Delete several CRM elements or tasks at once

If you have more tasks or CRM elements than specified in your current plan description, you need to upgrade your Bitrix24 plan or delete old CRM elements or tasks to keep on using the search function.

To delete several elements at once, use group actions.

How to do it?

Since CRM elements and tasks are deleted in the same way, let's consider deleting tasks as an example.

Switch to the List view. Select tasks you want to delete > click Select Action > Delete > Apply.

How to find and delete no longer needed elements?

Switch to the List view. Filter elements that are no longer needed. For example, let's delete all closed leads.

Use the All closed filter.

Select all closed leads and delete them.

How to delete the dismissed employee's tasks?

You can lessen the number of elements by deleting the dismissed employee's tasks.

Open the dismissed employee profile page > click Tasks and switch to the List view.

Select no longer needed tasks and delete them.

I've deleted default filters. What to do?

If you've deleted all the default filters, enable the Free 30-Day Trial. Then you can search through CRM elements and tasks and delete those that are no longer needed.

I use the Free plan. I have less than 1'000 deals, but the search still does not work. What should I do?

Most likely, you have too many completed deals. They also affect the total number.

Go to the CRM section > List.

Remove all filters from the search bar.

All successful and failed deals will appear in the list. Select the ones you don't need and delete them.

I use the Free plan. I have less than 1'000 tasks, but the search still does not work. What should I do?

Completed tasks are included in the total number of tasks. To make the search work, you should delete unnecessary completed tasks.

Go to the Tasks and Projects section > List.

Apply the Completed filter to the list.

All completed tasks will appear in the list. Select the completed tasks that are not needed anymore and delete them.