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…
SIP connector is a software module that directs outgoing calls and make call forwarding from Bitrix24 to SIP PBX. The SIP connector works automatically with incoming calls and does not require any additional settings. To make outgoing calls and call forwarding,…
Automation rules and triggers in CRM help automate different work scenarios with customers. Automation rules perform routine actions: send emails and chat messages, set tasks, create documents. Triggers track customer actions and changes in CRM: viewing an email, paying an…
If you create a new deal pipeline and implement similar processes there, you don't need to set up automation from scratch. Just move or copy existing automation rules there. The following scenarios are available for copying and moving rules: between…
Add many products at once to Bitrix24 using the Product import option. This is valuable for the initial product catalog load. Follow the steps described below. Step 1. Prepare your import file Form a product data file in CSV format. To make the…
