Create using source

Course description
About the System
Managing Users
- User Groups
- Users
- How to Restore Password for Administrator
- Importing Users
  - Importing from a CSV File
  - Import from LDAP Directory
Access permissions
- Access Levels
- Module access
- Access to content
- Controlling access to files and folders
- Administrator role access permissions
Using system tools
AD/LDAP
- Module functions
- How the module functions
- Module configuration
- Adding users to departments on an AD server
- Registering a server
- NTLM Authorization
- Importing Users from LDAP Diectory
Blogs
- Managing Blog Groups
- Creating Employee and Workgroup Blogs
- The Public Interface of Blogs
Business Processes
- Types of Business Processes
- Typical Business Processes
- Configuring the Information Blocks to support Business Processes
- Configuration for Organizational Business Processes
- Using Business Processes
Business Process Designer
- Visual Modeler
- Business Process Templates
- Actions
Common Lists
- Creating the User Interface
- Using the Lists
Currencies
- Currencies
- Currency exchange rates
- Examples of using currencies
Document Library
- General Overview
- Document Library Creation Wizard
- Document Operations in a Web Browser
- Using the Document Library in Windows
- Folder Mapping Issues in Windows
e-Learning
- Basic notions
- Creating lessons and tests
- Publishing a training course
  - Publishing a training course
Extranet
- Introduction
- Intranet user vs Extranet user
- Installing And Configuring The Module And The Extranet Website
- Module Configuration
- Access Permissions For Extranet Users
- Public Employees
- The Extranet Module Gadgets
Forum
- Managing the Forums
- Showing Forums in the Public Section
- Using Forums in the Public Section
Helpdesk
- Setting up your helpedesk service
- Dictionaries
- SLA
- How to assign the ticket duty
- Submitting tickets to tech support via e-mail
- Functions available in the public section
  - Using public interface
  - Creating public interface
- Administration interface
Information Blocks
- Basic notions
- Typical Operations
- Extra features
Intranet
- Company Structure
- Finding Users
- The Staff Changes
- Absence Chart
- Honored Employees
- Birthdays
Mail
- E-mail accounts
- Messages
- Rules
- Mail log
- Example of creating a mailbox
Performance Monitor
- Module Settings
- Public Interface
- The Module’s Control Panel Forms
- Identifying Weak Points In Your Website
- Troubleshooting Minor Performance Issues
Photo Gallery
- Main Principles
- Sample Applications
Polls and surveys
- Polls and surveys
- Sample uses
Proactive Protection
- Basic notions
- Standard security level
- High security level
- Highest security level
- Stop list
Push and Pull
- Push & Pull scope of application
- Push server operational basis
- Configuring P&P module and queue server
- Upgrade from Bitrix Push server 1.0 to Bitrix Push server 2.0
- Upgrade from Nginx-PushStreamModule to Bitrix Push server 2.0
- Using separate queue server
- Push server setup and start at the 3rd-party environment
Scalability
- Scalability Panel
- Load chart
- VPS Orders
Search
- Main Concepts
- Site indexing
- Morphological search
- Ranking Rules
- Logical operators
- Document Search Setup
- Sphinx search set up
Social Network
- Module Settings
- Managing Group Topics
- The User Profile Page
- Creating a Workgroup
Technical Support
- Creating a Helpdesk Wizard
- The Wizard Public Interface
Telephony
- Balance and Statistics
- Phone Numbers
- Telephony Users
- SIP Phones
  - Examples of telephone settings
  - Example of softphone set up
- Other Settings
- VoxImplant Integration
- Office PBX Set Up
  - Setting up FreePBX
- Setting Up a Cloud hosted PBX
Web forms
- Main features and functions
- Managing web forms
- Sample operations
XMPP Server
- XMPP Server Setup
- XMPP Server Management
- XMPP Client Applications
Multiple Divisions
External data import to Activity Stream

Views: 1238
Last Modified: 07.05.2020

The action allows creating new deal using lead as a source.

Action parameters

Create using source - entity type is selected that will be created using lead as the source (presently, only deal can be created);

Deal direction - specifies direction of created deal.

Courses developed by «Bitrix», Inc.

Course description

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