ADIGITRANS

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 ...

CRM (Customer Relationship Management) is a class of software that helps you manage business contacts and potential clients efficiently. In...

Starting September 1, 2024, AI scoring will be disabled by the provider. We are working on a new service to get the tool up and running again as soon as ...

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

In Bitrix24 CRM, you can create an entity using a quick form in the Kanban view. Customize quick create form fields You can con...

Deal is the final stage of work with the customer. There are several ways how you can create a deal in Bitrix24. Web ver...

Deal is the main goal of any business. It is one of the basic CRM elements: the process of selling a product or service to a customer. Deals view...

Sometimes you may need to merge several deals. For example, a client had sent you an email about buying a shirt and then called you to tell you some a...

In CRM, you can work with regular or recurring deals. Recurring deals are created automatically. You only need to specify the recurrence period. ...

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...