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Configuration of CRM Profile View

Configuration of CRM Profile View
Bitrix24 Team
October 26, 2020
Last updated: October 27, 2020

Dear Bitrix24 users,

It is understandable, that different departments might need to see different things in CRM profiles when they open them. The card should be understandable for the agent and provide relevant information they might need in the very moment.

For example, call center agents will need preferences and contact details on top to process the profile further. Sales agents will need to see when the meeting was scheduled or what was ordered. Support team will want to see what was ordered and how long ago from the same client. And there are many departments in one chain, and each of them requires different things for more effective performance. Even different agents will want some view customization.

By default, Bitrix24 gives everyone a Common form view, and it is great for some companies. But if you need to differentiate form views for each stage of pipeline or for each department, you will need this page with instructions.

Stay tuned,

Your Bitrix24 team

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