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"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.

You cannot create a new contact or company in Lead form.

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 one of the fields by clicking the cogwheel button.

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