CRM

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CRM Settings - Start point: : Product properties
Any product has a set of properties - color, manufacturer, material, etc. You can add new properties to the product catalog in the settings. Prod...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM Settings - Start point: : Sales pipelines
A sales pipeline, or a deal pipeline, is a set of stages in the Kanban view that help you track and manage deals. Pipelines are great for organi...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM Settings - Start point: : Statuses and dropdowns in CRM
Setting up statuses and dropdowns is essential for getting started with CRM. This allows you to define lead and deal stages and specify values for sta...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM Settings - Start point: : Taxes in CRM
Tax is a mandatory payment levied in almost every country of the world. Tax rates may differ depending on the type of taxation, the region of the good...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM Settings - Start point: : Units of measurement
Any product has a unit of measurement. In Bitrix24, you can choose how an item is measured. Several popular measurement units are available by default...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM - FAQ: CRM
This article answers the most frequently asked questions about CRM. What are leads and how to manage them in CRM? In ...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM - Filters in CRM
Filters in CRM help you quickly find the necessary data. You can search for information using system and custom field values, consider connections bet...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM - Invite a customer to Telegram chat from mobile CRM
Now you can connect Telegram to Bitrix24 right in the Mobile app. Send your client an SMS with a link to your Telegram bot and proceed with a c...
Thứ 5, 19 Tháng 6, 2025 13:35
CRM - 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 13:35
CRM - Open slots in CRM
Open slots in CRM are a useful tool for client-facing employees. Share a link to your open slots with clients, allowing them to pick their preferred d...
Thứ 5, 19 Tháng 6, 2025 13:35