CRM

Recycle Bin in Bitrix24 CRM

Recycle Bin in Bitrix24 CRM

Now all deleted leads, deals, contacts and companies first get into the recycle bin. Any CRM element can then be permanently deleted or restored from the recycle bin.
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CRM
Simple CRM mind map

Simple CRM mind map

CRM may mean totally different things for different people. We’ve compiled a ‘CRM mindmap’ so that you are able to understand all capabilities available to Bitrix24 users. 

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CRM
Customer service

How to Help Your Team Get Better at Customer Service

Customer service is an essential part of business, not a back-up plan. Everyone on your team, no matter what their role, can benefit from developing their customer skills. 
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CRM
Observers in Bitrix24 CRM Leads and Deals

New in CRM: Observers in Leads and Deals

You can add observers to a lead or a deal and observers will be able to view the CRM element, send and read messages in the chat of the element.
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CRM
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Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
Webforms and Booking Resources

New in CRM: Webforms and Booking Resources

You can create a CRM webform and add “Book a resource” field to it. Your customers will be able to fill this form and your resources will be booked automatically.

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CRM
New in CRM: Configure Required Fields for Each Stage

New in CRM: Configure Required Fields for Each Stage

It's impossible to fill in all fields in deals/leads forms at once because you get information over time and some details become known only when a deal/lead reaches certain stages. Before the update, ...
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CRM
Additional integration options for Google Analytics and Bitrix24 CRM

Additional integration options for Google Analytics and Bitrix24 CRM

As you know, Bitrix24 provides basic integration between Google Analytics and Bitrix24 CRM (GTM tags for web forms, for example). However, if you need advanced options, you may want to consider this n...
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CRM
5 Things You Can Automate with the Help of CRM

5 Things You Can Automate with the Help of CRM

Finding ways to increase efficiency and save more dollars per hour spent are two main challenges that business faces every day. You can’t lead a successful business without making profits. Controllin...
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CRM