ADIGITRANS

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...

Use custom fields to store additional customer information when standard fields are not enough. Create and customize fields to meet your business need...

By default, Bitrix24 CRM generates analytical reports using standard fields. If you've added custom fields to CRM, you can include them in your re...

Custom fields are used to store additional information about customers, if there are no suitable system fields in the CRM form. Visibility of such fie...

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...

You will learn how to import linked contacts and companies, contacts and deals from this article. Link a contact and a company when importing ...

Company details are key information about your business, including your company name, VAT ID, legal address, and more. In CRM, these deta...

You can add data about your company in the My Details section to avoid filling in this information every time you create a document. Add company de...

If you have a large database, CRM items can take too much drive space. You can quickly delete unnecessary information with the CRM Cleanup tool. ...

Other settings represent a large section in CRM where can you configure various parameters, like the client name format, repeat lead creation, and mor...