Product
Blog Change the Responsible Person in the CRM

Change the Responsible Person in the CRM

CRM
Vlad Kovalskiy
1 min
2786
Updated: December 18, 2020
Vlad Kovalskiy
Updated: December 18, 2020
 Change the Responsible Person in the CRM
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

 

Most Popular
Meet Bitrix24 CoPilot Pro
Enhance Your Bitrix24 With Webhooks And Custom Apps
Bitrix24 Summer 2024 Live Webinars
Reimagine Task Management With Bitrix24 Flows
Master Sales Planning with Bitrix24's Universal CRM Activities
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