Import solution preset

Author: Stacy Smith

Last update: November 18, 2024.

If you are looking for a preset CRM that will be ideal for your type of business, Bitrix24 Partner can send you a Bitrix24 account registration link with preset CRM settings.

After clicking the link provided by Bitrix24 Partner and creating your Bitrix24 account, you can import the solution preset. Go to Applications > Market.

Then, go to the Installed tab.

Select an app (solution preset) and click Configure.

Click Continue.

There will be a warning sign saying that all your CRM data will be deleted. If you have created your account and immediately proceeded to the solution preset import, you have nothing to worry about.

If you've decided to import the solution preset later and have already added leads and deals, you need to export them first > import solution preset > import leads and deals back.

The solution preset import will take some time. If everything is okay, you'll see the message saying that settings are successfully imported.

Let's check what has changed in our CRM after the solution preset had been imported. Go to the CRM section. For example, there are new deal stages and the new deal pipeline.

Let's try to add a new deal. You can see that the new deal form has been modified and contains new fields.

We strongly recommend reading the solution preset description carefully as different Bitrix24 plans get different sets of tools, fields, settings, etc.

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