Bitrix24Care

Client field in lead/deal forms

Leads or deals are almost always linked to a contact or a company.

Use Client field in lead/deal forms to set this link up.


How it works

You can always find the existing contact or company. Just start entering the name of the contact or company to Client field.

The search is done by name, phone number and email address.

If nothing found, you can create a new contact or company in one click.

New contact or company will have a corresponding mark.

If you have created a contact and a company in a deal form at the same time, Bitrix24 will automatically link them.

You can hide this field or one of its parts by clicking the gear button.

In case you need to return and show this field in the entity form, you can click on the Select field button and find this field.

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