CRM

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CRM Settings - Other settings: : Disable showing CRM calls in calendar
In Bitrix24, all incoming and outgoing calls from CRM are automatically saved as events in an employee's calendar. This helps track how many calls...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Other settings: : 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 13:33
CRM Settings - Other settings: : Reassign CRM items from dismissed users
If an employee leaves the company, it becomes necessary to assign the CRM items they handled to other employees. This ensures that the ongoing needs a...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Payment details settings: : Connect and use PayPal for payments in Bitrix24
Connect your PayPal account to accept payments directly via PayPal. You'll need a PayPal Business account to link it to Bitrix24. Regist...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Payment details settings: : Contact or company details templates
In Bitrix24, there are special templates that make working with details easier. A contact/company details template is a prepared set of fields t...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Payment details settings: : Payment systems
In Bitrix24 CRM, you can print estimates and invoices, download them as PDFs, or send them to your clients by email. If you need to customize the esti...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Payment details settings: : Register PayPal Business Account
To accept payments via PayPal, you need to have a PayPal Business account. Register PayPal Business Account Go to PayPal website and cli...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Start point: : Contact or company details templates
In Bitrix24, there are special templates that make working with details easier. A contact/company details template is a prepared set of fields t...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Start point: : Currencies in CRM
In Bitrix24 CRM, you can use different currencies. It is convenient when working with clients and counterparties from other countries. You can select ...
Thứ 5, 19 Tháng 6, 2025 13:33
CRM Settings - Start point: : Locations
Use locations to correctly calculate the tax rate and shipping on invoices and orders. Read more in the article: Taxes in CRM. You can fin...
Thứ 5, 19 Tháng 6, 2025 13:33