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You can also create new projects in the Workgroups section. Read more in the article - Projects & workgroups in Bitrix24. When creating a new project, make sure to enable the Tasks option. The tasks in the created project are added to the Tasks > Projects section.
Bitrix24 is a collaboration software with complete tools for management, collaboration, and communication. Bitrix24 gives you a unified platform for your files, projects, messages, tasks, and contacts. You can immediately use the platform by simply registering for an account and then inviting your colleagues.
1.First export the list of CRM items (leads, contacts, companies, deals) that you want to transfer to Bitrix24 – to CSV file;
2.Open your Bitrix24. Go to CRM. Use Import option available inside CRM records - Contacts/Leads/Companies/Deals.
The CRM in Bitrix24 provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts. Bitrix24's CRM forms a contact base where the interaction and the history of contacts are managed and stored.
Yes, we have a dedicated in-house team to look after all your technical issues. For Technical support write us at support@Cloudshope.in. We resolve every query and issue in shortest possible time. However in certain circumstances we need to depend on telecom resources provided by third party Telecom Operator to resolve any network related issue.
Kindly mail us all your queries or suggestions at firstname.lastname@example.org. We will be happy to serve you better.
A PLAN FOR YOUR BUSINESS.