ADIGITRANS

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

Lead conversion is the process of turning a lead into a contact, company, or deal. If your customer is ready to purchase, convert the lea...

Create CRM items from leads, deals, and estimates in Bitrix24. Such CRM items are linked to each other. The link is displayed in the timeline. I...

Lead is a potential customer. Save the contact information in your CRM as a lead to increase a customer base. Leads can be obtained automatically from...

There are different ways to get leads in Bitrix24: Telephony Open Channels CRM Forms Emails However, it is important not only to...

In Bitrix24, leads represent potential customers. They can come from website inquiries, inbound calls, social media interactions, and more. Save their...

There is a standard operating scenario: one contact is linked to one company and one deal. You can use this option when converting a lead. Select the ...

CRM search helps quickly find the necessary deals, contacts, companies, and other CRM items, such as deals assigned to a specific manager. In th...

Create tasks related to clients directly from the CRM item form. For example, prepare a contract or send an estimate for a deal. Task statuses help tr...

Each CRM item has a form. It consists of fields on the left side and a timeline on the right side. You can enter information about customers into thes...