Each CRM item type includes standard fields. These fields are built into your account and cannot be deleted. This article explains the main standard fields and how to use them.
Some fields in this article are marked with an asterisk (*). You can configure these fields in Statuses and Dropdowns in CRM settings.
Statuses and dropdowns in CRM
Statuses and dropdowns in CRM
General fields
The following standard fields are available in different CRM items.
| Field | Description | CRM items |
|---|---|---|
| Name | The CRM item name. You can enter it manually or generate it automatically. | All |
| Stage * | The current stage of the CRM item. | Leads, deals, estimates, invoices |
| Amount and currency |
The total amount of selected products and the currency. You can set the default currency in CRM settings. Currencies in CRM |
Leads, deals, estimates, invoices |
| Client |
Lets you select a contact, a company, or both. Client field in CRM item form |
Leads, deals, estimates, invoices |
| Salutation * | Common titles you can use in marketing campaigns or documents. | Leads, contacts |
| Phone | The client's phone number. | Leads, contacts, companies |
| The client's email address. | Leads, contacts, companies | |
| Website | The client's website address. | Leads, contacts, companies |
| Messenger |
Filled in automatically when a client contacts you through an Open Channel. You can also enter the client ID or number manually, and the system will generate a messenger link. For example, to add a link to a client's Facebook page, copy the ID that comes after www.facebook.com/profile.php?id=.
|
Leads, contacts, companies |
| Source * | The channel where the client found your business. | All |
| Source information | Additional notes about the source. | All |
| ID | The automatically generated CRM item number. | All |
| Responsible person | The employee responsible for the CRM item and its result. For example, they communicate with the customer, check data accuracy, and complete follow-up actions. | All |
| Observers |
Employees who monitor work on the CRM item but are not responsible for the result. Observers in CRM |
All |
| Contact/Company type * |
Lets you select the client type:
|
Contacts and companies |
| Comment | Lets you add a comment that always stays in the CRM item form. | All except invoices |
| UTM parameters |
Part of the Sales Intelligence tool. They help track advertising campaign performance and website traffic. UTM parameters |
All |
| Sales Intelligence | Shows the customer journey. This field is filled in automatically when UTM parameters are used. | All |
| Products | The products the client wants to buy. | Leads, deals, estimates, invoices |
| Available to everyone | Controls access permissions for the item. When this option is enabled, employees with the All items marked as "Available to everyone" access level can view the item. If you select No, only employees from the same department as the responsible person can view the CRM item. | All |
| Your company details |
Your company information, such as company name, VAT ID, and address. Add company details |
Estimates, invoices |
| Location |
Used to calculate taxes and shipping correctly. Locations |
Estimates, invoices |
| Created on | The date and time when the CRM item was created. This field cannot be edited manually. | All |
| Modified on | The date and time when the CRM item was last updated. This field cannot be edited manually. | All |
| Created by | The user who created the CRM item. | All |
| Modified by | The last user who edited the CRM item. | All |
| Start date |
By default, this is the CRM item creation date. Unlike the Created on field, you can edit this date manually or update it with automation rules. Automation rules in CRM |
Deals, estimates |
| Last updated on | The date and time when the CRM item was last updated. The field updates automatically when a timeline comment is added, you receive an email or chat message, there is a call, or a reminder is triggered. | All |
| Last contact | The date of the most recent call, email, Open Channel inquiry, or CRM form submission. | All |
| End date / Finished on | The date automatically set to 7 days after the CRM item creation date. | Deals, estimates |
Leads
If a client contacts you for the first time, fill in the Last name and Name fields. If the client already exists in CRM, use the Client field instead.
You can also add:
- Address
- Birthdate
- Job title
Lead-specific fields
- Created on: The date and time when the lead was created.
- Modified on: The date and time when the lead fields were last updated.
- More about this stage: Notes about the current lead stage.
The Modified on field updates automatically when:
- A new timeline comment is added
- You receive an email
- A client contacts you through an Open Channel
- An employee replies in an Open Channel chat
- There is an incoming, missed, or completed call
- An automatic notification appears for a universal activity
Deals
The following fields are specific to deals:
- Deal type *: The deal category, such as sales or services.
- Probability: The probability of winning the deal shown as a percentage.
- Repeat: Shows whether the deal is recurring.
Recurring deals - Previous stage: The stage the deal was in before the current one. This field updates automatically when the deal stage changes.
Contacts
Add the client's name and contact information, such as a phone number and email address.
Contacts also include the Included in export field. You can export only contacts where this option is enabled.
Export CRM data
Companies
Add the company name and contact information, such as a phone number and email address.
Company-specific fields
- Industry *: The company industry, such as IT, entertainment, or government.
- Annual revenue: The company’s yearly income.
- Contact: A company employee selected from your contact list.
- Details: Company information such as name, address, and VAT ID.
- Employees *: The number of company employees.
- Banking details: The company’s banking information.
Invoices
The following fields are specific to invoices:
- Invoice date: The invoice creation date.
- Pay before: The payment due date. In the Deadlines view, invoices are grouped based on this field.
Deadlines view for Estimates and Invoices - Deal: The linked deal.
- Moved on: The date when the invoice stage changed.
- Moved by: The user who changed the invoice stage.
- Previous stage: The stage the invoice was in before the current one.
- Invoice #: The invoice number.
- Estimates: The linked estimate.
Estimates
The following fields are specific to estimates:
- Estimate #: The estimate number.
- Subject: The estimate title.
- Files: Lets you attach documents, agreements, and other files.
- Lead: The linked lead.
- Deal: The linked deal.
- Valid until: The estimate expiration date. In the Deadlines view, estimates are grouped based on this field.
Deadlines view for Estimates and Invoices - Contents: A short estimate description.
- Conditions: The estimate terms and conditions.
- Estimate closed: The final estimate stage.
Use standard Bitrix24 CRM fields to store customer, invoice, and estimate data. If you need additional fields, create custom ones.
Custom fields in CRM