In the CRM > History category, you can see the history of customer interactions.
Every item in Bitrix24 CRM system (a lead, a contact, a company or a deal) contains a form where it can details, insights, communication history, and scheduled activities related to them an be reviewed.
Furthermore, what is also provided here, is the ability to leave comments or schedule new activities.
A Deal is feature of Bitrix24 CRM system that records the potential activity of a current contact or company that is related to your business. What is more, an unlimited number of Deals can be linked to a Contact or a Company.
Every time yo want to generate a new Deal, Bitrix24 provides you with the ability to attach a new product and connect it with that Deal.
Click on the Products category and select “Add new product” or select a new product from the catalog. Ultimately, in order to complete a deal, an outcome in relation to its success or failure is required for it to be considered as a closed deal.
You can always contact RENVIS, a Bitrix24 Gold Partner if you are looking for more insights about Bitrix24 CRM system, or visit Bitrix24’s official website!
We’ll be back with more informative blogposts about Bitrix24 CRM system! Stay tuned!