Bitrix24 CRM Fundamentals: Managing Leads, Deals, and Tasks

Modern business operations rely heavily on integrated CRM systems to unify sales, task management, and team communication in one structured platform. This written course provides a step-by-step introduction to Bitrix24, helping you navigate its core features and adopt best practices for daily workplace efficiency. You will start by mastering key CRM terminology, interface layout, and essential user settings before moving into practical workflows. From there, you will learn how to handle customer interactions, organize projects, and streamline team coordination. What you will learn: - Understand core Bitrix24 workspace terminology, menu navigation, and account setup. - Process incoming leads and move sales deals smoothly through pipeline stages. - Create, assign, and track individual tasks and team projects. - Utilize internal news feeds, messaging features, and announcements for clear communication. - Store, organize, and collaborate on shared company documents within the platform. - Apply modern CRM workflow automation basics to save time on routine daily steps. The learning path starts with foundational definitions and platform navigation, followed by dedicated sections on sales management, task tracking, and document handling. This course is designed for absolute beginners and new employees who need to use Bitrix24 effectively without any prior experience. Read through the structured text lessons, review practical practical code and text examples, and start working confidently in your Bitrix24 workspace today.