Repeat leads and deals

Author: Emily Walker

Last update: January 09, 2025.

Managing repeat sales in Bitrix24 is straightforward. The CRM system identifies returning customers, generates a new lead or a deal marked as repeat, and automatically incorporates all relevant information.

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When a returning customer reaches out to make an additional purchase, Bitrix24 generates a new lead or deal, identifying it as a repeat deal.

Any lead associated with an existing contact or company is classified as a repeat sale.

Repeat leads are generated for all completed leads, regardless of whether they were successful or not. However, you have the option to add specific contacts to an exception list, ensuring that repeat leads are not created for them.

Exceptions

If you have converted repeat leads into deals, but none of these deals have been successfully closed, they will all be considered as repeat inquiries.

When a customer makes a purchase, the deal is successfully completed. Any subsequent deals with this customer will be classified as repeat deals.

If you use Simple CRM mode (without leads), repeat deals will be created instead of repeat leads.
CRM modes.

Find repeat deals and leads

There are the following fields in the deal filter: New deal, Repeat deal, and Repeat inquiry fields. Use them to find the entities you need.

You can also use automation rules that will only work for repeat deals or leads. Specify the condition: Repeat deal - equal to - Yes.

You can also select repeat leads and inquiries in conditions.

Automation rules can be used to move repeat deals to other stages, run workflows, and so on.

Disable repeat leads creation

If you want to work with regular customers without creating repeat leads, you should disable the repeat sales mode in the CRM settings.

Go to the CRM section - Settings - CRM Settings - Other - Other settings - disable the Enable repeat sales mode option.

Now, Bitrix24 will save the communication history of a customer without creating a new lead. All the activities will be added to the contact or company form.

When a regular customer contacts you to make another purchase, Bitrix24 creates a new lead or deal which is marked as repeat. Any lead with a link to the existing contact or company is determined as a repeat sale.

Repeat leads are created for all completed leads. It doesn't matter whether a lead has been completed successfully or it's a junk lead. You can add a specific contact to the list of exceptions, and repeat leads won't be created for it. Read more in the article - Exceptions.