# Инструкция по работе в CRM системе amoCRM

<span style="color: #333333; letter-spacing: -.2pt;">База</span><span style="color: #333333; letter-spacing: -1.7pt;"> </span><span style="color: #333333; letter-spacing: -.2pt;">знаний</span><span style="color: #333333; letter-spacing: -1.65pt;"> </span><span style="color: #333333; letter-spacing: -.2pt;">для</span><span style="color: #333333; letter-spacing: -1.65pt;"> </span><span style="color: #333333; letter-spacing: -.2pt;">компании</span><span style="color: #333333; letter-spacing: -1.65pt;"> </span><span style="color: #333333; letter-spacing: -.25pt;">АО </span><span style="color: #333333; letter-spacing: -.1pt;">«Напор»</span>

### **<span style="font-size: 30.0pt; mso-bidi-font-size: 11.0pt;"> </span>**<a name="_"></a><a name="%D0%97%D0%B0%D0%BF%D0%B8%D1%81%D0%B8_%D0%BE%D0%B1%D1%83%D1%87%D0%B5%D0%BD%D0%B8%D1%8F_%D0%BE%D1%82_%D0%BA%D0%BE%D0%BC%D0%B0%D0%BD%D0%B4%D1%8B_One_Link_"></a><span style="letter-spacing: -.2pt;">Записи</span><span style="letter-spacing: -.4pt;"> </span><span style="letter-spacing: -.2pt;">обучения</span><span style="letter-spacing: -.4pt;"> </span><span style="letter-spacing: -.2pt;">от</span><span style="letter-spacing: -.35pt;"> </span><span style="letter-spacing: -.2pt;">команды</span><span style="letter-spacing: -.4pt;"> </span><span style="letter-spacing: -.2pt;">One</span><span style="letter-spacing: -.4pt;"> </span><span style="letter-spacing: -.2pt;">Link</span>

1. [<u style="text-underline: #1154CC thick;"><span style="color: #1154cc; letter-spacing: -.4pt;">https://disk.yandex.ru/i/e0FcajtCWkTc1A</span></u>](https://disk.yandex.ru/i/e0FcajtCWkTc1A)
2. [<u style="text-underline: #1154CC thick;"><span style="color: #1154cc; letter-spacing: -.1pt;">https://disk.yandex.ru/i/XAbQJ0RTDFBkpg</span></u>](https://disk.yandex.ru/i/XAbQJ0RTDFBkpg)

### <a name="%D0%94%D0%BE%D0%BF%D0%BE%D0%BB%D0%BD%D0%B8%D1%82%D0%B5%D0%BB%D1%8C%D0%BD%D0%BE%D0%B5_%D0%BE%D0%B1%D1%83%D1%87%D0%B5%D0%BD%D0%B8%D0%B5_"></a><span style="letter-spacing: -.3pt;">Дополнительное</span><span style="letter-spacing: .2pt;"> </span><span style="letter-spacing: -.1pt;">обучение</span>

Обучение<span style="letter-spacing: -.35pt;"> </span>по<span style="letter-spacing: -.3pt;"> </span>мобильной<span style="letter-spacing: -.3pt;"> </span><span style="letter-spacing: -.1pt;">версии:</span>

<span style="letter-spacing: -.3pt;">Android</span><span style="letter-spacing: -.4pt;"> </span><span style="letter-spacing: -.3pt;">-</span><span style="letter-spacing: -.4pt;"> </span><u style="text-underline: #1154CC thick;"><span style="color: #1154cc; letter-spacing: -.3pt;">[https://www.youtube.com/watch?v=8cjLgUEDX4A](https://www.youtube.com/watch?v=8cjLgUEDX4A)</span></u><span style="color: #1154cc; letter-spacing: -.3pt;"> </span>

<span style="letter-spacing: -.2pt;">IOS - </span>[<u style="text-underline: #1154CC thick;"><span style="color: #1154cc; letter-spacing: -.2pt;">https://www.youtube.com/watch?v=URYe9HvWFJc</span></u>](https://www.youtube.com/watch?v=URYe9HvWFJc)

Основная база знаний<span style="letter-spacing: .05pt;"> </span>от amoCRM -<span style="letter-spacing: .05pt;"> </span>[<u style="text-underline: #1154CC thick;"><span style="color: #1154cc; letter-spacing: -.3pt;">https://www.amocrm.ru/support</span></u>](https://www.amocrm.ru/support)

Канал<span style="letter-spacing: -.4pt;"> </span>обучение<span style="letter-spacing: -.4pt;"> </span>от<span style="letter-spacing: -.4pt;"> </span>amoCRM<span style="letter-spacing: -.4pt;"> </span>-<span style="letter-spacing: -.4pt;"> </span>[<u style="text-underline: #1154CC thick;"><span style="color: #1154cc; letter-spacing: -.1pt;">https://www.youtube.com/channel/UCT5jDyziXdwSB3qMXcaEX4g</span></u>](https://www.youtube.com/channel/UCT5jDyziXdwSB3qMXcaEX4g)

### <span style="letter-spacing: -.1pt;">Структурированная</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">база</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">знаний</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">по</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">amoCRM,</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">с</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">часто</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">задаваемыми</span><span style="letter-spacing: -.5pt;"> </span><span style="letter-spacing: -.1pt;">вопросами</span>

[<u style="text-underline: #1154CC thick;"><span style="font-size: 10.0pt; mso-bidi-font-size: 11.0pt; color: #1154cc; mso-font-width: 90%;">https://docs.google.com/document/d/11ig5wRhSxrtesvI7NH1LziHU-sA6tB-<span style="letter-spacing: -.1pt;">baOVVK7Y4\_Kk/edit?usp=sha</span></span></u>](https://docs.google.com/document/d/11ig5wRhSxrtesvI7NH1LziHU-sA6tB-baOVVK7Y4_Kk/edit?usp=sha)

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#### <a name="%D0%9F%D0%BB%D0%B0%D0%BD_%D0%B4%D0%BB%D1%8F_%D1%81%D0%BE%D1%82%D1%80%D1%83%D0%B4%D0%BD%D0%B8%D0%BA%D0%BE%D0%B2_%D0%BD%D0%B0_%D0%BA%D0%B0%D0%B6%D0%B4%D1%8B%D0%B9_%D0%B4%D0%B5%D0%BD%D1%8C:_"></a><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%; letter-spacing: -.1pt;">План</span><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%; letter-spacing: -1.3pt;"> </span><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%; letter-spacing: -.1pt;">для</span><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%; letter-spacing: -1.25pt;"> </span><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%; letter-spacing: -.1pt;">сотрудников</span><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%; letter-spacing: -1.25pt;"> </span><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%; letter-spacing: -.1pt;">на </span><span style="font-size: 18.0pt; mso-bidi-font-size: 11.0pt; line-height: 125%;">каждый день:</span>

1. <span style="font-size: 12.0pt; line-height: 122%;">Каждый<span style="letter-spacing: -.85pt;"> </span>день<span style="letter-spacing: -.8pt;"> </span>проверять,<span style="letter-spacing: -.85pt;"> </span>что<span style="letter-spacing: -.8pt;"> </span>все<span style="letter-spacing: -.85pt;"> </span>сделки<span style="letter-spacing: -.8pt;"> </span>находятся<span style="letter-spacing: -.85pt;"> </span>в<span style="letter-spacing: -.8pt;"> </span>актуальных<span style="letter-spacing: -.85pt;"> </span>этапах<span style="letter-spacing: -.8pt;"> </span>и<span style="letter-spacing: -.85pt;"> </span>не оставлять их в необработанном состоянии.</span>
2. <span style="font-size: 12.0pt; line-height: 122%;">Каждый<span style="letter-spacing: -.85pt;"> </span>день<span style="letter-spacing: -.85pt;"> </span>обрабатывать<span style="letter-spacing: -.8pt;"> </span>все<span style="letter-spacing: -.85pt;"> </span>чаты<span style="letter-spacing: -.8pt;"> </span>и<span style="letter-spacing: -.85pt;"> </span>отмечать<span style="letter-spacing: -.8pt;"> </span>все<span style="letter-spacing: -.85pt;"> </span>переписки<span style="letter-spacing: -.85pt;"> </span>с<span style="letter-spacing: -.8pt;"> </span>клиентами, которые не требуют ответа.</span>
3. <span style="font-size: 12.0pt; line-height: 122%;">Каждый<span style="letter-spacing: -.5pt;"> </span>день<span style="letter-spacing: -.5pt;"> </span>обрабатывать<span style="letter-spacing: -.5pt;"> </span>все<span style="letter-spacing: -.5pt;"> </span>задачи<span style="letter-spacing: -.5pt;"> </span>и<span style="letter-spacing: -.5pt;"> </span>выполнять<span style="letter-spacing: -.5pt;"> </span>их<span style="letter-spacing: -.5pt;"> </span>в<span style="letter-spacing: -.5pt;"> </span>срок,<span style="letter-spacing: -.5pt;"> </span>либо<span style="letter-spacing: -.5pt;"> </span>переносить на другой день.</span>
4. <span style="font-size: 12.0pt; line-height: 122%;">Каждый<span style="letter-spacing: -.25pt;"> </span>день<span style="letter-spacing: -.25pt;"> </span>обрабатывать<span style="letter-spacing: -.25pt;"> </span>все<span style="letter-spacing: -.25pt;"> </span>сделки<span style="letter-spacing: -.25pt;"> </span>без<span style="letter-spacing: -.25pt;"> </span>задач<span style="letter-spacing: -.25pt;"> </span>и<span style="letter-spacing: -.25pt;"> </span>своевременно<span style="letter-spacing: -.25pt;"> </span>их обрабатывать, чтобы не потерять клиентов.</span>

<span style="font-size: 12.0pt; line-height: 122%;">В конце каждого рабочего дня необходимо проверять, что все показатели соответствуют<span style="letter-spacing: -.35pt;"> </span>требованиям<span style="letter-spacing: -.35pt;"> </span>регламента<span style="letter-spacing: -.35pt;"> </span>по<span style="letter-spacing: -.35pt;"> </span>проверке<span style="letter-spacing: -.35pt;"> </span>ключевых<span style="letter-spacing: -.35pt;"> </span>показателей.<span style="letter-spacing: -.35pt;"> </span>Если<span style="letter-spacing: -.35pt;"> </span>есть отклонения,<span style="letter-spacing: -.85pt;"> </span>необходимо<span style="letter-spacing: -.85pt;"> </span>принимать<span style="letter-spacing: -.8pt;"> </span>меры<span style="letter-spacing: -.85pt;"> </span>для<span style="letter-spacing: -.8pt;"> </span>устранения<span style="letter-spacing: -.85pt;"> </span>проблемы<span style="letter-spacing: -.8pt;"> </span>и<span style="letter-spacing: -.85pt;"> </span>предотвращения ее повторения в будущем.</span>

<span style="font-size: 12.0pt; letter-spacing: -.1pt;">Примеры:</span>

- <span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">Если</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">сделка</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">оставлена</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">без</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">внимания,</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">клиент</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">может</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">потерять</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">интерес</span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.4pt;"> </span><span style="font-size: 12.0pt; line-height: 122%; letter-spacing: -.1pt;">и </span><span style="font-size: 12.0pt; line-height: 122%;">обратиться к конкурентам.</span>
- <span style="font-size: 12.0pt; line-height: 122%;">Если необработанные чаты остаются без ответа, клиенты могут испытывать разочарование<span style="letter-spacing: -.7pt;"> </span>и<span style="letter-spacing: -.7pt;"> </span>недовольство,<span style="letter-spacing: -.7pt;"> </span>что<span style="letter-spacing: -.7pt;"> </span>может<span style="letter-spacing: -.7pt;"> </span>привести<span style="letter-spacing: -.7pt;"> </span>к<span style="letter-spacing: -.7pt;"> </span>потере<span style="letter-spacing: -.7pt;"> </span>доверия<span style="letter-spacing: -.7pt;"> </span>и<span style="letter-spacing: -.7pt;"> </span>бренду, и потере клиентов.</span>
- <span style="font-size: 12.0pt; line-height: 122%;">Если задачи не выполняются в срок, сотрудники могут отставать от графика работ,<span style="letter-spacing: -.85pt;"> </span>а<span style="letter-spacing: -.85pt;"> </span>проекты<span style="letter-spacing: -.8pt;"> </span>могут<span style="letter-spacing: -.85pt;"> </span>задерживаться<span style="letter-spacing: -.8pt;"> </span>и<span style="letter-spacing: -.85pt;"> </span>не<span style="letter-spacing: -.8pt;"> </span>достигать<span style="letter-spacing: -.85pt;"> </span>запланированных<span style="letter-spacing: -.85pt;"> </span>целей.</span>
- <span style="font-size: 12.0pt; line-height: 122%;">Если<span style="letter-spacing: -.85pt;"> </span>сделки<span style="letter-spacing: -.8pt;"> </span>оставлены<span style="letter-spacing: -.85pt;"> </span>без<span style="letter-spacing: -.8pt;"> </span>задач,<span style="letter-spacing: -.85pt;"> </span>то<span style="letter-spacing: -.8pt;"> </span>может<span style="letter-spacing: -.85pt;"> </span>оказаться,<span style="letter-spacing: -.8pt;"> </span>что<span style="letter-spacing: -.85pt;"> </span>клиенты<span style="letter-spacing: -.8pt;"> </span>не<span style="letter-spacing: -.85pt;"> </span>получат необходимой<span style="letter-spacing: -.2pt;"> </span>помощи<span style="letter-spacing: -.2pt;"> </span>и<span style="letter-spacing: -.2pt;"> </span>поддержки,<span style="letter-spacing: -.2pt;"> </span>что<span style="letter-spacing: -.2pt;"> </span>может<span style="letter-spacing: -.2pt;"> </span>привести<span style="letter-spacing: -.2pt;"> </span>к<span style="letter-spacing: -.2pt;"> </span>потере<span style="letter-spacing: -.2pt;"> </span>доверия<span style="letter-spacing: -.2pt;"> </span>и бренда, и потере клиентов.</span>