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
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.
The Kanban view is a workflow visualization tool. Here you can see all deals and their statuses.
Use the Calendar view to evaluate your workload on a certain day.
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.
When you work on a deal, you need to move it through certain stages.
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.
In the Kanban view, you can move deals between stages easily by using drag & drop.
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.
You can use automation rules to streamline the client management process.
Click the Automation rules button to configure the automation rules.