It will be possible to distribute access rights depending on the employee's tasks and responsibilities. For more convenient configuration, roles can be copied, a filter can be used to remove unnecessary blocks for work, and rights can be managed separately for deals, leads, contacts, companies, compreads, and accounts.
Bitrix24 Online booking
What service companies have wanted for so long. That's right, it's a calendar for booking a specialist's time. The system will automatically send clients a reminder about the appointment and a request for confirmation without the involvement of managers.
Each specialist displays a "battery" or norway telegram number database otherwise - the level of workload. This makes it easier for the manager to see and distribute clients to available team members.
Soon there will be an option for overbooking for 100% resource loading and creating a waiting list.
Availability: Professional and Enterprise tariffs, other tariffs will have a demo mode.
Bitrix24 connector for complex integration with 1C
The connector will allow exchanging data with 1C in real time. Synchronizes contacts, companies, transactions, invoices, goods, orders, fields, payments, shipments.
With the help of 1C, it will be possible to evaluate the reliability of counterparties. It will be possible to save printed forms from the 1C document register in the history of the Bitrix24 element.
Role-Based Model of Access Rights in CRM
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