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Bitrix24Care

Deals overview

Deal is the result of working with a client and the main goal of any business.

In Bitrix24, deals can be converted into quotes or invoices.

How to work with deals

First of all, you need to add new deals. Read more in these articles - Convert leads (generate new CRM records) and Add a new deal.

Click CRM > Deals:

Select the view that you feel comfortable with - Kanban, calendar or list.

The List view is just a table view. The main advantage of this view is that you can apply group actions to deals.

For example, you can change the responsible person for all deals.

Read more about the list view in the article - List view in CRM.

The Kanban view is a workflow visualization tool. Here you can see all deals and their statuses.

Read more in the article - Kanban View In Bitrix24 CRM.

Use the Calendar view to evaluate your workload on a certain day.

Read more in the article - Calendar view for leads and deals.

If you click on a deal name in the list, Kanban or calendar view, its form with all available information about this deal will be opened.

Read more in the article - CRM elements form.

Deal stages

When you work on a deal, you need to move it through certain stages.

Read more about configuring deal stages in the article - Statuses and dropdowns (selection lists).

You can change the deal stage when using the list view by clicking the corresponding deal stage.

If you need to change the deal stage for several deals, select these deals > click Select action > Set stage.

Read more in the article - Group actions in CRM.

In the Kanban view, you can move deals between stages easily by using drag & drop.

Counters

When you have lots of deals in progress, it's easy to forget about a deal or a planned call.

Special counters will remind you about deals with overdue activities or without any planned activities.

If you don't want deals without activities to be included in menu counters, go to the CRM > Settings > Other > Other Settings > disable the Include deals and leads without activities in menu counters option.

Automation rules

You can use automation rules to streamline the client management process.

Click the Automation rules button to configure the automation rules.

Read more in the article - CRM Automation rules.
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