CRM

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Leads - Interface: : Calendar view for leads and deals
Bitrix24 CRM provides the Calendar view for leads and deals. It is especially useful for selling services or evaluating your workload over a certain p...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : Client field in CRM item form
Leads or deals are almost always linked to a contact or a company. Use the standard Client field in CRM item forms to set this link up. ...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : Filters in CRM item form
The CRM item form timeline displays activities related to a deal, a customer, or a lead, like calls, tasks, emails, meetings, etc. For example, you ca...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : Invite a customer to chat on Telegram or WhatsApp
In Bitrix24, you can invite a customer to chat on Telegram or WhatsApp from the CRM entity form. To ensure convenience for the client, switch t...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : Kanban view in CRM
Kanban is a board with columns and forms that helps guide the customer through the sales pipelines. Forms are CRM entities: leads, deals, invoices. Col...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : List view in CRM
All CRM items can be represented as a list. Click the settings icon in the top left corner to select list fields. Click the pencil button to ...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : Required fields in CRM
Sometimes it's impossible to fill in all fields in CRM entity forms at once because you just don't have the required information yet. Ma...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : Set the default country in the Phone field
When you enter a number into the standard Phone field, it defines the country by the provided country code. In addition, you can set up the default co...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Interface: : Standard fields in CRM
Each CRM item type has a set of predefined fields. They are integral parts of your account and cannot be removed. This article provides a list of the ...
Thứ 5, 19 Tháng 6, 2025 13:32
Leads - Repeat leads: : Exceptions
Some calls or emails that don't relate to your business may end up in CRM and spoil your statistics. To avoid this, add email addresses or phone n...
Thứ 5, 19 Tháng 6, 2025 13:32