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CRM Activities

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You can find a list of all CRM activities you're involved in at CRM < Activities:



Each activity has it own preview card for easier list navigation. 

Filter & search located above the list. List Setting is in the left top corner above activities. You can also switch between List & Report views with the help of right top options. 



Add new activities with the help of Add blue tab on the right: you can add task, email, meeting, call, call list or visit.



Activities list can be configured same way as any other list in Bitrix24 - via List Settings.  Here you can add list columns, revert to the Default list view or Apply List View For All Account Users



Filter located above the list, allows to filter activities by type, responsible user, status, deadline, etc. To add fields to the filter use Add field option:



You can use both filter & keywords to optimize search results:



Activities section has 2 Views:
  • List
  • Reports
Activities analytical report reflects statistics on Customer Satisfaction, sales Requests Processing, etc. 



Each report widgets can be configured by various parameters - such as report period, grouping, category, etc. via Report Settings.

Activities Access Permissions

You cannot set access permissions for activities - calls, emails, meetings, tasks, etc.  - separately. The CRM access permissions can be configured under CRM > Settings > Permissions > Access Permissions - and are set for each CRM record type. For example: you can configure user access for leads & all activities associated with them. In order to narrow user's access to leads you should use available parameters - personal, personal & department, all or access denied. More about CRM access permissions here

Another example: if user's access for leads is configured as read=all, when other actions = access denied. In this case  user will be able to see all activities available for leads, but won't be able to perform any actions with them - add, edit or delete. In other words, if user's access for leads is set as view only, then access for leads activities will be view only as well. 

If you need to grant your sales agent access to  sales activities, it means you need to configure access for CRM record type - lead, contact, company, etc. 


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