New Activity Type In Bitrix24 CRM - Visit

2 min read
Vlad Kovalskiy
January 10, 2017
Last updated: October 9, 2019
New Activity Type In Bitrix24 CRM - Visit
384534ab5c78ad061e57cffe756d52be.png

If you go to Activity list, you’ll see that commercial Bitrix24 users now have new activity type – Visit. Here’s how Visit is different from Meeting. Any time you schedule a meeting with your clients or prospects, in your office or theirs, you’d use Meetings. Typically, notes and comments are added to CRM AFTER the meeting to sum it up.

bc204e4e7ae58629a873c3a6778d1b54.png

But there are instances when a client visits your office or you visit theirs, and you need to record the entire conversation. This is a typical scenario in many industries, like travel agencies or construction and home improvements, when many options are presented and client has to make the final choice. Sometimes a series of visits is required. Recording conversations during such meetings gives you two advantages. First, you can enter all relevant data inside your CRM after the conversation is concluded (just like many Bitrix24 users do with automatic phone call recording option available inside our CRM). Second, should any conflicts arise, you can play the recording back and hear who said what during the visit.

7c993828124ec09dfc339fcc05e81bf7.png

Again, this option is not available to Bitrix24 users who are on the free plan. Your computer needs to have a camera (to take visitor photos) and a microphone (to record audio).

Most Popular
Managing Leads with Mobile CRM: A Guide to Staying Connected
Staying Ahead: Transforming Customer Relationships With Proactive CRM
Bitrix24 Spring 2024 Live Webinars
Enhancing Email Efficiency with Bitrix24 CoPilot Mail Assistant
Effortless Connections: Unleashing The Power Of Bitrix24's Client Communication Automation Rules
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
1 min read
Bitrix24 Wins Gold Badge at SoftwareReviews Knowledge Management
Bitrix24 Wins Gold Badge at SoftwareReviews Knowledge Management
2 min read
Partner Webinars This January
Partner Webinars This January
1 min read