CRM

Change the Responsible Person in the CRM

 Change the Responsible Person in the CRM
Oksana Bednenko
December 15, 2020
Last updated: December 18, 2020
Dear Bitrix24 users, 

As you know, in Bitrix24 CRM system, the majority of CRM items like leads, deals, contacts, quotes, invoices and CRM web forms have a responsible person assigned to each of them. 

In Bitrix24 there is an option to change the responsible person in case needed. For instance, you have several CRM agents responsible for different CRM item stages or sales pipelines, or need to transfer the client to the support department after closing the deal. 

You can change the responsible for a specific CRM element one by one or perform a group action for several items. But do keep in mind that group actions are not available for CRM web forms. 

Screen Shot 2020-12-18 at 10.57.35 AM.png

For detailed instructions on how to change the responsible person for each CRM element, CRM web form and perform group actions, please see this article

There may be times when you have to change the responsible person after they have been dismissed. It is still possible in Bitrix24 CRM, but the process is different in this case. For more information, please see this article

Manage CRM elements with ease in Bitrix24. 

Best regards, 
Your Bitrix24 team

 

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