{"id":8929,"date":"2021-06-10T17:52:02","date_gmt":"2021-06-10T10:52:02","guid":{"rendered":"https:\/\/tino.vn\/?post_type=ht_kb&p=8929"},"modified":"2021-07-06T17:23:28","modified_gmt":"2021-07-06T10:23:28","slug":"workflows-hanh-dong-crm","status":"publish","type":"ht_kb","link":"https:\/\/tino.vn\/blog\/docs\/workflows-hanh-dong-crm\/","title":{"rendered":"[Workflows] Action: CRM"},"content":{"rendered":"

T\u1ea1o c\u00f4ng ty m\u1edbi<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1o m\u1ed9t c\u00f4ng ty m\u1edbi.<\/p>\n

B\u1ea1n c\u00f3 th\u1ec3 t\u00ecm th\u1ea5y m\u00f4 t\u1ea3 v\u1ec1 c\u00e1c tr\u01b0\u1eddng bi\u1ec3u m\u1eabu c\u00f4ng ty m\u1edbi trong article \u2013 Th\u00eam c\u00f4ng ty m\u1edbi v\u00e0o CRM <\/a>.<\/p>\n

T\u1ea1o \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7 m\u1edbi<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1o m\u1ed9t li\u00ean h\u1ec7 m\u1edbi.<\/p>\n

B\u1ea1n c\u00f3 th\u1ec3 t\u00ecm th\u1ea5y m\u00f4 t\u1ea3 v\u1ec1 c\u00e1c tr\u01b0\u1eddng bi\u1ec3u m\u1eabu li\u00ean h\u1ec7 m\u1edbi trong b\u00e0i vi\u1ebft \u2013 Th\u00eam \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7 m\u1edbi <\/a>.<\/p>\n

Thay \u0111\u1ed5i ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m<\/h3>\n

H\u00e0nh \u0111\u1ed9ng thay \u0111\u1ed5i ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m v\u1ec1 y\u1ebfu t\u1ed1 CRM.<\/p>\n

T\u1ea1o b\u1eb1ng ngu\u1ed3n<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1o ra m\u1ed9t th\u1ef1c th\u1ec3 m\u1edbi b\u1eb1ng c\u00e1ch s\u1eed d\u1ee5ng kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u00e0m ngu\u1ed3n.<\/p>\n

Tham s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

T\u1ea1o b\u1eb1ng c\u00e1ch s\u1eed d\u1ee5ng ngu\u1ed3n (Create using source)<\/b><\/strong> \u2013 ch\u1ecdn lo\u1ea1i m\u1edbi th\u1ef1c th\u1ec3.<\/p>\n

Quy tr\u00ecnh giao d\u1ecbch (Deal pipeline)<\/b><\/strong> \u2013 ch\u1ecdn quy tr\u00ecnh giao d\u1ecbch n\u1ebfu b\u1ea1n \u0111\u00e3 ch\u1ecdn lo\u1ea1i \u201cgiao d\u1ecbch\u201d c\u1ee7a th\u1ef1c th\u1ec3 m\u1edbi.<\/p>\n

Kh\u00f4ng \u0111\u00f3ng ho\u1ea1t \u0111\u1ed9ng sau khi chuy\u1ec3n \u0111\u1ed5i (Don\u2019t close activity after conversion) <\/b><\/strong>\u2013 n\u1ebfu t\u00f9y ch\u1ecdn \u0111\u01b0\u1ee3c b\u1eadt, r C\u00e1c ho\u1ea1t \u0111\u1ed9ng s\u00f4i n\u1ed5i s\u1ebd kh\u00f4ng b\u1ecb \u0111\u00f3ng sau khi m\u1ed9t th\u1ef1c th\u1ec3 m\u1edbi \u0111\u00e3 \u0111\u01b0\u1ee3c t\u1ea1o.<\/p>\n

Nh\u1eadn d\u1eef li\u1ec7u CRM<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u00ecm n\u1ea1p c\u00e1c gi\u00e1 tr\u1ecb c\u1ee7a c\u00e1c tr\u01b0\u1eddng th\u1ef1c th\u1ec3 CRM \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh, t\u00f9y thu\u1ed9c v\u00e0o lo\u1ea1i th\u1ef1c th\u1ec3.<\/p>\n

Th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

ID \u0111\u1ed1i t\u01b0\u1ee3ng (Entity ID) <\/b><\/strong>\u2013 ID c\u1ee7a \u0111\u1ed1i t\u01b0\u1ee3ng CRM.<\/p>\n

Lo\u1ea1i \u0111\u1ed1i t\u01b0\u1ee3ng (Entity type)<\/b><\/strong> \u2013 ch\u1ecdn lo\u1ea1i th\u1ef1c th\u1ec3 b\u1ea1n mu\u1ed1n t\u00ecm n\u1ea1p c\u00e1c gi\u00e1 tr\u1ecb tr\u01b0\u1eddng ( Li\u00ean h\u1ec7 (Contact)<\/b>, C\u00f4ng ty (Company)<\/b>, Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (Lead)<\/b>, Th\u1ecfa thu\u1eadn (Deal)<\/strong>).<\/p>\n

Ch\u1ecdn tr\u01b0\u1eddng (Select fields)<\/b><\/strong> \u2013 ch\u1ecdn tr\u01b0\u1eddng b\u1ea1n mu\u1ed1n \u0111\u1ec3 t\u00ecm n\u1ea1p c\u00e1c gi\u00e1 tr\u1ecb c\u1ee7a.<\/p>\n

Phi\u00ean b\u1ea3n in (Print version) <\/b><\/strong>\u2013 b\u1eadt t\u00f9y ch\u1ecdn n\u00e0y \u0111\u1ec3 nh\u1eadn c\u00e1c gi\u00e1 tr\u1ecb \u1edf d\u1ea1ng d\u1ec5 hi\u1ec3u v\u00e0 c\u00f3 th\u1ec3 in \u0111\u01b0\u1ee3c.<\/p>\n

Ho\u1ea1t \u0111\u1ed9ng<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1o v\u00e0 ch\u1ec9 \u0111\u1ecbnh m\u1ed9t ho\u1ea1t \u0111\u1ed9ng m\u1edbi cho ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m v\u1ec1 th\u1ef1c th\u1ec3 CRM.<\/p>\n

C\u00e1c th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

Ch\u1ee7 \u0111\u1ec1 (Subject)<\/b><\/strong> \u2013 ti\u00eau \u0111\u1ec1 c\u1ee7a m\u1ed9t ho\u1ea1t \u0111\u1ed9ng m\u1edbi.<\/p>\n

M\u00f4 t\u1ea3 (Description) <\/b><\/strong>\u2013 th\u00f4ng tin chi ti\u1ebft v\u1ec1 ho\u1ea1t \u0111\u1ed9ng.<\/p>\n

Ng\u01b0\u1eddi c\u00f3 tr\u00e1ch nhi\u1ec7m (Responsible person) <\/b><\/strong>\u2013 ch\u1ecdn m\u1ed9t ng\u01b0\u1eddi d\u00f9ng s\u1ebd l\u00e0 ng\u01b0\u1eddi ph\u1ea3n h\u1ed3i th\u1ef1c hi\u1ec7n cho ho\u1ea1t \u0111\u1ed9ng.<\/p>\n

Quan tr\u1ecdng (Important) <\/b><\/strong>\u2013 ho\u1ea1t \u0111\u1ed9ng s\u1ebd \u0111\u01b0\u1ee3c \u0111\u00e1nh d\u1ea5u l\u00e0 \u201cQuan tr\u1ecdng\u201d n\u1ebfu t\u00f9y ch\u1ecdn n\u00e0y \u0111\u01b0\u1ee3c b\u1eadt.<\/p>\n

T\u1ef1 \u0111\u1ed9ng ho\u00e0n th\u00e0nh ho\u1ea1t \u0111\u1ed9ng khi tr\u1ea1ng th\u00e1i \u0111\u01b0\u1ee3c c\u1eadp nh\u1eadt (Auto complete activity when status is updated) <\/b><\/strong>\u2013 b\u1eadt t\u00f9y ch\u1ecdn n\u00e0y \u0111\u1ec3 t\u1ef1 \u0111\u1ed9ng ho\u00e0n th\u00e0nh ho\u1ea1t \u0111\u1ed9ng khi tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng\/giao d\u1ecbch \u0111\u01b0\u1ee3c c\u1eadp nh\u1eadt.<\/p>\n

\u0110ang ch\u1edd tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1m d\u1eebng quy tr\u00ecnh c\u00f4ng vi\u1ec7c cho \u0111\u1ebfn khi \u0111\u01b0\u1ee3c ch\u1ec9 \u0111\u1ecbnh \u0111\u1ea1t tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/p>\n

Th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

ID kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (Lead ID)<\/b><\/strong> \u2013 s\u1ed1 nh\u1eadn d\u1ea1ng c\u1ee7a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/p>\n

Tr\u1ea1ng th\u00e1i (Status) <\/b><\/strong>\u2013 ch\u1ecdn m\u1ed9t ho\u1eb7c nhi\u1ec1u tr\u1ea1ng th\u00e1i \u0111\u1ec3 ch\u1edd. Quy tr\u00ecnh l\u00e0m vi\u1ec7c s\u1ebd \u0111\u1ee3i cho \u0111\u1ebfn khi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng chuy\u1ec3n sang tr\u1ea1ng th\u00e1i \u0111\u00e3 ch\u1ecdn ho\u1eb7c tr\u1ea1ng th\u00e1i cu\u1ed1i c\u00f9ng.<\/p>\n

G\u1eedi SMS<\/h3>\n

H\u00e0nh \u0111\u1ed9ng g\u1eedi SMS \u0111\u1ebfn kh\u00e1ch h\u00e0ng.<\/p>\n

C\u00e1c th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

N\u1ed9i dung tin nh\u1eafn (Message text<\/b>) <\/strong> \u2013 ch\u1ec9 \u0111\u1ecbnh n\u1ed9i dung tin nh\u1eafn s\u1ebd \u0111\u01b0\u1ee3c g\u1eedi \u0111\u1ebfn kh\u00e1ch h\u00e0ng.<\/p>\n

Nh\u00e0 cung c\u1ea5p (Provider)<\/b><\/strong> \u2013 ch\u1ecdn nh\u00e0 cung c\u1ea5p SMS s\u1ebd \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng \u0111\u1ec3 g\u1eedi tin nh\u1eafn SMS. C\u00e1c nh\u00e0 cung c\u1ea5p c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c k\u1ebft n\u1ed1i v\u1edbi Bitrix24 c\u1ee7a b\u1ea1n th\u00f4ng qua c\u00e1c \u1ee9ng d\u1ee5ng Marketplace.<\/p>\n

Lo\u1ea1i ng\u01b0\u1eddi nh\u1eadn (Recipient type) <\/b><\/strong>\u2013 ch\u1ecdn lo\u1ea1i ng\u01b0\u1eddi nh\u1eadn (nh\u00e2n vi\u00ean ho\u1eb7c kh\u00e1ch h\u00e0ng).<\/p>\n

Qu\u1ea3ng c\u00e1o Google AdWords<\/h3>\n

H\u00e0nh \u0111\u1ed9ng th\u00eam \u0111\u1ecba ch\u1ec9 email v\u00e0 s\u1ed1 \u0111i\u1ec7n tho\u1ea1i v\u00e0o \u0111\u1ed1i t\u01b0\u1ee3ng m\u1ee5c ti\u00eau c\u1ee7a Google AdWords.<\/p>\n

Qu\u1ea3ng c\u00e1o tr\u00ean Facebook<\/h3>\n

H\u00e0nh \u0111\u1ed9ng th\u00eam \u0111\u1ecba ch\u1ec9 email v\u00e0 s\u1ed1 \u0111i\u1ec7n tho\u1ea1i v\u00e0o \u0111\u1ed1i t\u01b0\u1ee3ng m\u1ee5c ti\u00eau c\u1ee7a Facebook.<\/p>\n

G\u1eedi email<\/h3>\n

H\u00e0nh \u0111\u1ed9ng g\u1eedi email \u0111\u1ebfn kh\u00e1ch h\u00e0ng.<\/p>\n

C\u00e1c th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

T\u1eeb (From) <\/b><\/strong>\u2013 ch\u1ecdn ho\u1eb7c th\u00eam \u0111\u1ecba ch\u1ec9 email m\u00e0 email s\u1ebd \u0111\u01b0\u1ee3c g\u1eedi t\u1eeb \u0111\u00f3.<\/p>\n

Ch\u1ee7 \u0111\u1ec1 (Subject) <\/b><\/strong>\u2013 ch\u1ec9 \u0111\u1ecbnh ch\u1ee7 \u0111\u1ec1 c\u1ee7a email.<\/p>\n

N\u1ed9i dung th\u01b0 (Message text) <\/b><\/strong>\u2013 ch\u1ec9 \u0111\u1ecbnh v\u0103n b\u1ea3n c\u1ee7a th\u01b0.<\/p>\n

Lo\u1ea1i v\u0103n b\u1ea3n (Text type)<\/b><\/strong> \u2013 ch\u1ecdn lo\u1ea1i v\u0103n b\u1ea3n (BBCode ho\u1eb7c HTML).<\/p>\n

Lo\u1ea1i \u0111\u1ecba ch\u1ec9 \u1ee9ng d\u1ee5ng (Client address type)<\/b><\/strong> \u2013 ch\u1ecdn lo\u1ea1i \u0111\u1ecba ch\u1ec9 kh\u00e1ch h\u00e0ng. V\u00ed d\u1ee5: n\u1ebfu kh\u00e1ch h\u00e0ng c\u00f3 nhi\u1ec1u \u0111\u1ecba ch\u1ec9 email, b\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn \u0111\u1ecba ch\u1ec9 email s\u1ebd \u0111\u01b0\u1ee3c g\u1eedi \u0111\u1ebfn.<\/p>\n

Lo\u1ea1i t\u1ec7p \u0111\u00ednh k\u00e8m (Attachment type)<\/b><\/strong> \u2013 ch\u1ecdn lo\u1ea1i t\u1ec7p \u0111\u00ednh k\u00e8m. B\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn T\u1ec7p t\u00e0i li\u1ec7u (Document files)<\/b><\/strong> v\u00e0 ch\u1ecdn tr\u01b0\u1eddng m\u00e0 gi\u00e1 tr\u1ecb s\u1ebd \u0111\u01b0\u1ee3c \u0111\u00ednh k\u00e8m v\u00e0o email (n\u1ebfu b\u1ea1n mu\u1ed1n \u0111\u00ednh k\u00e8m t\u1ec7p, b\u1ea1n c\u00f3 th\u1ec3 c\u1ea7n t\u1ea1o tr\u01b0\u1eddng T\u1ec7p (File)<\/b><\/strong> t\u00f9y ch\u1ec9nh) ho\u1eb7c b\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn Drive <\/strong> v\u00e0 \u0111\u00ednh k\u00e8m c\u00e1c t\u1ec7p \u0111\u01b0\u1ee3c l\u01b0u tr\u1eef tr\u00ean Bitrix24 Drive.<\/p>\n

B\u1eadt theo d\u00f5i l\u1ea7n nh\u1ea5p (Enable click tracking)<\/b><\/strong> \u2013 b\u1eadt t\u00f9y ch\u1ecdn n\u00e0y n\u1ebfu b\u1ea1n c\u00f3 li\u00ean k\u1ebft trong email c\u1ee7a m\u00ecnh v\u00e0 mu\u1ed1n theo d\u00f5i s\u1ed1 l\u1ea7n nh\u1ea5p v\u00e0o li\u00ean k\u1ebft n\u00e0y (v\u00ed d\u1ee5: \u0111\u1ec3 s\u1eed d\u1ee5ng tr\u00ecnh k\u00edch ho\u1ea1t \u201c\u0110\u00e3 nh\u1ea5p v\u00e0o li\u00ean k\u1ebft email\u201d).<\/p>\n

L\u1eadp l\u1ecbch cu\u1ed9c g\u1ecdi<\/h3>\n

H\u00e0nh \u0111\u1ed9ng l\u1eadp l\u1ecbch cu\u1ed9c g\u1ecdi \u0111\u1ebfn kh\u00e1ch h\u00e0ng.<\/p>\n

Th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

Ch\u1ee7 \u0111\u1ec1 (Subject) <\/b><\/strong>\u2013 t\u00ean ho\u1ea1t \u0111\u1ed9ng c\u1ee7a ng\u01b0\u1eddi qu\u1ea3n l\u00fd.<\/p>\n

Ng\u00e0y b\u1eaft \u0111\u1ea7u (Start date)<\/b><\/strong> \u2013 ng\u00e0y b\u1eaft \u0111\u1ea7u cu\u1ed9c g\u1ecdi ng\u00e0y v\u00e0 gi\u1edd.<\/p>\n

Ng\u00e0y k\u1ebft th\u00fac (End date) <\/b><\/strong>\u2013 ng\u00e0y v\u00e0 gi\u1edd k\u1ebft th\u00fac cu\u1ed9c g\u1ecdi.<\/p>\n

M\u00f4 t\u1ea3 (Description) <\/b><\/strong>\u2013 th\u00f4ng tin b\u1ed5 sung cho ng\u01b0\u1eddi qu\u1ea3n l\u00fd c\u1ee7a b\u1ea1n.<\/p>\n

Nh\u1eafc nh\u1edf (Remind in) <\/b><\/strong>v\u00e0 Kho\u1ea3ng th\u1eddi gian nh\u1eafc nh\u1edf (Reminder interval)<\/b><\/strong> \u2013 c\u00e1c th\u00f4ng s\u1ed1 nh\u1eafc nh\u1edf.<\/p>\n

Ng\u01b0\u1eddi c\u00f3 tr\u00e1ch nhi\u1ec7m (Responsible person)<\/b><\/strong> \u2013 ch\u1ecdn ng\u01b0\u1eddi qu\u1ea3n l\u00fd s\u1ebd ch\u1ecbu tr\u00e1ch nhi\u1ec7m v\u1ec1 ho\u1ea1t \u0111\u1ed9ng n\u00e0y.<\/p>\n

Quan tr\u1ecdng (Important)<\/b><\/strong> \u2013 ho\u1ea1t \u0111\u1ed9ng s\u1ebd \u0111\u01b0\u1ee3c \u0111\u00e1nh d\u1ea5u l\u00e0 \u201cQuan tr\u1ecdng\u201d n\u1ebfu t\u00f9y ch\u1ecdn n\u00e0y \u0111\u01b0\u1ee3c b\u1eadt.<\/p>\n

L\u00ean l\u1ecbch cu\u1ed9c h\u1ecdp<\/h3>\n

H\u00e0nh \u0111\u1ed9ng l\u00ean l\u1ecbch cu\u1ed9c h\u1ecdp v\u1edbi kh\u00e1ch h\u00e0ng.<\/p>\n

C\u00e1c th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

Ch\u1ee7 \u0111\u1ec1 cu\u1ed9c h\u1ecdp (Meeting subject) <\/b><\/strong>\u2013 t\u00ean ho\u1ea1t \u0111\u1ed9ng c\u1ee7a ng\u01b0\u1eddi qu\u1ea3n l\u00fd.<\/p>\n

Ng\u00e0y b\u1eaft \u0111\u1ea7u (Start date)<\/b><\/strong> \u2013 ng\u00e0y v\u00e0 gi\u1edd b\u1eaft \u0111\u1ea7u cu\u1ed9c h\u1ecdp.<\/p>\n

Ng\u00e0y k\u1ebft th\u00fac (End date) <\/b><\/strong>\u2013 ng\u00e0y v\u00e0 gi\u1edd k\u1ebft th\u00fac cu\u1ed9c h\u1ecdp.<\/p>\n

M\u00f4 t\u1ea3 (Description) <\/b><\/strong>\u2013 th\u00f4ng tin b\u1ed5 sung cho ng\u01b0\u1eddi qu\u1ea3n l\u00fd c\u1ee7a b\u1ea1n.<\/p>\n

V\u1ecb tr\u00ed (Location) <\/b><\/strong>\u2013 \u0111\u1ecba \u0111i\u1ec3m cu\u1ed9c h\u1ecdp.<\/p>\n

Nh\u1eafc nh\u1edf 9Remind in)<\/b><\/strong> v\u00e0 Kho\u1ea3ng th\u1eddi gian nh\u1eafc nh\u1edf (Reminder interval) <\/b><\/strong>\u2013 c\u00e1c th\u00f4ng s\u1ed1 nh\u1eafc nh\u1edf.<\/p>\n

Ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m (Responsible person<\/b>)<\/strong> \u2013 ch\u1ecdn ng\u01b0\u1eddi qu\u1ea3n l\u00fd s\u1ebd ch\u1ecbu tr\u00e1ch nhi\u1ec7m v\u1ec1 ho\u1ea1t \u0111\u1ed9ng n\u00e0y.<\/p>\n

Quan tr\u1ecdng (Important)<\/b><\/strong> \u2013 ho\u1ea1t \u0111\u1ed9ng s\u1ebd \u0111\u01b0\u1ee3c \u0111\u00e1nh d\u1ea5u l\u00e0 \u201cQuan tr\u1ecdng\u201d n\u1ebfu t\u00f9y ch\u1ecdn n\u00e0y \u0111\u01b0\u1ee3c b\u1eadt.<\/p>\n

T\u1ea1o giao d\u1ecbch m\u1edbi<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1o ra m\u1ed9t giao d\u1ecbch m\u1edbi.<\/p>\n

\u0110\u1ecdc th\u00e1ng v\u1ec1 c\u00e1ch t\u1ea1o giao d\u1ecbch m\u1edbi trong b\u00e0i vi\u1ebft \u2013 Th\u00eam giao d\u1ecbch m\u1edbi <\/a>.<\/p>\n

T\u1ea1o kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u1edbi<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1o ra m\u1ed9t kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u1edbi.<\/p>\n

Thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i<\/h3>\n

H\u00e0nh \u0111\u1ed9ng thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i giao d\u1ecbch\/giai \u0111o\u1ea1n v\u00e0 ho\u00e0n th\u00e0nh quy tr\u00ecnh c\u00f4ng vi\u1ec7c ngay l\u1eadp t\u1ee9c.<\/p>\n

H\u00e0nh \u0111\u1ed9ng tham s\u1ed1<\/h4>\n

Tr\u1ea1ng th\u00e1i m\u1edbi (New status)<\/b><\/strong> \u2013 ch\u1ec9 \u0111\u1ecbnh tr\u1ea1ng th\u00e1i m\u1edbi.<\/p>\n

Thay m\u1eb7t cho (Change on behalf of)<\/b><\/strong> \u2013 ch\u1ecdn ng\u01b0\u1eddi d\u00f9ng s\u1ebd \u0111\u01b0\u1ee3c hi\u1ec3n th\u1ecb l\u00e0 ng\u01b0\u1eddi \u0111\u00e3 thay \u0111\u1ed5i tr\u1ea1ng th\u00e1i.<\/p>\n

Th\u00eam s\u1ef1 ki\u1ec7n CRM<\/h3>\n

H\u00e0nh \u0111\u1ed9ng th\u00eam s\u1ef1 ki\u1ec7n v\u00e0o L\u1ecbch s\u1eed CRM <\/a>.<\/p>\n

\u0110ang \u0111\u1ee3i giai \u0111o\u1ea1n th\u1ecfa thu\u1eadn<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1m d\u1eebng quy tr\u00ecnh c\u00f4ng vi\u1ec7c cho \u0111\u1ebfn khi giao d\u1ecbch \u0111\u1ebfn m\u1ed9t giai \u0111o\u1ea1n nh\u1ea5t \u0111\u1ecbnh.<\/p>\n

H\u00e0nh \u0111\u1ed9ng tham s\u1ed1<\/h4>\n

ID giao d\u1ecbch (Deal ID)<\/b><\/strong> \u2013 ID c\u1ee7a giao d\u1ecbch m\u00e0 quy tr\u00ecnh l\u00e0m vi\u1ec7c s\u1ebd ch\u1edd \u0111\u1ee3i.<\/p>\n

Giai \u0111o\u1ea1n (Stage)<\/b><\/strong> \u2013 ch\u1ecdn m\u1ed9t ho\u1eb7c nhi\u1ec1u giai \u0111o\u1ea1n \u0111\u1ec3 ch\u1edd \u0111\u1ee3i. Quy tr\u00ecnh l\u00e0m vi\u1ec7c s\u1ebd \u0111\u1ee3i cho \u0111\u1ebfn khi th\u1ecfa thu\u1eadn chuy\u1ec3n sang giai \u0111o\u1ea1n \u0111\u00e3 ch\u1ecdn ho\u1eb7c giai \u0111o\u1ea1n cu\u1ed1i c\u00f9ng.<\/p>\n

\u0110ang ch\u1edd tr\u1ea1ng th\u00e1i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1m d\u1eebng quy tr\u00ecnh c\u00f4ng vi\u1ec7c cho \u0111\u1ebfn khi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng \u0111\u1ea1t \u0111\u1ebfn m\u1ed9t tr\u1ea1ng th\u00e1i nh\u1ea5t \u0111\u1ecbnh.<\/p>\n

Th\u00f4ng s\u1ed1 h\u00e0nh \u0111\u1ed9ng<\/h4>\n

ID kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng (Lead ID)<\/b><\/strong> \u2013 ID c\u1ee7a kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u00e0 quy tr\u00ecnh c\u00f4ng vi\u1ec7c s\u1ebd ch\u1edd \u0111\u1ee3i.<\/p>\n

Tr\u1ea1ng th\u00e1i (Status)<\/b><\/strong> \u2013 ch\u1ecdn m\u1ed9t ho\u1eb7c nhi\u1ec1u tr\u1ea1ng th\u00e1i \u0111\u1ec3 ch\u1edd. Quy tr\u00ecnh l\u00e0m vi\u1ec7c s\u1ebd \u0111\u1ee3i cho \u0111\u1ebfn khi kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng chuy\u1ec3n sang tr\u1ea1ng th\u00e1i \u0111\u00e3 ch\u1ecdn ho\u1eb7c tr\u1ea1ng th\u00e1i cu\u1ed1i c\u00f9ng.<\/p>\n

Th\u00eam v\u00e0o ngo\u1ea1i l\u1ec7<\/h3>\n

H\u00e0nh \u0111\u1ed9ng th\u00eam m\u1ed9t th\u1ef1c th\u1ec3 v\u00e0o danh s\u00e1ch ngo\u1ea1i l\u1ec7.<\/p>\n

\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft \u2013 Danh s\u00e1ch ngo\u1ea1i l\u1ec7 <\/a>.<\/p>\n

Th\u00eam nh\u1eadn x\u00e9t<\/h3>\n

H\u00e0nh \u0111\u1ed9ng th\u00eam nh\u1eadn x\u00e9t v\u00e0o th\u1ebb kh\u00e1ch h\u00e0ng
\nti\u1ec1m n\u0103ng ho\u1eb7c th\u1ebb giao d\u1ecbch.<\/p>\n

\u0110\u1eb7t tr\u01b0\u1edbc t\u00e0i nguy\u00ean<\/h3>\n

H\u00e0nh \u0111\u1ed9ng \u0111\u1eb7t tr\u01b0\u1edbc t\u00e0i nguy\u00ean. B\u1ea1n c\u1ea7n th\u00eam tr\u01b0\u1eddng \u201c\u0110\u1eb7t tr\u01b0\u1edbc t\u00e0i nguy\u00ean\u201d v\u00e0o bi\u1ec3u m\u1eabu giao d\u1ecbch ho\u1eb7c kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u1edbi.<\/p>\n

\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft \u2013 \u0110\u1eb7t tr\u01b0\u1edbc t\u00e0i nguy\u00ean <\/a>.<\/p>\n

H\u1ee7y \u0111\u1eb7t ch\u1ed7<\/h3>\n

H\u00e0nh \u0111\u1ed9ng h\u1ee7y b\u1ea5t k\u1ef3 \u0111\u1eb7t ch\u1ed7 n\u00e0o trong tr\u01b0\u1eddng \u0111\u00e3 ch\u1ecdn c\u1ee7a th\u1ebb \u01b0u \u0111\u00e3i\/kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/p>\n

Ch\u1edd<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1m d\u1eebng quy tr\u00ecnh l\u00e0m vi\u1ec7c v\u00e0 \u0111\u1ee3i b\u1ea5t k\u1ef3 ho\u1ea1t \u0111\u1ed9ng n\u00e0o t\u1eeb kh\u00e1ch h\u00e0ng ho\u1eb7c m\u1ed9t kho\u1ea3ng th\u1eddi gian c\u1ee5 th\u1ec3.<\/p>\n

T\u1ea1o t\u00e0i li\u1ec7u CRM<\/h3>\n

Ch\u1ecdn m\u1ed9t m\u1eabu t\u00e0i li\u1ec7u t\u1eeb danh s\u00e1ch v\u00e0 h\u00e0nh \u0111\u1ed9ng s\u1ebd t\u1ea1o ra m\u1ed9t t\u00e0i li\u1ec7u CRM m\u1edbi.<\/p>\n

\u0110\u1ecdc th\u00eam trong b\u00e0i vi\u1ebft \u2013 T\u00e0i li\u1ec7u trong CRM <\/a>.<\/p>\n

T\u1ea1o li\u00ean h\u1ec7 cho kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng<\/h3>\n

H\u00e0nh \u0111\u1ed9ng t\u1ea1o li\u00ean h\u1ec7 v\u00e0 \u0111\u00e1nh d\u1ea5u kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u00e0 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng.<\/p>\n

B\u1ea1n c\u00f3 th\u1ec3 ch\u1ecdn ng\u01b0\u1eddi ch\u1ecbu tr\u00e1ch nhi\u1ec7m cho li\u00ean h\u1ec7 m\u1edbi.<\/p>\n

H\u00e0nh \u0111\u1ed9ng n\u00e0y kh\u00f4ng chuy\u1ec3n \u0111\u1ed5i kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng m\u00e0 ch\u1ec9 t\u1ea1o ra m\u1ed9t li\u00ean h\u1ec7.<\/p>\n

T\u1ea1o kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u1eb7p l\u1ea1i<\/h3>\n

H\u00e0nh \u0111\u1ed9ng n\u00e0y t\u1ea1o ra m\u1ed9t kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u1eb7p l\u1ea1i s\u1eed d\u1ee5ng c\u00e1c th\u00f4ng s\u1ed1 c\u1ee7a giao d\u1ecbch hi\u1ec7n t\u1ea1i.<\/p>\n

\u0110\u1ecdc th\u00eam v\u1ec1 kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u1eb7p l\u1ea1i trong b\u00e0i vi\u1ebft \u2013 Kh\u00e1ch h\u00e0ng ti\u1ec1m n\u0103ng l\u1eb7p l\u1ea1i <\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

T\u1ea1o c\u00f4ng ty m\u1edbi H\u00e0nh \u0111\u1ed9ng t\u1ea1o m\u1ed9t c\u00f4ng ty m\u1edbi. B\u1ea1n c\u00f3 th\u1ec3 t\u00ecm th\u1ea5y m\u00f4 t\u1ea3 v\u1ec1 c\u00e1c tr\u01b0\u1eddng bi\u1ec3u m\u1eabu c\u00f4ng ty m\u1edbi trong article \u2013 Th\u00eam c\u00f4ng ty m\u1edbi v\u00e0o CRM . T\u1ea1o \u0111\u1ecba ch\u1ec9 li\u00ean h\u1ec7 m\u1edbi H\u00e0nh \u0111\u1ed9ng t\u1ea1o m\u1ed9t li\u00ean h\u1ec7 m\u1edbi. B\u1ea1n c\u00f3 th\u1ec3 t\u00ecm th\u1ea5y m\u00f4 […]<\/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":[5229],"class_list":["post-8929","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-workflows"],"_links":{"self":[{"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8929","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=8929"}],"version-history":[{"count":0,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb\/8929\/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=8929"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/tags?post=8929"},{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/tino.vn\/blog\/wp-json\/wp\/v2\/ht_kb_category?post=8929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}