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Bitrix24Care

95% of your «Bitrix24» questions are already answered. Please browse through the topics here for answers to common problems.

Andrey Glushkov
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Sales Intelligence in Bitrix24
Sites access permissions
Filters in CRM elements cards
Documents in CRM: Access permissions
Call tracking: SIP PBX numbers
Open channels: limit on the number of unclosed conversations
Connect your online store to the Sales Intelligence
Ad cost analysis in Bitrix24 Sales Intelligence
Call Tracking
Check call tracking support
Sales Intelligence Settings
Add the Facebook pixel to a website
Didn't receive a verification code
How to start?
Getting Started
How to add new users to Bitrix24
What's Bitrix24?
How to work with Bitrix24 main menu
Activity Stream
How to use the activity stream
Send messages from the Activity Stream
Appreciation badges & announcements
Polls
Favorites & Default Filters In Activity Stream
Create Activity Stream posts and tasks from email
Views in Bitrix24 Activity Stream
Add Email recipients to Activity Stream posts
Chat to Task and Send Chat Messages to the Activity Stream
Smart Search & Filters For the Activity Stream
Record video & share it with your team
Company Pulse
Create and post files in the Activity Stream
How to use BBCode tags
Emoji in Bitrix24
Activity Stream settings
Smart follow mode
Customize Bitrix24 Theme
Apply menu changes to all account users
Hide tasks from the Activity Stream
Tasks
Efficiency
Tasks Efficiency
Involvement
Team load or Involvement in tasks
Tasks Reports
Tasks Reports Overview
Employee Workload Planning
Standard Reports in the Tasks
Working With Tasks
Create a task
Working with tasks
Gantt Chart
Tasks automation rules
Task Planner
Kanban for tasks & projects
Tasks templates
Create Activity Stream posts and tasks from email
Task Time Tracking
Task Dependencies
Import tasks list
Custom fields for tasks
Export tasks
Filters & Smart Search For Tasks
Subtasks
Supervising tasks
Tasks recycle bin
Additional tasks features
Task reminders
Tags in tasks
Chat to Task and Send Chat Messages to the Activity Stream
Group actions with tasks
Email tasks to external users
Checklists in tasks
Set up tasks between different Bitrix24 accounts
Convert an Activity Stream post to a task
Chats and Desktop App
Chats
General Public chat
Paste images from the clipboard
Private group chat
Receive email notifications
Add emoji to Bitrix24 chat
Bitrix24 Messenger Overview (chats, voice & video calls)
Chat to Task and Send Chat Messages to the Activity Stream
Giphy chat bot
Workgroup chat
Chat Statuses
Public chats
Create calendar event from chat
CRMBot
Send messages to yourself
Chat with users of different Bitrix24 accounts
How to use BBCode tags
Video calls
Emoji in Bitrix24
Desktop app help
Desktop app troubleshooting & help
Multiple accounts in Bitrix24 Desktop app
How to update Bitrix24 Desktop app
HD video conferencing with screen sharing
Send desktop app logs to Helpdesk
Delete Bitrix24 Desktop app on MacOs
Important! Desktop app: Windows XP is not supported anymore
Internal calls between employees
Workgroups
Extranet
External users in workgroups ( Extranet )
Move employees to Extranet
Extranet workgroup calendar
Projects & workgroups in Bitrix24
Workgroup Lists
Workgroup tasks
Workgroup access permissions
Workgroups & CRM
Wiki overview
Workgroup chat
Delete a workgroup/Move a workgroup to archive
Workgroup notifications
Workgroup with dismissed owner
Categorize workgroups by tags
Manage all account workgroups
Calendars
My Calendar
Connect Google calendar
Add a new event to a calendar
Connect Outlook to Bitrix24 calendar
Connect external calendar (CalDav)
Synchronize Bitrix24 calendar with Android device
Configure favorite calendars
Connect Mac Calendar to Bitrix24
Give access to my Bitrix24 calendar to other users
Fix Bitrix24 Android app sync issues
Create calendar event from chat
Company Calendar
Company calendar
Bitrix24 Drive
Company Drive
Company Drive Overview
"View documents using Office 365" option is not available
Get internal and public links (share files and folders)
Map Bitrix24 Drive as a network drive in Windows
Business Processes for Document Approval
Document collaboration
Recycle bin
My Drive
My Drive Overview
"View documents using Office 365" option is not available
Synchronization problem notification
Bitrix24 Drive synchronization
Create and edit files in Bitrix24
Get internal and public links (share files and folders)
Integration with Office 365, Google Docs, MS Office Online
Drive, Files & Folders Access Permissions
Map Bitrix24 Drive as a network drive in Windows
My Cloud Storage
Download from external Drive
Disconnect Google Drive, Dropbox, Box, Yandex Disk from Bitrix24
File Revision History
Restore deleted files
Drive Cleanup
Document Lock & Disable Public Links
Recycle bin
Edit documents in Office 365: authorization error
File conversion failed
Webmail
Mailbox integration
Webmail in Bitrix24
How to send emails from CRM
Email templates in Bitrix24 CRM
Use SMTP server to send emails
Webmail in Bitrix24: Important features
View email headers (RFC headers)
Manage mailboxes connected via Yandex.Mail
CRM Email Integration (Send&Save)
Didn't receive a verification code
CRM
CRM Stream
CRM Stream Overview
Activities
CRM Activities
How to send emails from CRM
Automatic Dialer
Access permissions to activities
Leads
Kanban View In Bitrix24 CRM
How to work with leads
Statuses and dropdowns (selection lists)
Book a resource
Filters in CRM elements cards
CRM elements form
Configure required fields for each stage
Convert leads (generate new CRM records)
Report view for leads (analytical dashboards)
Address on Google Maps for Bitrix24 CRM
Repeat leads
Calendar view for leads and deals
"Client" field in lead/deal forms
Exceptions list
CRM counters
Work with regular customers without creating repeat leads
Funnels in analytical reports
Switch CRM mode
Observers in leads and deals
Configure fields in CRM elements forms
CRM Recycle Bin
Contacts
Contacts
Add new contacts
Statuses and dropdowns (selection lists)
Filters in CRM elements cards
CRM elements form
Multiple connections between companies & contacts
Configure fields in CRM elements forms
CRM Recycle Bin
Companies
Statuses and dropdowns (selection lists)
Filters in CRM elements cards
CRM elements form
Multiple connections between companies & contacts
Add a new company to CRM
Import companies details
CRM Recycle Bin
Deals
Repeat deals
Repeat deals and inquiries
Kanban View In Bitrix24 CRM
Statuses and dropdowns (selection lists)
Book a resource
Multiple Pipelines and Sales Funnels in Bitrix24 CRM
Filters in CRM elements cards
CRM elements form
Configure required fields for each stage
Recurring deals
Add a new deal
Deals dashboards
Move deals between pipelines
Calendar view for leads and deals
Sales Boost
"Client" field in lead/deal forms
CRM counters
Generate quotes & invoices from deals
Funnels in analytical reports
Observers in leads and deals
Configure fields in CRM elements forms
CRM Recycle Bin
Documents in CRM
Documents in CRM
Documents templates
Documents auto numbering
Documents in CRM: Access permissions
Custom fields in documents templates
Modify symbolic codes in documents templates
History
CRM History
My CRM data is lost
Quotes
How to create a quote
Statuses and dropdowns (selection lists)
Invoices
Invoices
How to create an invoice
Statuses and dropdowns (selection lists)
Recurring Invoices
Client's address in the invoice
Invoice analytical reports (dashboards)
Online Payment Options
Products
Products
Add custom product properties
Product import
Access to product catalog
Actions with product catalog list
Reports
Reports wizard
Sales Funnel
Multiple Pipelines and Sales Funnels in Bitrix24 CRM
Sales funnel
CRM web forms
CRM web forms
Add a new CRM web form
Working with CRM web form's code
Website widget
Website widget: chat, web form and callback
Lead capture form for your website
Callback form - how to configure & how it works
Use Bitrix24 website widget for WIX
Website widget: advanced settings
CRM for service providers
Book a resource
Calendar view for leads and deals
CRM web forms and booking resources
CRM Start
CRM overview
Sales Targets
Start CRM
CRM modes (simple and classic)
CRM Settings
CRM Access Permissions
Access Permissions in CRM
Cannot access call recordings
Access permissions to activities
CRM workflows
CRM Automation Rules And Triggers
Webhooks
Auto-response and follow-up CRM email workflow
Typical mistakes in business processes creation
Assign Leads Automatically using a Business Process
Closed won deals business process
CRM Business Processes overview
Business process autorun when added option
Automation Rules tips
Currencies, taxes, locations and units of measurement
Currencies in CRM
Taxes in CRM
Locations
Units of measurement
Custom fields
Statuses and dropdowns (selection lists)
Custom fields & forms in CRM records
Custom fields in CRM dashboards (analytical reports)
Duplicate control
Duplicate Control
Email integration
Mailbox integration
Webmail in Bitrix24
How to send emails from CRM
Email templates in Bitrix24 CRM
Remove Powered by Bitrix24 signature from email
Filters & Views
Filters in CRM elements cards
Filters in CRM
List view in CRM
Search in Bitrix24 CRM
Import & Export
Import to Bitrix24 CRM
Export CRM data
Integration
Twilio integration
Other settings
Other settings
CRM Cleanup
How to switch to a new CRM slider panel
Payment details settings
My Company Details
Contact or company details templates
Payment systems
PayPal Configuration
Sales Intelligence (beta)
Start
Sales Intelligence in Bitrix24
Call Tracking
Configure sales intelligence
Connect traffic sources
Assign phone numbers and email addresses to traffic sources
Swap email addresses or phone numbers on the website
Call tracking: SIP PBX numbers
Connect your online store to the Sales Intelligence
Check call tracking support
Sales Intelligence Settings
Connect traffic sources
Connect the Facebook Page to the Sales Intelligence
Connect the Instagram Account to the Sales Intelligence
Connect offline traffic sources to the Sales Intelligence
Ad cost analysis in Bitrix24 Sales Intelligence
Sales Intelligence analytical reports
CRM Marketing
Start
CRM Marketing Overview
CRM Marketing Access Permissions
Campaigns
Types of Campaigns
How to avoid sending messages to invalid or non-existent email addresses
Sales Boost
Sales Boost
Segments
Create a new Segment
My Templates
Create new marketing campaign template
Settings
Limit on outgoing emails
Preventing Spam
Employees
Employees
How to add new users to Bitrix24
Bitrix24 user access levels
Dismiss users
Employees list
Change the first administrator
Synchronize Bitrix24 users details with Android device
Bitrix24 Contacts synchronization with iOS
Change the administrator if the former administrator is dismissed
Company Structure
Give user administrator rights
Company Structure overview
Departments in Bitrix24
Lists
Records Management Overview - Lists
Enable workflows in lists
Sites
How to create sites
Create your site in Bitrix24.Sites
Create your multi-page website
Add Open channels website widget to Bitrix24.Sites website
Add CRM web form to your website
Graphics editor in Bitrix24.Sites
Add Google Maps block to your website
Unpublish and delete sites
Create a multi-language site
Add blocks to all pages
Sites settings
Website and page settings
Animation in Bitrix24.Sites
Sites access permissions
UTM parameters
Connect your website to Google Analytics
Add custom CSS to a website or online store
Install Google Tag Manager container
Connect your Bitrix24.Sites website or Bitrix24 Online Store to your own domain
Add your website to Google
Add your website to Bing
Customize phrases used in the website widget
Add the Facebook pixel to a website
Website widget: advanced settings
How to use header tags
Bitrix24.Sites
Bitrix24.Sites Terms of Use
Online Store (beta)
Orders
Create an order in CRM
Place an order on the website
Commercial catalog
Add products to the commercial catalog
Add catalog to Bitrix24 Online Store page
Catalog settings
Create a detailed product page
Import products from Instagram to Online Store
Online Store settings
Configure order and delivery statuses
Create a delivery service
Add a payment system
Connect your Bitrix24.Sites website or Bitrix24 Online Store to your own domain
Add your website to Google
How to create an online store in Bitrix24
Time and Reports
Absence chart
Working with Absence chart
Worktime
Work time & work reports employee guide
Switch on / off Clock (Worktime)
Worktime Summary
Work reports
Work time & work reports employee guide
Work Reports
Meetings & Briefings
Meetings & Briefings overview
Applications
For developers
Bitrix24 REST API
Marketplace apps support
Plivo app for Bitrix24
Knowledge Base App
Get Bitrix24 marketplace apps support
Freshbooks integration
Update, delete or set access for Marketplace apps
Mind Map integration
Contact Center
Connect Open Channels
Website widget
Website widget: chat, web form and callback
Use Bitrix24 website widget for WIX
Website widget: advanced settings
Facebook Lead Ads
Facebook Lead Ads integration
Live Chat
Connect Bitrix24 Live Chat
Viber
Connect Viber
Telegram
Connect Telegram bot
Facebook
Facebook: connect messages
Facebook: connect comments
Instagram
Connect Instagram Business account
Bitrix24.Network
Connect Bitrix24.Network
Microsoft Bot Framework
Connect Skype, Slack, Kik, Twilio, GroupMe, SMS, email, etc. to Bitrix24 via Microsoft Bot Framework
Connect Open Channels
Chat list
Chat list
Open Channels: Quality Assessment
Chat statistics
Chat statistics
Open Channels Settings
Open Channel Settings
Open channels: limit on the number of unclosed conversations
Canned Responses
Open Channels: Quality Assessment
Open Channels Access Permissions
Open channels: how does the queue work
Contact Center
Open Channels
Manage Open Channels
Open Channel Settings
Connect Open Channels
Canned Responses
Live Chat
Website widget: chat, web form and callback
Connect Bitrix24 Live Chat
Lead capture form for your website
Use Bitrix24 website widget for WIX
Viber
Connect Viber
Telegram
Connect Telegram bot
Facebook
Facebook: connect messages
Facebook: connect comments
Instagram
Connect Instagram Business account
Bitrix24.Network
Connect Bitrix24.Network
Microsoft Bot Framework
Connect Skype, Slack, Kik, Twilio, GroupMe, SMS, email, etc. to Bitrix24 via Microsoft Bot Framework
Open Channels Statistics
Chat list
Open Channels: Quality Assessment
Access Permissions For Open Channels
Open Channels Access Permissions
Connect Open Channels
Chat statistics
Telephony
Connection
Rent phone number
Rent a number in Bitrix24
Rent a toll-free number
Disconnect the rented number
Rent a number: FAQ
Connect your PBX
Connect office PBX
Connect cloud hosted PBX
Connect SIP PBX using REST API
What is SIP connector?
SIP PBX: FAQ
Record Calls
Record calls
Where and how long are call recordings stored?
Record calls: FAQ
Call Forwarding
Configure call forwarding
Change forward-to number in SIP PBX connection
Unconditional call forwarding
Connect own number option is unavailable
Make outgoing calls using Bitrix24 Telephony
Telephony options overview
Tech requirements for Telephony module
Call transcription
Test call with zero balance
Numbers settings
Active Call form
Call errors
Outgoing calls: FAQ
Balance & Statistics
Telephony balance
Call details
Export call details
Telephony charges
Add telephony credits
Low telephony balance notification
View call logs
Telephony Users
Extension numbers for employees
Specify a number for outgoing calls for a user
Groups (queues)
Call interception
Queue groups
Sip Phones
Zoiper softphone configuration for Android
Sip phones settings
What SIP Phones can I use with Bitrix24?
Sip Phones connection issues
Access Permissions
Bitrix24 Telephony Access Permissions
Configure IVR
Voice menu (IVR)
Telephony Settings
Telephony Settings
Check connection quality
Call interception
Advanced Telephony
Telephony & CRM integration
Outgoing calls - numbers starting at 8
Time Settings for phone numbers
Blacklist
Workflows
Workflows in Bitrix24
Working with workflows
Limitations on workflows initialization
My Requests
Workflow section description
Workflows in Activity Stream
Add a new workflow field
Workflow preferences
General requests & workflows configuration
Leave approval
Workflows overview
Edit configured workflow
Purchase requests
Expense Report
Business trip
Delete workflows
Add files to a Leave Approval workflow
Import and Export Workflows templates
Business processes templates parameters
Business processes configuration
Actions
Document Processing workflow actions
Visual Modeler
Using expressions in activity parameters
Other actions in business processes
Insert Value Form
Actions in business processes
Interactive Settings
Constructions
My actions in business processes
Using Macros in Expressions
Types
Types of Business Processes
Setting the Template Parameters
Status Driven Business Process Template
Sequential Business Process Template
Subscription
Upgrade
Advantages of commercial Bitrix24 Cloud plans
How much does Bitrix24 cost
Invoices & Payment Confirmations
Countries Where Bitrix Products Can Be Purchased
Upgrades and Downgrades
Supported Currencies
Purchase Through Local Reseller
Processing Errors (Failed Transaction)
How is Bitrix24 licensed
Apply promo code (coupon)
How to buy a commercial subscription
Value Added Tax Issues (VAT Charges)
Update Billing Info
Discounts and Special Offers
Supported Payment Methods
What happens to my Bitrix24 if I stop using it
Automatic Renewals & Balance Top-Up
Credit the amount already paid toward the next purchase
Refund policy
Grace period for cloud accounts
Change Billing Cycle
Is Bitrix24 Cloud a free service?
Telephony fees & payments
Telephony charges
SIP-Connector Subscription
Add telephony credits
Business Tools
Business tools
Why Bitrix24 Standard Plan Is The Most Popular One
Get Unlimited Capabilities With Bitrix24 Professional Plan
My Bitrix24 Plan
Delete \ Cancel My Bitrix24
Free 30-Day Trial
Unlimited communications
Subscription Cancellation
Data backup
Advanced Telephony
Bitrix24.Vacation subscription option
What happens to data in Bitrix24 if you stop paying
Purchase History
Invoices & Payment Confirmations
Terms of service
Mobile App
Mobile app features
CRM in Bitrix24 Mobile app
Tasks in Bitrix24 Mobile app
Enable push notifications
Log in to Bitrix24 Desktop app and Bitrix24 Mobile app
Fix Bitrix24 Android app sync issues
Settings
Settings Page
Bitrix24 Settings Page
Change default Bitrix24 account name (address)
Customize Bitrix24 Theme
Change interface language
Apply menu changes to all account users
Add own logo
Migration between various Bitrix24 zones
Firewall configuration
Bitrix24 and GDPR compliance
Event log
Access log
General questions
Authorization
Login problems
Log in to Bitrix24 Desktop app and Bitrix24 Mobile app
Change my Bitrix24 login or password
Password recovery
Bitrix24.Network
Quick Registration Options
How To Create A New Account From Bitrix24 Network
OTP (one time password)
Log in using social networks
How to register & confirm an email address
Change the first administrator
What is Bitrix24 login
"We cannot find this user" error
Change the administrator if the former administrator is dismissed
Set up a two-step authentication for a new phone
Cannot log in using social networks
Search
Search in Bitrix24 Intranet
Notifications
Receive email notifications
Report Spam
Report spam \ unsolicited messages
Bitrix24 On-Premise
Editions and prices
Bitrix24 On-Premise editions comparison
Difference between Cloud & Self-hosted (on premise)
User packs
Buy/upgrade Bitrix24 On-premise
Active Bitrix24 On-Premise subscription
How is Bitrix24 licensed
Renew subscription for Bitrix24 On-Premise
Place an order for Bitrix24 On-Premise
Purchase Telephony for Bitrix24 On-Premise
Data migration
Migration to Bitrix24 On-Premise
Restore your Bitrix24 from the backup (On-Premise)
Technical Questions
Install new modules in Bitrix24 On-Premise
Technical support for Bitrix24 On-Premise
Control panel in Bitrix24 self-hosted
Bitrix Virtual Appliance Update
Merging The Bitrix24 CRM And The Helpdesk
Bitrix24 Self-hosted Customization For Project Management
Menu customization (Self-hosted)
Integration with MS Sharepoint lists
Bitrix24 On-Premise technical requirements
Bitrix24 On-Premise with an expired maintenance subscription
Difference between Cloud & Self-hosted (on premise)

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