Create CRM items from leads, deals, and estimates in Bitrix24.

Such CRM items are linked to each other. The link is displayed in the timeline. It is much faster and more convenient than creating new CRM items separately and linking them manually.

The process of creating a new CRM item from a lead is called a lead conversion. In this case, a lead is moved to the successful status and becomes converted (closed).

Leads overview

Convert a lead

Create CRM items based on a lead:

• Deal
• Deal + Contact
• Deal + Company
• Contact
• Company
• Contact + Company

Also, you can link a lead to an existing contact or company by tapping Select from list.

Create CRM items based on a deal:

• Estimate
• Invoice

Create CRM items based on an estimate:

• Deal
• Invoice

Web version

Mobile app

Create CRM items from source

To create a new CRM item:

1. Open a CRM item form.
2. Click on the blue button in the top right corner.
3. Select an item you need to create.

You can view the linked items in the Dependencies tab.

Create CRM entities from source

To create a new CRM item:

1. Open a CRM item form in the Details tab.
2. Tap on the + button in the bottom right corner.
3. Select the Create from source option.

Specify a CRM item you need to create. Then, you can access it from the Timeline tab.