Contacts, companies, deals and quotes are tightly connected to each other within the sales cycle. As you know Bitrix24 allows you to convert a lead into contact+company+deal at the same time. Conversely, it may be that the same contact is affiliated to several companies or one company is represented by several contacts. In the last case a deal can be made with several contacts connected to the same company. Let’s see how multiple connections can be set in Bitrix24 CRM:
Contact to Multiple Companies connection
Open a new contact form and find “company” field:
You can either create a new company for this contact or select one of the existing companies (created before). If you choose to create a new company - a new company form will be automatically opened in a new browser tab – fill and save the form. It is important to know that you can select multiple companies for the same contact and navigate between them with the help of side arrows.
You will also see the number of connected companies in the “company” field of the blue contact form preview, and will be able to switch between companies with the help of similar side arrows.
The detailed information about the connected companies will be shown under “Companies” section below the contact’s form. On the contrary, you will find the contact connection at each company’s form.
Company to multiple contacts connection
This connection works similarly to the scenario described above (Contact to Multiple Companies connection).
Deal to one company and multiple contacts connection
For example, you have a company with multiple contacts connected
When you will create a new deal for this company, all contacts connected to this company will be attached automatically. You will be able to exclude contacts form the deal if needed. Important: the system will remember your choice and next time you will create a deal for this company contacts selected last time will be added by default.
Quote to one company and multiple contacts connection
This connection works similarly to the scenario described above (Deal to one company and multiple contacts connection).