CRM

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Frequent issues - Cannot access CRM settings: Why
If you open CRM > Settings > CRM settings and can see only the Email section, it means you don't have permissions to configure CRM settings....
Thứ 5, 19 Tháng 6, 2025 13:36
Frequent issues - My CRM data is missing: What can I do
Note that CRM data doesn't disappear without a reason. First, check the CRM History section, as well as your Market apps and workflows. Step 1. C...
Thứ 5, 19 Tháng 6, 2025 13:36
General questions - CRM Cleanup
If you have a large database, CRM items can take too much drive space. You can quickly delete unnecessary information with the CRM Cleanup tool. ...
Thứ 5, 19 Tháng 6, 2025 13:36
General questions - Delete CRM entities
In Bitrix24, you can delete unnecessary CRM items. This helps to keep the data in CRM up to date, frees up space and makes it easier to find informati...
Thứ 5, 19 Tháng 6, 2025 13:36
General questions - Delete multiple CRM entities or tasks at once
When dealing with lots of tasks, it is important to stay organized and clear out information that is no longer needed. You can quickly delete old task...
Thứ 5, 19 Tháng 6, 2025 13:36
General questions - Maps in CRM for address visualization
In Bitrix24, you can use OpenStreetMap and Google Maps to manage deliveries and specify client addresses in CRM. How it works Open a CRM en...
Thứ 5, 19 Tháng 6, 2025 13:36
General questions - Migrate data to Bitrix24 CRM
Any company has a database of customers, contacts, invoices and other important information. You can use data Bitrix24.Market apps to migrate to Bitri...
Thứ 5, 19 Tháng 6, 2025 13:36
General questions - Recycle bin in CRM
The CRM Recycle Bin is a temporary storage for deleted deals, contacts, companies, and other items. It helps to: Restore accidentally deleted in...
Thứ 5, 19 Tháng 6, 2025 13:36
General questions - Transfer data between accounts
Transfer data between different Bitrix24 accounts. This may be helpful if you decide to migrate the client base and settings to another account. ...
Thứ 5, 19 Tháng 6, 2025 13:36
Leads - Getting started: : AI Scoring in CRM
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 ...
Thứ 5, 19 Tháng 6, 2025 13:36