ADIGITRANS

Sales tunnels connect sales pipelinesSales pipelines are a set of stages in the kanban to work with deals.. If a deal is handled by different departme...

Lists are used to store variants of field values. The more values are in the list, the harder it is to find the desired one. We added a new opti...

Each CRM item has a form. It consists of fields on the left side and a timeline on the right side. You can enter information about customers into thes...

Configure a CRM item form layout for specific employees and departments. Only Bitrix24 account administrator can add, edit, and delete a CRM it...

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...

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. ...

Configure tabs inside the CRM item form according to your preferences. You can customize tabs in the form and the timeline menu. ...

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...

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...

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...