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Companies

Company is a CRM element that contains detailed information about a company. The company can be your client, a supplier or a partner.

Keep your suppliers data in the Companies section, so you have all your collaboration history in one place. If you work in the b2b sector, all your clients should be in the same section.

Company list

Go to the CRM > Customers > Companies section.

The list of companies contains basic information.

You can also set up the information you want to see in the list of companies.

Read more about lists in the article List view in CRM

You can use the search bar to find the company you need by name, phone number, e-mail address or field of activity.

Read more in the article - Search in Bitrix24 CRM.

Click the cogwheel button to import/export companies or start the duplicate control.

Read more about Import to Bitrix24 CRM, Export CRM data and Duplicate Control.

To see the total number of companies, click the Show quantity option at the bottom of the page.

How to work with companies

Click the Add button to create a new company and specify all information in the form.

Read more in the article Add a new company to CRM.

Click on any company name to open its form. The company form consists of two parts: the information about the company and the connection to other CRM elements and scheduled cases. You can also save company details and an invoice for payment to this client.

Available actions

Open the actions menu to view, edit, copy, delete a company.

You can also select several companies and then select an action that will be applied to these companies.


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