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Reverse the process

What is the correct way to re-confertuate the lead at the client's order? do not create a new one, or a new process. Namely, change yoga to another process at the singing stage!
Original question is available on version: ru

Answers:

You need to use work with bulk operations on processes.
1. Highlight 1 process
http://joxi.ru/eAOdXd3cpML31r
2. A block of mass operations opens on the right
http://joxi.ru/a2XXqX8CDqX8N2
3. You can change the stage of the process (even if it is not in the BP you need)
20.09.2020, 18:52
Original comment available on version: ru

may be on the verge of conversion (reconstruction) of the process during the transition to the first stage of the process ...
It is acceptable to go through a few stages, if the client is good enough for a prayer. as a result of reworking the customer's order, so that the bula bula was normal order history ... and the same statistics.
20.09.2020, 22:29
Original comment available on version: ru

Use the standard action in the "Change business process and status..." steps
Example - https://prnt.sc/ukowql
It will change the business process for the current order (order).
The whole history, fields, status chain - everything will be preserved.
20.09.2020, 22:40
Как со мной связаться - никак :)
Задавайте вопросы на форуме публично - и я отвечу.
Подробнее - https://1b.app/ru/user/11/
Original comment available on version: ru

Куприян Владислав Валерьевич
Baza.cn.ua / Integrator (FOP Kupriyan)

Vasilyshyn Vasyl Yaroslavovich Client Vlasnik Toster.if.ua wrote:
may be at the stage of converting (transformation) to the process when moving to the first stage of the process ... It is acceptable to go through a few steps, if the client is ready for the appointment. as a result of reworking the customer's order, so that the bula bula was normal order history ... and the same statistics.

From the practice of raju you create 2 business processes:
1. LID
2. Enchantment
І at any stage of BP LID to create an okremium process in BP Concealment and copy in all the necessary data from the LID process, as well as to work the LID process as a Batkivsky for zamovlennya, to help you:
a) Keep up-to-date information on leads (processes on leads will not be confused with processes on engagements)
b) You can form normally in leads (marvel at the conversion)
c) Lead stats will not override lead stats
Still, you are a minimalist, and if you want to transform yourself into a prayer, then you can beat it to the same way you were pleased
20.09.2020, 23:41
Original comment available on version: ru


Kupriyan Vlad Valerievich The client wrote:
Vasilyshyn Vasyl Yaroslavovich Client Vlasnik Toster.if.ua wrote/a: it may be necessary to convert (rework) the process when moving to the first stage of the process... It is acceptable to go through a few steps, after which the client is ready for the conversion. as a rule of thumb to remake the order of the client, so that the bula bula is normal order history ... and yak_sna statistics. From the practice of raju you will create 2 business processes: 1. LID2. Constructing and copying in the new all necessary data from the process of LID-a, as well as working on the process of LID-and as a father for the restoration, I will help you: (Processes by leads will not be confused with processes by leads)b) You can form normally call by leads (marvel at the conversion)c) Statistics by leads will not matter to statistics by leads du yaku you were pleased more

Vlad, thank you very much for the recommendation!
I have two okremі processes, navit okremi group https://prnt.sc/ukqlw0 .
I have to ask for some purchases of various goods and in order to go from the lead to the closing, I create at the final stage the lead "pіdprocess" of the client's engagement.
- But I don’t like those that I have and ice and promises are repeated sumi ... (you can take extra filters)
- I don't know what is the right name for me, and for the sales funnel? if I will rework the lead at the pledge and finish its implementation, what if I will create the subprocess and close the lead .... and further work on the promises ...??
According to the logic, it seems to be correct to change the lead in the order, as in the case of Bitrix-24, but I'm not complaining. and I don’t know how to apply the light, mostly at the stage of setting
21.09.2020, 01:13
Original comment available on version: ru

Куприян Владислав Валерьевич
Baza.cn.ua / Integrator (FOP Kupriyan)
It is possible to conduct and okremi processes and all in one, to lay everything for a purpose, so it is in a bitrx, you can create okremi funnels (okremі processes), or you can work all in one.
If the funnel is important to you and the funnel is built up from the stages of lead and ends with the implementation (by stages of construction), then it’s better for you to conduct everything in one process, so it’s impossible to form one funnel for the deck by types of processes.
If you go back to the theory (like to say the sellers of Bitrix and Terasoft) then lead - if it’s so special, if it’s not a client and if it’s not a promise, it’s necessary to process and further develop the client, chi nіnt.
So, because of the "smish" people and the promise, then it can be no more than objective information for marketing, so for example, you had 100 leads in a month, and 5 of them became your clients and made the skin for 20 promises, there will be a conversion it’s not the least objective from the point of view of marketing, so you’ll take your lead 100 and the conversion will be 100 and the conversion will be 100%, if you really want 5%
26.09.2020, 23:19
Original comment available on version: ru


Kupriyan Vlad Valerievich The client wrote:
You can conduct and work with other processes and all in one, all fall into place for a purpose, so it is in a bitrx, you can create okremі funnels (okremі processes), or you can work all in one. implementation (by stages of zamovlennya) then it’s better for you to conduct everything in one process, so it’s impossible to form one funnel for a deck with types of processes. the client and the price is not announcing, the deaka’s information is necessary to process and further virishiti to create a client, chi nі. 100 per month, and 5 of them became your clients and made 20 orders each, and here the conversion will be no more objective from the point of view of marketing, so you will take it by the vorontsi that you have a leader 100 and the order will be 100 and exit conversion 100%, if you really want 5%

Dyakuyu, even more reasonably and reconsidered recommendation. I'm working on this option. yakuyu!!
27.09.2020, 19:11
Original comment available on version: ru

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