ADIGITRANS

There are responsible people for leads, deals, contacts, companies, estimates, invoices, and CRM forms in Bitrix24. You can change the person responsible:

• for a specific CRM item
• for several CRM items using group actions

To change the person responsible for a CRM item, you need to configure access permissions.

Access Permissions in CRM

For a specific CRM item

1. Go to the CRM section and open the CRM item form.
2. Hover the cursor over the Responsible field and click Change.
3. Select a new responsible person.

For several CRM items

1. Go to the CRM section and select the List view.
2. Select items and the Change responsible person action in the menu.
3. Specify a new responsible person and click Apply.

If you accidentally change the responsible person for a large number of CRM items, this action cannot be canceled.

• Distribution of employees responsible for leads
• Create CRM items from source