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Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
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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
CoPilot in Video Calls AI-powered call transcription, analysis, summary, and recommendations
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Blog New CRM Filter Options And More

New CRM Filter Options And More

Bitrix24 tips and updates
Bitrix24 Team
1 min
2815
Published: November 12, 2021
Bitrix24 Team
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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