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CRM History

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Bitrix24 Free plan allows small team of 12 users to try & use Bitrix24 basic CRM features for free without any time limit. The basic CRM set includes leads, contacts, companies, deals, quotes & invoices and main actions with them. Though several actions & sections of the CRM are available in Advanced CRM only, such is a CRM History. Advanced CRM is available for all commercial plans – Bitrix24 Plus, Standard and Professional.

 

Bitrix24 Advanced CRM shows the history of changes - i.e. who accessed or changed CRM entry - and you will be able to restore previous values, if necessary. Here is a list of actions shown under History: 

  • New fields added to CRM records form
  • CRM record’s field value change
  • CRM record status change
  • View
  • Export
  • Activities created (tasks, meetings, calls)
  • Activities status change
  • Products added

The History can help you to track sales managers activities or restore some data, i.e. when user has accidentally deleted contact phone number, etc. 

Call Activities & Call Logs 

Call activities are shown both under CRM History & Activities (use Filter type = calls to view calls separately from other activities). Besides that you can find detailed call logs & recordings under Telephony > Balance & Statistics > Itemized Bill (read more about Call Logs).

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Access to technical support specialists requires commercial plan subscription and is not available to free account users. Free accounts are limited to self-support resources such as product manuals, helpdesk articles, video tutorials, and free webinars. Technical assistance, training, setup, customization and other value added services can also be purchased directly from local Bitrix24 partners