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Sales enablement Get estimates, invoices, payments, catalog, inventory, e-signature, CRM store
Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
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CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
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Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
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Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
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Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
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Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
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Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
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Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
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CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
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Blog New CRM Filter Options And More

New CRM Filter Options And More

Bitrix24 tips and updates
Vlad Kovalskiy
1 min
1929
Published: November 12, 2021
Vlad Kovalskiy
Published: November 12, 2021
New CRM Filter Options And More
Meet some small changes to Bitrix24 CRM that can make your work easier and more convenient:

  • New CRM filter options: filter by empty/not values; filter deals by fields from related companies and contacts. Learn more in this help article.
  • Changes in deals list, responsible person's fields and automation rules. More details here.
  • If an employee leaves the company, it becomes necessary to assign a new responsible person to the related CRM records. Here is how to do that.
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