u1ee5 li\u00ean k\u1ebft v\u1edbi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng ho\u1eb7c giao d\u1ecbch \u0111\u01b0\u1ee3c thay \u0111\u1ed5i. B\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn tr\u1ea1ng th\u00e1i t\u00e1c v\u1ee5 c\u1ea7n \u0111\u1ea1t \u0111\u01b0\u1ee3c \u0111\u1ec3 k\u00edch ho\u1ea1t tr\u00ecnh k\u00edch ho\u1ea1t.<a href=\"\/images\/qanda\/newautomation6.jpg\" data-slb-active=\"1\" data-slb-asset=\"1913247768\" data-slb-internal=\"0\" data-slb-group=\"957\"> <img decoding=\"async\" src=\"https:\/\/helpdesk.bitrix24.com\/upload\/medialibrary\/6d4\/newautomation6.jpg\" alt=\"newautomation6.jpg\" title=\"\"><\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>C\u00f3 m\u1ed9t s\u1ed1 quy t\u1eafc v\u00e0 tr\u00ecnh k\u00edch ho\u1ea1t t\u1ef1 \u0111\u1ed9ng h\u00f3a m\u1edbi \u0111\u00e3 \u0111\u01b0\u1ee3c th\u00eam v\u00e0o Bitrix24 CRM. Quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a Thay \u0111\u1ed5i ng\u01b0\u1eddi quan s\u00e1t \u2013 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a thay \u0111\u1ed5i ng\u01b0\u1eddi quan s\u00e1t trong th\u1ebb ph\u1ea7n t\u1eed CRM. Th\u00f4ng tin nh\u00e2n vi\u00ean \u2013 quy t\u1eafc t\u1ef1 \u0111\u1ed9ng h\u00f3a [&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-8722","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\/8722","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=8722"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8722\/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=8722"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8722"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}