Resource Booking in the CRM Card
Dear Bitrix24 users,
If you run a business that involves service instead of goods, this feature is for you! Bitrix24 offers an opportunity to book slots of time for facilities and/or specialists, make appointments. And changes will be updated in real-time in the CRM, so all you agents will be aware when the resource is available.
Resource booking field is available for CRM cards. You can choose what are resources (instruments, facilities, and so on) that needed to perform a task and who are people (users) that will perform a task. Also, there are such details as date, time, appointment duration and others.
If you need a detailed guide for the feature, feel free to explore it here.
Best wishes,
Your Bitrix24 team.
If you run a business that involves service instead of goods, this feature is for you! Bitrix24 offers an opportunity to book slots of time for facilities and/or specialists, make appointments. And changes will be updated in real-time in the CRM, so all you agents will be aware when the resource is available.
Resource booking field is available for CRM cards. You can choose what are resources (instruments, facilities, and so on) that needed to perform a task and who are people (users) that will perform a task. Also, there are such details as date, time, appointment duration and others.
If you need a detailed guide for the feature, feel free to explore it here.
Best wishes,
Your Bitrix24 team.