When a returning customer contacts you again, Bitrix24 creates a new lead or deal and marks it as a repeat.

A lead linked to an existing contact or company is always treated as a repeat sale.

Repeat leads are created for all completed leads, whether they were successful or not. You can exclude specific contacts so the system does not create repeat leads for them.
Exceptions

If you convert repeat leads into deals and none of those deals are successful, they are treated as repeat inquiries.

When a customer completes a purchase, the deal is marked as successful. Any future deals with this customer are marked as repeat deals.

Find repeat deals and leads

Use the following fields in the deal filter: New deal, Repeat deal, and Repeat inquiry fields. Add these fields to the filter to find the items you need.

You can also use automation rules that apply only to repeat deals or leads. Set the condition: Repeat deal - equal to - Yes.

Automation rules can move repeat deals to another stage, start workflows, and more.

Disable repeat leads creation

If you do not want to create repeat leads, turn off repeat sales mode in CRM settings.

1. Go to CRM > Settings > CRM settings > Other > Other settings.
2. Disable the Enable repeat sales mode option.

After that, Bitrix24 will keep the customer’s communication history without creating a new lead. All activities will be saved in the contact or company record.

When a returning customer contacts you again, Bitrix24 creates a new lead or deal and marks it as repeat. Any lead linked to an existing contact or company is treated as a repeat sale.

If you convert repeat leads into deals and none of those deals are won, all of them are treated as repeat inquiries.

When a customer completes a purchase, the deal is marked as won. All future deals for this customer are marked as repeat deals.