FAQs

Frequently Asked Questions

Your Bitrix24 questions answered and explained with simple to follow quick win videos

Customer Relationship Management

How to automate emails to leads in Bitrix24 – Learn how to automate email communications to your leads in the Bitrix24 CRM – Watch on YouTube

How to automatically move lead to the next stage of the sales process – Learn how to move leads through stages in Bitrix24 – Watch on YouTube

How to add access permissions to email templates within CRM? – Learn how you can add permissions to email templates in Bitrix24 – Watch on YouTube 

How to send quick payment links within CRM? – Learn how you can send payment links within Bitrix24 – Watch on YouTube 

How do you link a task to a CRM entity? – Learn how you can link tasks to a CRM entity within Bitrix24 – Watch on YouTube 

How do I connect my emails to the CRM? – Learn how you can link your emails to Bitrix24 – Watch on YouTube 

How to ensure clients only book in during working hours? – Learn ways you can block out time within Bitrix24 – Watch on YouTube 

How to trigger a change in a custom field? – Learn how you can use the workload designer tool to trigger changes – Watch on YouTube 

How do you customise a field in the Kanban view? – Learn how you can customise fields within Bitrix24 – Watch on YouTube 

Marketing

How do you share marketing plans with other team members? – Learn how to align all your teams and encourage collaboration in Bitrix24 – Watch On YouTube

Can I use a CRM as a newsletter subscription? – Learn how you can use CRM to track newsletter subscriptions in Bitrix24 – Watch On YouTube

Can I send a one off marketing email? – Learn how you can easily send a marketing email within Bitrix24 – Watch On YouTube

Project Management

How would you show project information in the clients page? – Learn how you can show project information within Bitrix24 – Watch on YouTube

How do you create a task on a deal or opportunity? – Learn how you can automatically create tasks within Bitrix24 – Watch on YouTube

How do you view and delete comments on tasks? – Learn how you can use the comment filter to easily manage your tasks – Watch on YouTube

Is there a way to see more of my fields in the Kanban view of my deals? – Learn about the updated Kanban view – Watch on YouTube

Operations

What if we don’t need all the modules on the left hand side? – Learn how you can customise and simplify the menu – Watch on Youtube

How to remove the old invoices area in the crm? – Learn how you can hide columns within the crm – Watch on Youtube

How to configure my rented telephone number? – Learn how you can configure and assign phone calls across your team  – Watch on Youtube

How to configure admin settings for exporting data from SPA? – Learn how you can manage your user settings   – Watch on Youtube

Human Resources

How do I set my working day parameters via automation? – Learn how to set and automate your working day parameters in Bitrix24 – Watch on YouTube

How can I record working times for remote employees? – Learn how your employees can clock in and out of work in Bitrix24 – Watch on YouTube 

Where are the free HR functions for applicant tracking? – Learn how you can track each applicant with free HR functions within Bitrix24 – Watch on YouTube 

How to set my working day parameters? – Learn how you can set working hours on Bitrix24 – Watch on YouTube 

Collaboration

How customisable is the extranet/portal on Bitrix24? – Learn how you can customise your extranet or portal on Bitrix24 – Watch on YouTube

How to share your calendar across teams? – Learn how to share and collaborate on Bitrix24 calendars – Watch on YouTube

How to share documents with clients from a file via Bitrix? – Learn how you can share documents with clients in Bitrix24 – Watch on YouTube

How to use the meeting rooms feature in the calendar? – Learn how you can arrange meetings with your team – Watch on YouTube

Communications

How can I update a responsible person on a deal when a field value changes? – Learn how you can keep everyone updated on Bitrix24   – Watch on YouTube

How do I get my email signature on my emails? – Learn to add your email signature to Bitrix24  – Watch on YouTube

How to connect email accounts to Bitrix24 CRM? – Learn how you can connect your emails  – Watch on YouTube

Reporting

How do you pull clients information from our CRM? – Learn how you can export client information into a spreadsheet on Bitrix24 – Watch on YouTube

How do I track time spent on projects? – Learn how you can keep up with the latest activity on your projects – Watch on YouTube

Can I create a lead from a WhatsApp message? – Learn how you can generate leads from a variety of different sources including WhatsApp – Watch on YouTube

Automation

How to automate emails to leads in Bitrix24 – Learn how to automate email communications to your leads in the Bitrix24 CRM – Watch on YouTube

How to automatically move lead to the next stage of the sales process – Learn how to move leads automatically through stages in Bitrix24 – Watch on YouTube

How do I set my working day parameters via automation? – Learn how to set and automate your working day parameters in Bitrix24 – Watch on YouTube

What is the difference between Robotic Process Automation vs Smart Process Automation? – Learn the key differences between RPA’s and SPA’S within Bitrix24 – Watch on YouTube

How to automatically create tasks? – Learn how you can automate task creation within Bitrix24 – Watch on YouTube

Administration

How to re-send invites for Bitrix24 users? – Learn how you can quickly re-send invites for Bitrix24 users – Watch on YouTube

How do I change the language on Bitrix24 system? – Learn how you can change the language on your system – Watch on YouTube

How do you import information from another system? – Learn how you can import data into Bitrix24 – Watch on YouTube

How do I control access rights for external users? – Learn how to control access of your Bitrix24 system – Watch on YouTube 

How to password protect a landing page built on the site? – Learn how you could implement a system to restrict access within Bitrix24 – Watch on YouTube 

Can you integrate with Excel to create an expenses request system? – Learn how you can manage your expense requests within Bitrix24 – Watch on YouTube 

Can you enable Two Factor Authentication on Bitrix24? – Learn how you can increase security in Bitrix24- Watch on YouTube

Can you put permissions on who sees the email template? – Learn how to set permissions on Bitrix24 email templates- Watch on YouTube

What are the red numbers in tasks and projects? – Learn how to remove notifications on Bitrix24 –  Watch on YouTube

Can you recover a deleted deal? – Learn how you can easily recover a deal within Bitrix24 –  Watch on YouTube