ADIGITRANS

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...

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 ...

There are two total amount calculation modes in the deal form: Manual — fill the information into the Amount and currency field. Automatic ...

You can import leads, deals, contacts, companies, and products. If you have a customer database, import it to Bitrix24 CRM in a few steps. Open ...

Copy your CRM settings from one Bitrix24 account to another using CRM solution presets. For example, your company has different regional...

Bitrix24 has a set of document templates. You can create your own template or edit an existing one. Create a document Open the document you...

CRM includes standard fields like name, phone number, email, and address. To store additional customer information beyond these, you can create custom...

Every document in Bitrix24 has a unique number, but official documents often follow strict numbering rules. Your company might also have specific docu...

Each Bitrix24 account has a set of standard document templates like invoices and quotes. You can use them to create documents with your company detail...

Each Bitrix24 account has a set of standard templates for invoices and quotes. If a standard template does not meet the company's requirements...