Bitrix24Care

Contacts

Contacts in Bitrix24 contain detailed information about a client and are used when creating deals.

Contact list

Click CRM > Contacts.

When you open the Contacts tab, you will see the list of all contacts. The contact list contains basic information about the person.

Use the search bar to find the desired contact. You can find a customer by name, phone number, or email.

Read more about searching in Bitrix24 CRM in the article - Search in Bitrix24 CRM.

Click the cogwheel button to import or export contacts and perform a duplicate control.

You can find out how many contacts are in your CRM by clicking on the Total: Show quantity option at the bottom of the page.

How to work with contacts

To add a new contact, click the Add button and fill out the fields in the form.

The contact form consists of several sections where you can store detailed information about the client, and the timeline shows the connection to other CRM elements.

The form is customizable so that its appearance best suits your company's needs.

Read more in the article - CRM entity forms.

Available actions

You can perform basic actions with a contact - view, edit, copy, delete, etc. Also, you can plan an activity or create a new CRM element: deal, quote or invoice.

If you need to perform an action with several contacts, just select them and click select action button.

Read more in the article Group actions in CRM.
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