Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Messenger
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)
Bitrix24.Sign
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

Counters in CRM

Counters in CRM serve as reminders for activities. If you have an activity that requires your attention, the counter lights up. This keeps you informed on today's priorities and those that can be postponed until tomorrow.

This is the first article from the series about the work of counters in CRM. Read the others to learn more:

There are two main types of counters in CRM: Inbound and Planned.

If you want to see other employees' activities, access the additional counters by clicking More.


Planned activities

The Planned counter lights up for CRM entities that have overdue or pressing activities with a deadline of less than 15 minutes. This time period can be adjusted.
Personalize activity reminders in CRM

The counter displays the number of activities in the entity. For example, you have three deals in progress. Each of them has two upcoming activities. Thus, you will see the "6" value on the counter.

Learn more about the work of counters in CRM

When using the Activities view, there are two columns that can contain CRM entities with these counters:

  • Overdue: The deadline for the activities was yesterday or earlier.

  • Today: The deadline for the activities is today.

Learn more about the Activities view in Deals and Leads


Inbound activities

The counter shows that there are unprocessed incoming inquiries, such as:

  • an incoming or missed call,
  • an email message,
  • an incoming message in a chat with a client,
  • an order payment,
  • a new comment in a task (when you are responsible for it or the linked CRM item).

Inbound activities do not have deadlines. They will remain active until you complete the activities.

See these topics to learn more:


Employees' activities

These counters show the inbound and overdue activities of employees. They are visible only to users with access to other employees' CRM entities.

Learn more about access permissions in CRM

In brief

  • Counters are your reminders of activities in CRM. They light up if you have activities that require your attention.

  • There are two main types of counters: Inbound and Planned.

  • The Planned counter shows the CRM entities that have an overdue activity or have less than 15 minutes left before the deadline of an activity. The counter reflects the number of activities in the CRM entity.

  • The Inbound counter shows that there are unprocessed incoming activities. Such as an incoming or missed call, email, chat with a customer, order payment, or comment in a linked task.

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
Focus mode in CRM Counters in mobile CRM Add activities in mobile CRM Activities view in deals and leads Timeline in CRM entity form Process customer calls in CRM Universal activity in CRM Manage customer chats in CRM Add activities in CRM How counters work in CRM