CRM

Change history in Bitrix24 CRM

Change history in Bitrix24 CRM
Oksana Bednenko
January 29, 2020
Last updated: January 31, 2020

Dear Bitrix24 users, 

Sometimes you may find it necessary to know the detailed information on who worked with a CRM entity, as well as which actions were performed and when. For example, which employee viewed the lead, converted it to a deal, edited the field value, etc.

You can view all these data in the History section of each CRM entity. It's a chronological log of all changes inside CRM entities.

Screen Shot 2020-01-29 at 11.56.50 AM.png

You may also configure automation rules, issue invoices and quotes for leads and perform many other actions within each CRM entity. 

Happy customer relationship management! 

Your Bitrix24 team

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