CRM

CRM Profile View Customization

CRM Profile View Customization
Oksana Bednenko
October 27, 2020
Last updated: October 29, 2020
Dear Bitrix24 users, 

We understand that when working with the CRM database, different departments or separate employees might need to see different fields in the CRM profiles. These profiles should be customized according to the needs of each department and type of work. For instance, contact center agents collect contact details to communicate with clients in future. Sales agents work with leads and need to schedule meetings with clients, have quick access to pricing and order details. And there are other departments in a company that may require individually configured CRM fields for a quick and easy access and further processing. 

From now on you can fully customize CRM profile views and assign these views to all users, separate departments or employees individually. This option is called Custom profile view, and you can add new views for leads, deals, contacts and companies, choose employees each pipeline stage or separate departments, edit or delete previously created and configured form views, or go back to default settings with Standard profile view for all employees in case it works better for you. 

Screen Shot 2020-10-27 at 12.17.55 PM.png

For more information on how to create, configure and edit custom profile views and the pros of both profile views, please see this article

In Bitrix24 CRM you are free to decide which way to go and how to work with CRM profile views. 

Happy customer relationship management, 
Your Bitrix24 team



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