In Bitrix24, leads represent potential customers. They can come from website inquiries, inbound calls, social media interactions, and more. Leads are initial client information that can help you close a deal.
Leads overview

There are many options for getting new customers. You can manually add leads, import a client database, and get new leads via email, phone, and social media.

Yes, you can create custom fields for any CRM item. To do this, go to CRM > Settings > Form and report settings > Custom Fields.
Custom fields in CRM

You can limit visibility for custom fields in CRM.
Limit custom fields visibility in CRM

Standard fields can only be hidden, not deleted.

Yes, custom fields are available on any Bitrix24 plan.
Bitrix24 pricing page

Yes, you can connect your mailbox to Bitrix24, and the system will automatically create CRM items from incoming emails.
Connect mailboxes to Bitrix24

Yes, you can use REST API or applications from the Market for this purpose.
Bitrix24 Market
Bitrix24 REST API documentation

The CRM section might be hidden. Click More at the bottom of the menu to reveal hidden sections.

Or, the CRM tool might be disabled under Bitrix24 settings > Tools.

Also, check CRM access permissions.
Access Permissions in CRM

Yes, configure currencies under CRM > Settings > CRM Settings > Start point > Currency.
Currencies in CRM

You can add unlimited items, but there are limits for CRM analytics reports and filters.
CRM Analytics limits

To move an item to the final stage, drag its form down. To display final stages in Kanban, create a filter by the Deal stage or Stage group field.

The reporting period is the time range for building analytical reports in CRM. It helps you track the items that employees worked on during this time.

A deal is considered as belonging to the reporting period if:

• It is added, edited, or closed during this time.
• It was closed earlier, but a new activity, such as a call or email, has been added to the deal form.
• It is still in progress and hasn't been closed yet.

Reporting period in CRM

Deals on hold have no activities within the reporting period, such as stage changes, completed activities (calls, emails, or meetings), or created invoices.

Customize invoice or estimate templates under CRM > Settings > CRM settings > Payment options > Payment systems.
Invoice (an old version) and estimate templates

A sales pipeline consists of stages in Kanban view to track and manage deals. Set stages under CRM > Settings > CRM settings > Start point > Statuses and dropdowns > Deal stages.
Sales pipelines

Change the customer name format under CRM > Settings > CRM settings > Other > Other Settings > Format.

Each item has its own responsible person assigned separately.

Yes, use the Duplicate control option to find and merge duplicates.
Duplicate Control

In Bitrix24, IDs are registered in sequence, so you'll have either all even or all odd numbers. This is designed for faster account operation. Currently, there's no way to change this.

In Bitrix24, you can create a CRM form to collect data from clients. Embed the form code on your website or send a direct link to the client. Once completed, the data will automatically appear in CRM.

You can create a CRM form under CRM > Add-ons > CRM Forms.
CRM forms

No, but you can use the callback option. Once a website visitor enters their phone number, the call goes to a sales agent. Also, you can create a CRM form with the standard Phone field. After completing the form, a sales agent can call the client from the CRM item form.
Website widget

Once a client submits their phone number through the callback form on your site, an agent receives an incoming call marked as Call back. If they answer, an outgoing call is made to the client.
Callback form

Yes, enable and configure the contact information form in Live Chat settings.
Contact information form in Live Chat

Import is available only in CSV format. Also, you can use Market apps for data migration.
Import to Bitrix24 CRM

To export data,

1. Go to the list of the items you want to export.
2. Click the gear (⚙️) button.
3. Select an export option.

Export CRM data

To import data,

1. Go to the list of the items you want to import.
2. Click the gear (⚙️) button.
3. Select Import and upload your file.

Import to Bitrix24 CRM

Contacts can be exported only if the Included in export option is enabled in the item form.
Export CRM data

Currently, there's no way to display the Phone or Email field in the list of deals. These fields appear only in the linked contact or company forms.

This option is not currently available.

Go to CRM > Settings > Access permissions > CRM to ensure a specific role provides export access. Also, switch to the List view, as in Kanban, for example, export is not available.

Import a file into contacts, then import the same file into deals, matching fields. Items will link automatically. Ensure contact data is grouped in one field when importing deals.
Import linked items into CRM