Bitrix24: Forum

Derek Leven User Posts: 2 Joined: 10/09/2013	#1 10/09/2013 15:43:37 Is it possible to automatically add products to a new LEAD generated from a business process? I have an existing lead and at a certain status a new Deal is created via a business process. However the products already associated with the lead do not get included in the new deal. Is there a way to automatically include these products when the deal is created?

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#2 10/09/2013 16:56:15 Hi Derek, Unfortunately, you cannot add products to deals (or leads, for that matter) using a Business process. We will put this feature suggestion to our Development department. Kind regards, Yana.

Derek Leven User Posts: 2 Joined: 10/09/2013	#3 10/09/2013 17:19:10 Ok Thanks Yana I look forward to seeing it at some point in the future Regards Derek

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#4 10/09/2013 17:28:56 Dear Derek, For more news update and feedback on Bitrix24 we also invite you to follow our Facebook page and Twitter Best regards, Yana.

Zubair Talib User Posts: 1 Joined: 02/24/2015	#5 02/24/2015 22:41:02 Just wanted to check back on this to see if this feature exists now? We require this capability.

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#6 02/25/2015 11:54:42 Hi Zubair, Not yet as the BPs module hasn't been updated much, we're working on some minor BP module updates now & may consider this option later. Thank you. Best, Yana.

Ray Han User Posts: 2 Joined: 07/09/2015	#7 07/10/2015 13:44:02 Is this feature added yet? i am trying to link different products to a lead

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#8 07/10/2015 19:00:04 Hi Ray! No, the BP logic hasn't been changed (we've added easy to launch workflow templates to the Activity Stream in our last release, but haven't updated the main module) Thansk for your vote on this option. Best, Yana.

Matthew Meekins User Posts: 1 Joined: 11/22/2016	#9 11/22/2016 14:12:23 Don't suppose this has been added as of yet has it? Regards, Matt

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#10 11/23/2016 11:36:57 Hi Matt, Not yet, unfortunately. Best, Yana.

Leonardo Rueda

User

Posts: 1 Joined: 07/15/2016

#11

02/14/2017 11:41:50

One of the major things Bitrix is lacking of, is integration of "products" into the CRM.

You basically have a lot of restrictions when using products

1. No Products in permission roles.
2. Can't use products in in BP
3. In CRM forms, if you use products you Can not specify a Quantity

4. In a Deal you can always fill the product field even if its not a registered product or if you don't have permission to add.

Please count my Vote for this issue too.

Yana Prokopets Administrator Posts: 4247 Joined: 09/20/2013	#12 03/24/2017 12:19:48 Hi Leonardo! Thanks for the feedback. Obviously, we have a set of features t consider for products section updates. Best, Yana.

Rafael Monge User Posts: 1 Joined: 06/13/2017	#13 06/28/2017 05:10:06 So sad, totally dissapointed about this, I also require {=Contact:HONIRIFIC} field from my Deal Entity to include it on my BP as well I require the Products from the CRM.

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