Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Messenger
Start page: the Vibe
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
CoPilot - AI in Bitrix24
Tasks and Projects
CRM
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
e-Signature
e-Signature for HR
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Desktop App
General questions
Bitrix24 On-Premise
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Enter

Bitrix24Care

Add products to lead, deal, estimate and invoice forms

You can select products in lead, deal, estimate and invoice forms. This option will help you to remember the customer's choice, calculate the deal amount, and then collect analytics.


Products in the CRM form

Products are located in a separate tab.

There are the Add Product and Select Product buttons in the form.

Click the Add Product button to add another line to the product form, in which you can select an item.

The button Select product leads to the product catalog, where you can choose the desired items and add them to the form by double-clicking.

There are two settings buttons on the page. You can choose which fields to display in the products table, such as discount and tax.

When you click on the search bar, the last items you used will be displayed.

If you start typing in the product name, you will see the search results.

The table shows variants that each product has. You can specify what color, size, or other parameter the customer needs.

When you add products, specify quantities, discounts, and taxes, the total amount will be will be calculated automatically.

Save the changes. The amount will be displayed in the entity form.

Read also:

Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free
Related articles
CRM overview CRM modes Segment customer base in CRM Group actions in CRM Smart scripts in CRM Visit option in CRM