Meet Start CRM Page!

3 min read
Vlad Kovalskiy
September 6, 2017
Last updated: March 21, 2022
Meet Start CRM Page!


What are the most important prerequisites of a very successful company? The list is too long to recite here. Although the performance assessment of managers and control over customer communications are certainly among them, these processes are difficult to track.
Great news! An updated Bitrix24 Start CRM Page provides a complete Communication, Sales and Workload overview in a convenient single page display.  

How to work with CRM Start page


The upper section of Bitrix24 Start Page shows the effectiveness of each communication channel, whether it comes to email, social media or CRM forms.

start1.jpg

You can also see the Workload statistics for each manager and determine in which area and how active they are individually.

Further on, you will find the analytical report area for sales and clients. A click on a number in each column leads to a page with a detailed list of records and other related information.

Sales, Customers and Deals reports are provided by default. They can be configured or supplemented by other analytical data if required by a sales professional.

Counters for all managers are provided at the bottom of the page. Each of them shows the level of Employees’ engagement into the sales process and their overall performance.

start2.jpg


You can see in detail, how much an employee has already achieved (‘Completed’ graph), as well as how much is left to be done (‘Remaining’ graph). The general volume of sales is also displayed for each manager.

How to add your own Report


Click ‘Add Report’ button in the right upper corner of the page.

start3.jpg

Select a required CRM entity and its display format. After this, configure the displayed data and the report will appear on the Bitrix24 Start Page.

Getting all the key information on sales and manager performance has never been easier!
Most Popular
Enhancing Email Efficiency with Bitrix24 CoPilot Mail Assistant
Bitrix24 - A Game-Changer for Nonprofits - A Success Story from Teamexpansion
Bitrix24 CoPilot: Crafting Beautiful & Engaging Websites Made Easy
New Bitrix24 Helpdesk Channel on YouTube
New BI Builder In Bitrix24 CRM
Table of Content
How to work with CRM Start page How to add your own Report
You may also like
articles
webinars
glossary

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
You may also like
Product Properties In Deals
Bitrix24 tips and updates
Product Properties In Deals
2 min read
Bitrix24 Plans: Which One To Choose
Bitrix24 tips and updates
Bitrix24 Plans: Which One To Choose
5 min read