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CRM Business Processes overview

Business processes, also called workflow, are a series of actions that are carried out by the system and/or users so that operations are standardized and carried out with monitoring.

Common actions in a business process include: approvals, sending notifications, changing some information in a Lead record, or setting a task to be performed relating to the Lead or other object. Creating these workflows takes a little know-how, but NO coding skills.

Business Processes are designed in the CRM > Settings > Automation > Business Processes section. Each CRM object (or Contact, Company, and Deal) has its own set of BPs.

Three standard business processes for the CRM are included standard: Process lead, Contact processing and Web store deal.

Check if this tool is available on your plan. You can find all the information about Bitrix24 plans on the pricing page.
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