Bitrix24Care

Sometimes you get private messages at your corporate email address or private calls to your work phone, and the information about them gets added to CRM automatically. But these calls or emails are not from customers, so they shouldn't get to CRM. In Bitrix24 you can solve this problem using Exceptions tool.

How to add a phone number or an email to exceptions

• Open CRM>Settings>Other>Exceptions.
  



• Click Add to list to add a new exception.

• Enter the phone number or email address that you want to add to exceptions. You can leave your comments by using a semi-colon. There's an instruction in the yellow box.

Done! Calls or emails from these phone numbers or email addresses won't be added to CRM anymore.

How to create a new exception from lead's card

You can add a lead to exceptions straight from lead's card.

Both email and phone number will be added to exceptions, and this lead will be deleted. New lead won't be created even if you get a call from this number. This is a really helpful feature if you're using Repeat Leads.

Adding to exceptions in "Telephony" section

Just click the link in Number Preferences section, and you will get to the exceptions list.