Meet Automatic Dialer In Bitrix24

4 min read
Vlad Kovalskiy
April 7, 2017
Last updated: April 5, 2023
Meet Automatic Dialer In Bitrix24
Meet new automatic dialer option for your Bitrix24, that automatically dials telephone numbers of the selected clients list. Once the call is answered, the autodialer connects the call to a live person.

How To Start Dialing


  • Open CRM contacts list & select clients you need to call. Tip: to prepare clients list you can either select “all contacts” or use filters to make your custom parameter list (e.g. clients created this month).
  • Click Start dialing option below the list:
7cb19b02e9d640a86b867c61393d5629.png

How To Create A Call List For Another User


Besides applying “start dialing” option for yourself, you can also make a call list for another user:
  • Open CRM contacts list & select clients you need to call.
  • In the actions menu below the list choose “Create call list” and click “Apply”:
193ad0bf23012d829713a3128d9c9883.png
  • A new call list activity form will appear:
89642ee18b4bbd85f5f6b38164262a82.png
  • Here you can set call date & time, add description and assign responsible user. Please note that the text you add as a subject will be shown to the responsible user as activity name. You can also use one of the available web forms.
  • After the list is created responsible user can find it as activity under CRM Activities:
770539e8117961b252f89f796fec36a2.png
  • Here you can open the call list activity & Start Calling
137f9f2ec9a32200dc5dfd89afa5d1e7.png
  • Click Call tab to start calling. Each contact has own call status field. From the beginning the contact call status is equal to scheduled. After the call is finished you can set another status – success, invalid number, etc.
158ff810ea5ecb3c4547f214a5c2d792.png

  • Click Next to go to another contact in your call list.
  • New Deal or Invoice can be created from the call list when necessary.
Automatic dialer is available for Bitrix24 Plus, Standard or Professional plan subscribers only.

Most Popular
Bitrix24 Spring 2024 Live Webinars
CRM Automation for Enhanced Employee Oversight and Task Management
Enhancing Email Efficiency with Bitrix24 CoPilot Mail Assistant
Bitrix24 - A Game-Changer for Nonprofits - A Success Story from Teamexpansion
Bitrix24 CoPilot: Crafting Beautiful & Engaging Websites Made Easy
Table of Content
How To Start Dialing How To Create A Call List For Another User
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
You may also like
Product Properties In Deals
Bitrix24 tips and updates
Product Properties In Deals
2 min read
Bitrix24 Wins Gold Badge at SoftwareReviews Knowledge Management
Bitrix24 Wins Gold Badge at SoftwareReviews Knowledge Management
3 min read
Partner Webinars This January
Partner Webinars This January
2 min read