Use custom fields to store additional customer information when standard fields are not enough. Create and customize fields to meet your business needs. For example, if your company delivers items, create fields for the delivery address, time, and order number.…

There are two types of workflows in Bitrix24: sequential and with statuses. A sequential workflow is a set of actions that are performed in order: each step starts only after the previous one. This type is suitable for simple workflows,…

Quick answer Go to the Applications - Market. Tap More in the right corner - Installed apps. Open the app, scroll the page to the bottom and tap Add Review.   Detailed answer In Bitrix24, you can rate and leave…

When creating and sending email campaigns in the Marketing section, you may face the issues because of your browser extensions and ad blockers, like Adblock Plus, Ghostery, and others. This article will show you how to disable extensions in these…

A sales plan can help you to maximize your team's efficiency and boost your revenue. Using this document, you can improve your sales strategy and explain your success to stakeholders. From this article, you'll get to know how to compose…

The quick access button is available in Tasks, CRM and Profile sections. It is used to collapse a task or a deal form and then open it again via the quick access page bar. How to use the quick access…

Group actions in CRM allow you to work with several entities at the same time: convert leads into deals, change the responsible person in several forms or launch an email campaign. To perform a group action: Switch to the List…

Triggers track customer actions and changes in CRM: viewing an email, paying an invoice, changing the value of fields in a form. When the specified action occurs, the trigger moves the CRM entity to another stage. Triggers in CRM  …

From February 5, 2024 Viber has updated the conditions of creating a chatbot. Now it can be connected only for a fee. If you created a chatbot before this date, it will work under the old conditions. New terms and…