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show leads to members of sales group
Hi Yana,

thanks so much for your helpful reply-

I still have a question:
How do you associate particular CRM Entities with a department? (For example Departmnt X should only see Leads, Contacts and Deals relevant to their department). I want to be able for Admin to associate certain Elements with Departments.


As far as I can see, the roles can have these settings:
[LIST][*]Personal (does this mean only the contacts created by each individual, or can these Elements be assigned to each Department by admin?)[*]Personal & Departmental (does this mean only the contacts you or someone in your department created, or can they be assigned by admin?)[*]Personal, Departmental and subdepartmental (does this mean only the contacts you or someone in your department or subdepartment created, or can they be assigned by admin?)[*]All open (What does this mean?)[*]All
[/LIST]
I would be so greatful if you could give me a answer or useful work around.

Thanks for your help. I'm really getting into Bitrix24 now and I has some great feautures ....

kind regards,

Simon
show leads to members of sales group
How can you limit the Contacts or Leads that a specific Group can see?

For example, in my company we have different teams working for different client companies. The leads from thoses different companies should only be visible by the relevant Group. One Group should not be able to even see the Contacts of another Group.

I'd be really greatful if you you could point me in the right direction.

kind regards,

Simon
Embedded video
We are also extremely interested in embedding video, e.g. from Youtube and Vimeo, as you can do in facebook.
Is that what you mean, David?
It would be great if this was a media typre in custom fields ....
Problem Uploading Leads - all German Language letters (like Umlaut or sharp s) are missing!
Hi People,
I uploaded a bunch of leads containing special german letters like ö and ß.
Unfortunately, these letters wen't uploaded. In fact, all the text that came after them was not uploaded.
My Bitrix url is on the german domain - I may have been in the english language version when I uploaded.
Anyone else having these problems?

Please let me know if you had a work around for this.

Cheers,

Simon
CRM: Associating Leads with Companies, Functionality questiom
Hallo Everyone,

all of my Leads in the real world are associated with Companies.
Can anyone tell me how I associate my Leads with Companies in Bitrix24?

Thanks,

Simon
PS please don't suggest converting them to Contacts, because they simply are not Contacts yet.
Cannot exprort all contacts, I cannot export all contact records - are there any limitations for export
Hi Yana,
thanks for your swift answer.
so when you add a single contact, export is enabled.
I would suggest you enable "export" as default for contacts which are imported.
kind regards
Simon Sieverts
Cannot exprort all contacts, I cannot export all contact records - are there any limitations for export
Hapy New Year everyone! :-)

I have a follow-on question: Do each of my 800 contacts have to be marked individually, or is there a way of batch converting them export-ready?

kind regards
Simon
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