Bitrix24 Community

Support » Forum » Payton Banks
Select date in calendarSelect date in calendar

Pages: 1
Importing Deals: duplicates??, CRM Duplicate deals
Nazim,

Your post from 7/31/14 seems to address my "Import and Link" issue. How did you link Deals (for me a property lists of real estate) to contacts so the deal(s) populate within the contact data.

Thank you for your insight.

PB
payton.banks@gmail.com
Products in selection lists, Products, selection lists
In the interim can you suggest a way to for me to import mass list of properties (containing text detail only, no photos) that would at least a step in the right direction? For instance, I could import the property list into deals at the lowest level of a deal stage, then create owner information in the deal records. Wouldn't this then connect to matching leads/contacts/companies in the existing database?

In a perfect world I would have the contact or company (lead) screen and list the deals (real estate owned) by that contact or company. Then if and when a property becomes a real "deal" its designation would change and initiate the next business processes?

I am OK with a temporary solution until something more fluid comes along. I assume once data is within Bitrix I would be able to relabel or categorize in the future.


Under a temp solution should I make properties Deals or Leads? Or any category you think is best?

Thanks Yana

Love Bitrix so far!
Products in selection lists, Products, selection lists
Administrator,

I am a commercial real estate agent and I have just started with bitrix24, like it so far. Question how do I keep an inventory of properties? I first thought "cataloging" but this does not allow for mass importing. How can I import thousands of properties with details, photo and mapping ability. I also would like to be able to link them to their owners on import? Please tell me this is possible?

Be well, PB
Pages: 1
2,000,000+
organizations
are already using Bitrix24