You can copy your CRM settings and import them to the other Bitrix24 account with the help of CRM solution presets.
When importing the configured Bitrix24 CRM to a Bitrix24 account, the following parameters will be deleted from this account's CRM and will be replaced with imported ones:
- Custom fields (excepting Bind To Information Block type), CRM entity form settings, deal pipelines, lead statuses, and deal stages.
- Workflows, automation rules, and triggers.
To transfer CRM settings, open the CRM you want to transfer > click the Configure button on the first stage of Kanban view, or click the cogwheel button > Solution presets.
Open the Export section.
Click Export and download the exported file.
Then open the other Bitrix24 CRM > click the cogwheel button > Import > upload the exported file.
Then click Continue to confirm the changes.
You'll see a notification when CRM settings are successfully imported, and you can start working with the configured Bitrix24 CRM.