Special product fields in the agreement form
Added the ability to display product attributes on the saudi arabia mobile number list deal form. You can now choose which custom fields to display on the product form, such as product number, weight, and purchase price.
Bitrix24 Product Features in Deals
Areas
For example , if your employees are sending an item via a delivery service, they need to know the weight and dimensions of the package to accurately calculate its cost. Adding the required fields to the product form will speed up the work of managers and eliminate the need to open the product form to find the necessary information.
How to select custom fields in product form?
On the opportunity form, open the products tab and click on the gear icon.
Bitrix24 Product Features in Deals
Products Tab
In the window that opens, select which fields to display.
Bitrix24 Product Features in Deals
Select Fields
Note: Only fields to which the user has access are displayed. For example, if a user does not have the right to see the purchase price of an item, that column will not be listed.
Once you select and apply the columns, they appear on the right.
Bitrix24 Product Features in Deals
New Column
To move a column, drag it to the desired location.
Bitrix24 Product Features in Deals
Drag Column
Repeat agreements and queries
Clients can contact you multiple times. In this case, there will be several agreements connected to one person. In Bitrix24 , such agreements are divided into two groups: repeat inquiries and recurring agreements .
Repeat queries
For example, a customer contacted your company several times but didn’t buy anything. You converted repeat leads into deals, but none of those deals were won.
All of these agreements are treated as repeat queries.
Repeat agreements and queries
Repeat Query
Recurring opportunities
Once a customer buys something from you, you have successfully completed the deal. Any future deals created by this customer will be marked as Recurring deals .
Bitrix24 Recurring Deals
Repeat Agreement
How to find repeat opportunities and leads?
Unlike recurring leads, recurring deals cannot be disabled.
The Deal filter has fields for New Deal , Repeat Deal , and Repeat Query . Use these to find the entities you want.
Bitrix24 How to find repeat deals and leads?
Agreement Fields in the Filter
You can also use automation rules that will only work for repeat deals or leads. Specify the condition: Repeat action – equals – Yes.
Bitrix24 How to find repeat deals and leads?
Condition for Repeat Agreements
NOTE: You can also select duplicate leads and queries in the conditions.
Automation rules can be used to move recurring deals to other stages, run business processes, etc.
Create an offer
A quote is a CRM element that contains information about the company, products and services, as well as a cooperation offer. This is the next stage of working with the client after the agreement is created. You can create a quote as a document from the entity form.
NOTE: Check if this option is available on your plan.
Add Offer
The main way is through the agreement form.
Bitrix24 Offer Created
Quotation
In this case, the products, relevant persons and companies related to the agreement will be transferred to the invoice.
Bitrix24 Offer Created
Quote Information
You can create a price quote from the CRM section, company and contact form.
Bitrix24 Offer Created
Add Quote
NOTE: We recommend that you create quotes on a pure deal basis. In this case, you will see the entire history of work with the client in the deal form.
Quoting features
Quotes have two views: Kanban and List . They are similar to the views for deals and leads.
Bitrix24 Offer Created
Quote View
Visually, offers are similar to leads and opportunities. On the left side, there are fields with information about the offer. On the right side, there is a timeline.
Bitrix24 Offer Created
Quote Form
At the top of the form, there are two buttons: Document and Actions . By clicking on them, you can create a quote and send it to the customer.
The Document button opens a list of documents that you can create based on the quote.
The Actions button performs the selected action with the document.
Bitrix24 Offer Created
Buttons
You can automate your work with citations using automation rules and triggers.
Automation rules can generate documents according to specified templates, send emails to customers, remind employees of events, or initiate business processes.
Triggers can move invoices to the next stage when a customer reads an email or opens a document.