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…
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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…
A sales pipeline, or a deal pipeline, is a set of stages in the Kanban view that help you track and manage deals. Pipelines are great for organizing different areas of your business, like separating B2B and B2C sales. Also,…
Quick answer Download the desktop application on the Bitrix24 website. The application is available for different operating systems. Download desktop app macOS. Double-click the application icon and move it to the Applications folder. Confirm that you want to open the application…
Your Bitrix24 may store important information like employee and customer personal details, financial records, and legal documents. Protect this data from scammers pretending to be Bitrix24 partners. If you need help in setting up your Bitrix24, here is how to…
SPA (Smart Process Automation) is a tool that allows you to create custom CRM entities and implement various scenarios. Use SPA data in Microsoft Power BI reports. To transfer it, you need to know its unique identifier. In this article,…
Automation rules and triggers in CRM help automate different work scenarios. Automation rules perform routine actions such as sending emails and chat messages, setting tasks, creating documents. Triggers track customer actions and changes in CRM, for example, viewing an email, paying an…
