CRM Profile View Customization
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.
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
FAQ
What are CRM entity form views?
CRM entity form views allow you to configure the view of your CRM records: leads, deals, contacts, and companies.
Who can add or edit CRM entity form views?
Only Bitrix24 administrators can add or edit CRM entity form views.
How can I add a new CRM entity form view?
To add a new view, scroll down to the bottom of the CRM entity form and click on the view name. Then select "New view" and specify the view name and select employees or departments that will have access to this view. Save to finish.
Can I edit or delete a CRM entity form view?
Yes, to edit or delete a view, click on the view name and select "Edit/delete view". Check the box of the view you want to edit or delete, then select an action.
What is the difference between a сommon form view and a custom view?
The Common form view is the default view for all users and is best for companies using the same CRM entity form. Custom views are useful when you have employees working with the same deal pipeline, but their roles in the sales process are different, and they need specific information visible on their CRM entity form.
