Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Chats and Calls
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
Tasks and Projects
CRM
CoPilot - AI in Bitrix24
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
Bitrix24.Sign
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Mobile App
Desktop App
General questions
Bitrix24 On-Premise

Bitrix24Care

Recurring deals

In CRM, you can work with regular or recurring deals. Recurring deals are created automatically. You only need to specify the recurrence period.

Check if recurring deals are available on your plan. You can find all the information about Bitrix24 plans on the pricing page.

When adding a new deal, scroll down to the Repeat section. Select the time you want this deal to be repeated.

  • Regularly - you can set up any number of repetitions.

  • Only once - another deal will be created. There will be no more repeats.

If you want to repeat a deal Only once, specify when do you want to repeat it.

If you want to repeat a deal Regularly, specify the repeat interval. It is suitable for those companies that work with subscriptions for services or goods. CRM will create the deal as many times as needed.

Specify the Date started value for new deal and Date closed value for new deal and the number of iterations.

Save changes, and the recurring deal will be created.

You can view the recurring deal templates list by clicking the settings icon - Recurring deal templates.


In brief:

  • Recurring deals are created automatically.

  • They can be repeated any number of times or once.

  • You can find all recurring deals in the settings menu.
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The information is outdated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