Bitrix24 Client Workspace Setup (Onboarding)

Bitrix24 Client Workspace Setup (Onboarding)

1. 01

   Create a new Bitrix24 account or portal for the client

   Use the 'Add Portal' option in the Bitrix24 admin panel to provision a dedicated tenant, isolating client data and configurations.

2. 02

   Configure the CRM pipelines and deal stages

   Navigate to CRM > Pipelines, then create custom pipelines matching the client's sales process. Set up deal stages and custom fields for their specific data.

3. 03

   Set up omnichannel communication channels

   In the Contact Center, connect the client's email, WhatsApp, Instagram, and telephony. This centralizes all client interactions within Bitrix24.

4. 04

   Create task boards and project templates

   Use Tasks > Projects to build Kanban or Gantt boards that mirror the client's delivery workflow. Save as templates for reuse.

5. 05

   Define automation rules and triggers

   In CRM > Automation, create rules that automatically move deals, assign tasks, or send notifications based on stage changes or field updates.

6. 06

   Integrate email and telephony for lead capture

   Under Settings > Integration, connect the client's email server and phone system so inbound leads are logged directly into the CRM.

7. 07

   Train client staff on daily workflows

   Schedule a training session covering CRM usage, task management, and communication tools. Provide a quick reference guide for common actions.