Identify colors for visual differentiation

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However, the actual conversion process is usually more complex and requires more detailed development. Therefore, Bitrix24 allows you to create additional stages within the main processes. For example, a typical B2B customer journey may include the following periods:
initial contact;
negotiations have been conducted;
commercial offer sent;
the contract has been sent;
the deal is successful.
Each period helps to more accurately netherlands telegram number database determine at what stage a potential purchase is and what actions need to be taken to advance it. This makes the work of the staff more structured and efficient.
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Setting up a funnel
The process begins with selecting the CRM operating mode. To do this, you need to:
go to the CRM section, go to settings (gear);
select the item "CRM operating mode".

A lead funnel will help filter out irrelevant and spam requests.
It is important to consider the specifics of the business and existing business processes. The conversion chain should reflect the real path of the buyer from the first contact to the purchase.
Let's look at the step-by-step instructions for installing the system correctly:
1
Creating a new cycle:
Open the CRM section
Go to "Settings" → "CRM Settings" → "Reference Books"
2
Setting up stages:
Add the necessary stages
Establish their sequence


3
Setting up automation:
Create robots and triggers for automated actions
Set up notifications for managers
Define the rules for transition between stages
In terms of process automation, Bitrix24 offers ready-made automations for working with conversion. The system automatically reminds the staff of the necessary actions, generates documents according to specified templates and fills out customer cards. The link with email newsletters and SMS notifications, which are launched automatically when the purchase moves to a certain stage, works especially effectively. Integration with telephony allows you to record all communications with the buyer directly in the card, creating a single history of interaction.

To connect automation to a specific funnel, open it in the CRM and select "Robots" (in the upper right corner above the stages). By clicking on "+" under the stage name, you will see a list of ready-made robots.