Automated CRM Workflow in Bitrix24: Manager's Guide & Operation Efficiency
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Detailed Process Workflow Involving CRM for Managers

Prompt

Generate a detailed illustration of a process workflow involving a CRM. This workflow would involve several steps undertaken by a manager. It starts with initial communication stages with a client facilitated through a CRM software. The workflow includes stages such as lead conversion, deal creation, automatic order generation in ERP software, the automatic filling of essential information, and interaction with logistics and supply departments via deal chat among other stages. It also involves changes in deal status corresponding to the modified status in the ERP software fields, ending with the automatic closure of the deal once all fields have equal amounts. This process would also see closure if a manual closure signal is received from the ERP software.

Created on 11/30/2023 using DALL·E 3 modelReport
License: Free to use with a backlink to Easy-Peasy.AI

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