View settings

Sort items by user name: Enable this option to sort CRM items by the names of responsible users instead of their IDs.

Product preferences

Allow adding new products outside the catalog: Enable this option to ensure new products you add in CRM don't appear in the commercial catalog.
Access permissions to product catalog

CRM item preferences

Make items available to everyone (default): Any employee with All open access level can view the items.
Access Permissions in CRM

Default list view type: Choose between the List or Kanban view for leads, deals, and invoices.
List view in CRM

Export detailed SKU's: Enable this option to include product details when exporting leads and deals.
Export CRM data

Lead preferences

Enable repeat sales mode: When enabled, CRM will create repeat leads for emails and calls from already closed leads.
Repeat leads

Deal preferences

Update deal close date when the deal reaches final stage: Bitrix24 will automatically fill in the deal completion date.

Invoice preferences

Show Bitrix24 signature on the invoice view form: Displays the Bitrix24 signature on old public invoices.

Show legacy invoices menu: Enables the old invoice interface.
New invoices in CRM

Auto generated entities

Auto create contacts, companies, deals, invoices and estimates: Allows CRM items to be created automatically during conversion if all required fields are filled in.

Notification settings

Notify customers via: Select a provider to send messages in Sales Center scenarios.

Application settings

Check for required custom fields: Prevent external applications from performing operations if any required fields are missing.

Activity preferences

• Create calendar events for all calls: Disable this option to prevent calls from creating calendar events.
  Disable showing CRM calls in calendar

• Save completed calls and meetings to calendar: Choose whether to log each call or meeting in the employee's personal calendar.

• Save reassigned calls and meetings to calendar: Events will appear in both employees' calendars. If disabled, they will only show in the calendar of the reassigned employee.

• Keep tasks when deleting CRM entities: Even if you delete a deal, its activities will remain uncompleted.

• Counter mode: Choose the notifications you want to receive.
  Counter modes in CRM

• Auto close activities when converting leads: Choose activities for Bitrix24 to automatically close after a lead is converted.

• Default list view: Display activities as a list or a set of reports.

• Hide activity status on kanban tiles and list items: Use the statuses to highlight activities that may need your attention. You can set a timeout for when the status is hidden.

Incoming email parameters

Mark messages as customer correspondence if sent from employees' emails: If an employee receives an email and forwards it to your company mailbox, it will get the Email to Customer label.

This option refers to Send&Save mail integration, which is no longer available in the new Bitrix24 Mail.

Outgoing email parameters

• Allow sending emails to any address: Enable this option to send emails to clients, employees, or new addresses directly from CRM item forms.
  Select email recipients in CRM

• Create an entity when sending to non-CRM address: Choose whether to create a lead or contact when emailing an address not in CRM.

• Service code: Decide if you want to include the service code when sending emails.

• Add "Sent by Bitrix24" to signature: Choose whether to include this signature in all outgoing emails.
  Remove "Sent by Bitrix24" caption from outgoing email

Choose the events that will go to History:

• Log export event
• Log view event
• Log lead delete events
• Log contact delete events
• Log company delete events
• Log deal delete events
• Record estimate deletion events

CRM History

Entity selection control

Show deprecated selection lists: Displays old selection lists, such as products, in the settings. We recommend using the Product catalog instead.
Product catalog in CRM

Format parameters

• Customer name format (for leads and contacts): Choose how you want names to be displayed.
  Change contact name format

• "callto:" link format: Specify how to output links to phone numbers. By default, they use Bitrix24's built-in telephony for dialing.

• Convert number to international format: Enable this option to convert phone numbers to the standard international format.

• Use simple format to show created on and modified on time: Display when an item was created and modified without showing the exact time.

Address format preferences

You can change the customer address format in the Bitrix24 settings.
Bitrix24 Settings: New single section

Duplicate control parameters

Select the items you want to monitor for duplicates.
Duplicate Control

Recycle bin settings

Select the items that will go to the bin after deletion.
CRM Recycle Bin