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Help with generating leads (or equivalent) while hiding other CRM functions
Hello,

I am currently working on a cloud (hosted by Bitrix24) instance with a Standard license.

What I want to do is essentially to make a "communicate with us" type function that is easily found and used with minimum complexity for users.

Ideally it will work like this:

1)  Intranet, Extranet and ideally non-system users will have a way to create a "Send a Help Request" of some kind that will capture the variables and fields I need, things like drop-downs for type of request, date required, etc.

2)  It creates a task for one or more people based on this help request

I understand how to do this with CRM using leads.  So for example I can submit a new lead, and it will create a task for the user I want.  This is fine, but this is the ONLY CRM function we want people to see.  The problem I have with it right now is that:

1)  Its complicated and has multiple steps.  I don't want people to have to go into the CRM list and find the "add lead" function by themselves.  I'd like it to be linked right off of a user's main page.  Ideally I could create objects that are LIKE leads, but with different fields and a different name.  Better yet, some way to do this that doesn't use CRM at all.

2)  I don't see any way for non-authenticated users to do this - ideally we could allow unknown Internet users to generate these tickets/tasks for us somehow.  I can actually live without this requirement if absolutely necessary.  I do understand that I could set up my own web server and use the REST API to do this, but it adds a lot of complexity I would like to avoid, not to mention a different web server.  I also understand that creating system events based on an incoming e-mail may not be possible, although that would easily solve my problem if I could just create tasks with the full text of the emails whenever they come in.

Hopefully this is clear enough, and I apologize if this has already been documented but I have been trying to find documentation on this for some time and am not finding it.

I appreciate any time you may be able to spare to help me,

Mark Lachniet
Hi Mark,

By using a workflow in Bitrix24 you can easily hide all complexity and make sure your users will only see what they need.
The workflow (business process) can be started from the "workflows" menu, right with the other BP included in the cloud version by default.

It is also possible to offer access to non-authenticated users through a web form installed on ANY web site - no need for a new web server.
You can see an example here:
http://www.radsolucoes.com.br/en_us/contact-1

Please contact us for more details.
Thanks
Ronaldo
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Ronaldo Radünz

Bitrix24 Gold Partner
http://www.radsolucoes.com.br
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