View settings

Sort items by user name: Sort CRM items by the responsible user’s name instead of ID.

Product preferences

Allow adding new products outside the catalog: Add products in CRM without adding them to the product catalog.
Access permissions to product catalog

CRM item preferences

Make items available to everyone (default): Users with All open access can view all items.
Access Permissions in CRM

Default list view type: Choose List or Kanban for leads, deals, and invoices.
List view in CRM

Export detailed SKU's: Include product details when exporting leads and deals.
Export CRM data

Lead preferences

Enable repeat sales mode: Create repeat leads when clients contact you again after a lead is closed.
Repeat leads

Deal preferences

Update deal close date when the deal reaches final stage: Automatically set the completion date when a deal reaches the final stage.

Invoice preferences

Show Bitrix24 signature on the invoice view form: Display the Bitrix24 signature on old public invoices.

Show legacy invoices menu: Enable the old invoice interface.
New invoices in CRM

Auto generated entities

Auto create contacts, companies, deals, invoices and estimates: Automatically create contacts, companies, deals, invoices, or estimates if all required fields are filled.

Notification settings

Notify customers via: Choose a provider for sending messages in Sales Center scenarios.

Application settings

Check for required custom fields: Block external apps from running if required fields are missing.

Activity preferences

• Create calendar events for all calls: Turn off to stop creating events for calls.
  Disable showing CRM calls in calendar

• Save completed calls and meetings to calendar: Log activities in personal calendars.

• Save reassigned calls and meetings to calendar: Show events in both users’ calendars.

• Keep tasks when deleting CRM entities: Tasks remain even if the related item is deleted.

• Counter mode: Choose which notifications to receive.
  Counter modes in CRM

• Auto close activities when converting leads: Select which activities close automatically.

• Default list view: Show activities as a list or reports.

• Hide activity status on kanban tiles and list items: Control how long activity statuses remain visible.

Incoming email parameters

Mark messages as customer correspondence if sent from employees' emails: Label forwarded emails as customer emails.

This applies to the old Send&Save integration.

Outgoing email parameters

• Allow sending emails to any address: Send emails to any address from CRM forms.
  Select email recipients in CRM

• Create an entity when sending to non-CRM address: Create a lead or contact when emailing unknown addresses.

• Service code: Include or exclude the service code in emails.

• Add "Sent by Bitrix24" to signature: Add this signature to outgoing emails.
  Remove "Sent by Bitrix24" caption from outgoing email

Choose which events to log:

• Log export event
• Log view event
• Log lead delete events
• Log contact delete events
• Log company delete events
• Log deal delete events
• Record estimate deletion events

CRM History

Entity selection control

Show deprecated selection lists: Display old lists in settings. Using the Product catalog is recommended.
Product catalog in CRM

Format parameters

• Customer name format (for leads and contacts): Set how names appear for leads and contacts.
  Change contact name format

• "callto:" link format: Define how phone links work.

• Convert number to international format: Standardize phone numbers.

• Use simple format to show created on and modified on time: Show created and modified dates without exact time.

Address format preferences

Configure address display in general Bitrix24 settings.
Bitrix24 Settings: New single section

Duplicate control parameters

Choose which items to check for duplicates.
Duplicate Control

Recycle bin settings

Select which items move to the recycle bin after deletion.
CRM Recycle Bin