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Blog Master Sales Planning with Bitrix24's Universal CRM Activities

Master Sales Planning with Bitrix24's Universal CRM Activities

Bitrix24 Team
1 min
285
Published: June 20, 2024
Bitrix24 Team
Published: June 20, 2024
Master Sales Planning with Bitrix24's Universal CRM Activities
Universal activities in CRM offer an efficient way to organize and plan your sales team's tasks. With this feature, you can create activities directly in Bitrix24 CRM, add them to your calendar, invite team members, attach relevant links, and much more.

Explore the benefits of universal CRM activities for your sales team:
  • Seamless Customer-Centric Day Planning  - with Bitrix24 calendar integration
  • Effortless Collaboration - adding employees to activities is straightforward
  • Streamlined workflows in CRM - ensuring consistent and streamlined work management, reducing the need to switch between different tools and interfaces.
  • Versatile Activity Creation - create activities in various views such as Kanban, List, and Activities, as well as directly within the CRM entity form.

Easily associate activities with specific customers, ensuring personalized and targeted interactions. 

Uncover the power of universal CRM activities in Bitrix24. Plan, collaborate, and execute your sales strategies with ease.
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