FAQ

Bitrix24 is a platform for project management and team communication. In the guide below, I will outline the basic steps to help beginner users get started with the program:

1. Registration and login:
• Go to the Bitrix24 registration page and create an account.
• After registration, log in to your Bitrix24 instance using your login credentials.


2. Basic configuration:
• Once logged in to Bitrix24, go to the profile settings and fill in basic information such as your first name, last name, profile picture, etc.
• You can also configure notification preferences, preferred language, time zone, etc.


3. Creating teams and projects:
• In Bitrix24, you can create teams and projects that facilitate effective communication and collaboration within your organization.
• Choose the "Create a new team" or "Create a new project" option and provide a name and description for the team/project.
• You can invite team members and assign them roles and appropriate permissions.


4. Communication and collaboration:
• Utilize the communication features in Bitrix24, such as messages, chat, comments, etc., to maintain internal team communication.
• Collaborate on projects, share documents, create tasks, and track work progress.


5. Task management:
• Use the Tasks module in Bitrix24 to create tasks, assign them to team members, set deadlines, and monitor progress.
• Add priorities, related tasks, attachments, and comments to tasks.


6. Document management:
• Utilize the Documents module in Bitrix24 to store, share, and manage documents.
• Create folders, assign access permissions, collaborate on documents, create versions, and track the change history.


7. Meetings and calendar:
• Make use of the Calendar feature in Bitrix24 to plan meetings, events, and deadlines.
• Invite team members, set reminders, link tasks to events, etc.


8. Exploring other features:
• Bitrix24 offers a range of other features, such as CRM, customer support, reporting, data analysis, etc.
• Familiarize yourself with the available modules and features that may be useful for your organization.

Bitrix24 is customer relationship management (CRM) software that offers a wide range of features, including project management, communication tools, marketing, and e-commerce. If you want to get started with Bitrix24, here are a few steps you can take:

1. Log in to your account: Open a web browser and go to the Bitrix24 login page. Enter your login credentials, such as your username and password, to log in to your account.


2. Familiarize yourself with the interface: Take some time to explore the Bitrix24 interface, which includes the main menu, sidebar, and various modules. Navigate through different sections of the system to understand the available features and modules tailored to your needs.


3. Configure your profile: Click on your name in the top right corner of the screen and go to your profile. Configure your personal information, such as your name, email address, etc. You can also add a profile picture and customize privacy settings.


4. Create and manage tasks: Utilize the Tasks module in Bitrix24 to create, assign, and manage tasks. You can create task lists, set deadlines, add descriptions, assign tasks to other users, track progress, and receive notifications.


5. Utilize the CRM module: If you want to manage customer relationships, make use of the CRM module in Bitrix24. You can add new clients, create and track deals, manage contacts, communication history, and sales. Customize the CRM module to fit your needs for better contact and sales process management.


6. Use communication tools: Bitrix24 offers various communication tools such as a messenger, internal messaging, group discussions, etc. Utilize these tools for quick communication with other team members, sharing information, and problem-solving.


7. Customize the system to your needs: Bitrix24 allows you to customize the system according to your individual requirements. You can add custom fields, define your own process stages, create forms and reports, as well as customize views and permissions within specific modules.

1. Top Toolbar - located at the top of the screen. On the left side of the toolbar, you'll find the Bitrix24 logo, and on the right side, you'll find the following tools:
   • Notifications icon - clicking on this icon displays a list of notifications for new messages, tasks, meetings, etc.
   • Search - allows you to search for items within the application, such as contacts, tasks, projects, etc.
   • Task List - clicking on this icon displays a list of current tasks and tasks assigned to the user.
   • Calendar - enables displaying and managing events and meetings.
   • Settings - clicking on this icon provides access to various account settings, such as preferences, security, integrations, etc.


2. Left-side Menu - located on the left side of the screen and contains the main menu sections:
   • Home - allows displaying statistics and information about the entire company and provides quick access to various tools.
   • CRM - enables managing customer relationships, including contacts, leads, offers, etc.
   • Tasks - allows managing tasks and projects, including creation, assignment, deadlines, etc.
   • Projects - enables project management, including creation, planning, progress tracking, etc.
   • Groups - facilitates creating groups and communicating with other users within the company.
   • Communication - allows having conversations with other users, including chat, video conferences, etc.
   • Documents - provides storage and sharing of documents and files.
   • Settings - allows adjusting account settings such as language preferences, themes, notification settings, etc.


3. entral Workspace - the main workspace of the application where users can view and manage various elements such as tasks, projects, contacts, conversations, etc. You can also add various widgets like a calendar, calculator, etc.


4. Navigation Panel - located at the top of the central workspace and includes various navigation tools, including:
   • "Add" button - clicking on this button allows adding new tasks, projects, contacts, etc.
   • "Filter" button - enables filtering displayed items based on specific criteria.
   • Navigation bar - enables quick switching between different views, such as list view, calendar, kanban, etc.


5. Kanban - a tool for managing projects using a Kanban board. Each project is represented by columns, and tasks are represented by cards that can be dragged between columns to update their status.


6. Details Pane - this window appears when clicking on a specific element, such as a task, project, contact, etc., and contains detailed information about that element, such as description, due date, assigned individuals, etc.


7. Chat and Video Conferencing - Bitrix24 allows conducting chats and video conferences with other users without the need for additional tools.


8. Tasks and Projects - Bitrix24 enables task and project management.

Bitrix24 is a CRM (Customer Relationship Management) system that offers a range of features and tools for managing customer contacts. Here is a list of the basic tools of the Bitrix24 CRM system:

• News – a section for displaying all the current tasks of your company. Tasks are assigned and discussed in real-time.
• Tasks and Projects – a section displaying the list, deadlines, and task plans. The portal interface allows for quick task creation and editing, as well as communication with project team members.
• Chat and Conversations – a section dedicated to communication. The portal tools support internal conversations among your employees and allow connecting contractors in a unified chat.
• Groups – helps group all project-related information in one place. In a project group, you can store all company documents, important files, task lists, and employee messages. Groups can be created as open or closed.
• Bitrix24.Drive – a global data repository where all company information, files, and documents pre-loaded in Bitrix24 are stored. All connected system employees have access to the drive.
• Calendar – a convenient tool for planning and coordinating meetings, discussions, and tasks. It supports reminder options and synchronization with Google Calendar, etc.
• Time and Reports – a section that shows the work time or absence schedules of all employees in the company. Additionally, this tool allows for setting appointments and schedules, as well as reviewing work reports.
• Mail – the part of the portal dedicated to external communication with clients. The B24 mail interface allows for working with multiple mailboxes simultaneously, launching CRM marketing mailings, and handling all incoming emails.
• CRM – a list of tools that enable the processing of tasks and business transactions. A distinctive feature of Bitrix24 is that small businesses with up to 12 employees can use the CRM tools for free.
• Employees – a section containing all data about your employees. The interface allows for browsing the company structure and searching for information about each specialist.
• Sites – a section that lists all connected company websites. It provides the ability to edit and configure commercial websites and services.
• Contact Center – a section that combines all customer communication methods in Bitrix24 CRM. It synchronizes customer data with all social networks, messengers, online chats, and website capture forms.
• CRM Marketing – a tool for managing the customer database. It allows for setting up targeted mailings through email and social media and working with audiences on ad accounts.
• CRM Analytics – used for analyzing the marketing actions of your company. CRM analytics allows tracking the work of managers, monitoring the sales funnel, and predicting revenue.
• Sales Intelligence – a B24 department that integrates all advertising channels and shows their effectiveness in sales. A tool for global analytics.
• Telephony – a module for managing all phone calls. It enables phone integration, viewing call details, and balance control.
• Applications – a section with additional applications from developers to expand Bitrix24 functionality. There are both free and paid solutions available.
• Sales Center – a module for connecting payment solutions and analyzing all financial transactions of the company. It allows for encompassing and analyzing all sales stages.
• Robotic Process Automation (RPA) – a tool for automating business processes within the company.
• Subscription – contains all the information about the current tariff plan or extending Bitrix24 with a paid subscription.

Launching Bitrix24 involves the following steps:

1. Registration and Account Creation: Go to the Bitrix24 website and register by creating a new account. Enter your details and select a plan that best suits your needs.


2. Basic Settings Configuration: After creating an account, you will be prompted to configure basic settings such as company name, email address, phone number, etc.


3. Adding Users: Add other users to your Bitrix24 account so that they can access the platform. You can create new accounts for employees or invite them to an existing account.


4. Customizing Structure and Modules: Customize the organizational structure by creating departments, divisions, teams, etc. You can also customize Bitrix24 modules and features to better align with your business needs.


5. Configuring Access Permissions: : Define access permissions for different users, specifying which modules, functions, and resources are available to each user..


6. Importing Data: If you have existing data, you can import it into Bitrix24, such as contacts, projects, tasks, etc.


7. Configuring Business Processes: Set up business processes such as workflows, automations, notifications, etc., to optimize your operations.


8. User Training: Organize training for users to familiarize them with Bitrix24 features and learn how to use the platform.


9. Deployment and Customization: Deploy Bitrix24 in your organization, customizing it to your needs and business processes. You can customize the interface, forms, reports, and other elements.


10. Monitoring and Development: Monitor the usage of Bitrix24 in your organization, track effectiveness, and continue developing the platform, adapting it to changing needs and requirements.

Importing access permissions in the Bitrix24 system is a process that allows you to import user permissions from another system or application. To import access permissions, follow these steps:

1. Prepare a CSV file: Prepare a CSV file that contains information about the access permissions you want to import. The CSV file should include relevant columns such as username, group name, access rights, etc. Ensure that the CSV file is properly formatted and contains all the required information.


2. Go to the Structure Management module in Bitrix24: : Log in to your Bitrix24 instance and navigate to the Structure Management module. You can find this module in the main menu or by searching for it in the search menu.


3. Select the appropriate section or group: Locate the section or group for which you want to import access permissions. This could be, for example, the Documents section, File Directory, Project, or any other section in Bitrix24.


4. Open the access rights settings: In the settings of the section or group, find the option related to access rights. This could be labeled as "Access Rights," "Manage Permissions," or similar.


5. Choose the option to import access permissions: : In the access rights settings, find the option to import access permissions. This option may be labeled as "Import Access Permissions," "Import External Permissions," or similar.


6. Select the CSV file to import: Choose the CSV file you prepared earlier and select it for import. Make sure you select the correct CSV file that contains the information about the access permissions.


7. Configure field mapping: If required, configure the mapping of fields between the columns in the CSV file and the corresponding fields in Bitrix24. This may be necessary if the field names in the CSV file differ from the field names in Bitrix24.


8. Run the import: After configuring the field mapping, initiate the import. The Bitrix24 system will import the access permissions from the CSV file and apply them to the respective users or groups in the section or group you selected.


9. Verify the imported access permissions: After the import is completed, verify whether the access permissions have been correctly imported. Check the access rights settings for the relevant users or groups to ensure that the access permissions have been applied as expected.

The Bitrix24 Settings page is where you can configure various settings for your Bitrix24 account. This page provides options for customization and management of various aspects of your Bitrix24 account, including:

1. User Profile Settings: On the Settings page, you can manage your user profile. You can change your personal information such as name, profile picture, email address, etc. You can also customize notification preferences, privacy settings, and other profile-related information.


2. Privacy Settings:You can manage privacy settings on the Settings page. You can control the visibility of your data to other Bitrix24 users by setting availability preferences, profile visibility, and information visibility.


3. User Management: You can add, remove, and edit user accounts, define their permissions, and assign them to workgroups.


4. Module Settings: You can enable and disable modules in Bitrix24, such as CRM, tasks, calendar, documents, time tracking, etc.


5. Notification Management:Bitrix24 offers various notification options. On the Settings page, you can customize notification preferences, such as email notifications, push notifications to mobile devices, in-app notifications, etc. You can choose which actions you want to receive notifications for and in what manner.


6. Integration Settings: You can configure integrations with other tools such as Google Calendar, Microsoft Office 365, Slack, and many others.


7. File and Document Access Management: You can specify who has access to specific files and documents in Bitrix24, set user and workgroup permissions.


8. Security Settings: You can change your login password, set up two-factor authentication, block access from unknown devices, and more.


9. Report Management: You can generate various types of reports, such as sales reports, time tracking reports, and other business-related reports in Bitrix24.


10. Language Preferences: Bitrix24 supports multiple languages. On the Settings page, you can choose the preferred interface language you want to use in the system.


11. Interface Theme: Bitrix24 offers different interface themes that you can customize to your preferences. On the Settings page, you can choose the preferred color theme and interface style.


12. Mobile App Settings: If you use the Bitrix24 mobile app, on the Settings page, you can configure related preferences such as notifications, data synchronization, calendar preferences, etc.

1. Settings - Here you can configure general settings.


• Provide Company Name and Displayed Company Name in the head, which will be displayed in the top left corner.


• Change the Like button text Instead of Likeyou can enter your own text.


• Website Administrator Email (default sending address) - This email address is used as the default sender. You can change this address here..


• Add "24" to the company logo - Disable this option to not display 24 in the top left corner.


• Date format, time format, and name format - Choose how to display the respective information.


• First day of the week - Specify the first day of the week for calendars in the portal.


• Working hours parameters - Allows you to specify working hours in the company.


• Days off - Specify weekends for calendars. This option is particularly important for task planning and working with calendars.


• Weekends and holidays - Each country has its own holidays. Here you can add holidays or remove unnecessary ones. Enter dates without spaces and separate them with commas: 1.01,2.01,7.01,23.02,8.03.


• Phone number format: default country - Select which country code will be displayed by default.


• Type of your organization - You can choose the name for user accounts in certain menu items, headers, messages, etc. There are 2 options to choose from: company and employees, organization and users.


• Show dismissed employees - This option allows displaying the Dismissed filter on the list of all company employees.


• Use document preview - Choose the service for document viewing.


• All users can edit documents... - The administrator can enable/disable the ability to edit attached documents in messages and tasks for the entire portal.


• Automatically connect group drive when user joins a group - Enable this option to automatically connect the group drive to the personal drive of a new group user.


• Max number of document history entries - Specify the limit of file versions stored in the portal. If this number is exceeded, older file versions are automatically deleted.


• Allow public links - This option allows working with public links on the account.


• Allow document locking — This option allows document locking. When enabled, multiple people will not be able to edit documents simultaneously, which protects you from potential data loss.


• Allow "All Users" option in News - By default, users can send messages to All Users in News. Here you can disable this option or select users who can send such messages.


• Use "All Users" option as default recipient - If this option is enabled, all messages in News are addressed to All Users by default.


• Allow users to send messages to general chat - Here you can disable this option or select users who can send messages to the general chat.


• Notify about new employees in general chat - Notify users about a new employee in the general chat.


• Notify about employee dismissal in general chat - Notify users about an employee dismissal in the general chat.


• Enable automatic notification about assigning and changing administrators in the general chat - Notify users about a new administrator in the general chat.


• Enable rich media links - This option allows previewing links embedded in posts and comments. It works with both external and internal links to tasks, leads, etc.


• Allow users to install applications - If this option is enabled, selected users will be able to install applications from the Marketplace. This option allows installation of applications for which the developer has set "employees can install" setting.


• Allow quick registration - If this option is enabled, any Bitrix24.Network user can register on any Bitrix24 account (if they know the account address). However, administrator confirmation is still required.


• Allow anyone to invite new users to Bitrix24 - Enable this option to allow any employee to invite new users to your Bitrix24 account.


• Publish notifications about new employees in News - After hiring a new employee, all employees will receive a notification in News.


• Show year of birth in user profile - This option allows showing the year of birth when other employees browse the profile.


• Allow measuring and displaying stress level in user profile.


• Allow all users to update Bitrix24 plan - This option allows any employee to pay for the Bitrix24 tariff plan..


• Create a chat for overdue tasks with all task participants - If this option is enabled, a private group chat will be created with participants of an overdue task.


• Enable geolocation data collection - Enable this option to collect geolocation data from mobile devices of users. This option is required for proper functioning of some features in the Bitrix24 mobile app.


• Track read status of outgoing email messages - If this option is enabled, the system tracks whether outgoing messages have been read by the recipients and marks them as read.


• Track link clicks in outgoing email messages - If this option is enabled, CRM triggers can track user clicks on links. With these triggers, you can create automation rules to send notifications when a client or employee opens a link.



2. GDPR Compliance - As Bitrix24 has many clients in the European Union, we adhere to the General Data Protection Regulation (GDPR) compliance guidelines and have a GDPR section on our website. Please download a copy of the Data Processing Agreement and print it. This is your copy of the agreement.
   
   We also need to have our own copy. The agreement comes into effect when Bitrix24 account administrators provide all necessary information in the account settings (GDPR Compliance section) for documentation purposes.



3. Security Settings - In this section, you can enable the options Enable mandatory two-factor authentication for all employees and Specify the time all users have to enable two-factor authentication.



4. Services - In this section, you can disable certain Bitrix24 tools if they are not used in your company.



5. IP Restriction - Here, you can select users or entire departments for whom access will be allowed only from specific IP addresses.



6. Company Logo - You can upload your company logo, which will appear in the top left corner of the account instead of Bitrix24.



7. Address Source and Location Settings - Here, you can choose the map provider you need. By default, Bitrix24 uses OpenStreetMap, but you can also connect Google Maps.
   To work with Google Maps, you will need a special API key, which you need to enter in the settings block of that provider.

To add administrator permissions in Bitrix24, follow the steps below:

1. Log in to your Bitrix24 account as an existing administrator.
2. Go to the "Users" or "User Management" section in the Bitrix24 main menu.
3. Find the user to whom you want to grant administrator permissions. You can use the search function or browse the list of users.
4. Click on the user's name to go to their profile.
5. In the user's profile, locate the section related to permissions or roles. It may be labeled as "Permissions," "Roles," or similar.
6. In the permissions section, find the administrator option and select it. Make sure that assigning the administrator role aligns with your security and system management requirements.
7. After selecting the administrator role, click the "Save" or "Apply" button to confirm the changes.

How to revoke administrator rights in Bitrix24

1. Log in to your Bitrix24 account as an existing administrator.
2. Go to the "Users" or "User Management" section in the Bitrix24 main menu.
3. Find the user whose administrator permissions you want to revoke. You can use the search function or browse the list of users.
4. Click on the user's name to go to their profile.
5. In the user's profile, locate the section related to permissions or roles. It may be labeled as "Permissions," "Roles," or similar.
6. In the permissions section, uncheck the administrator option. Ensure that revoking the administrator role aligns with your security and system management requirements.
7. After unchecking the administrator role, click the "Save" or "Apply" button to confirm the changes.

To add an employee in Bitrix24, follow the steps below:

1. Log in to your Bitrix24 account using your login and password.
2. After logging in, locate the gear or three-dot icon, which is usually located next to the main menu..
3. Click on the icon to open the drop-down menu.
4. In the drop-down menu, find the "Settings," "Site Settings," or similar option. It may be located at the bottom of the menu.
5. Once you find the "Settings" option, click on it to open the settings panel.
6. In the settings panel, look for the "Users," "Employees," or similar option. Click on it to open the user management section.
7. In the user management section, there should be an option such as "Add User" or similar.
8. Click on the "Add User" option to open the new user creation form.
9. Fill in the required fields in the form, such as first name, last name, email address, etc. There may also be an option to select the user's role, such as administrator, manager, etc.
10. If you want to assign a password to the user, check the "Generate password" option or enter your own password.
11. You can also assign the user to relevant groups or departments if your Bitrix24 account supports this feature.
12. After filling out the form, click on the "Save" or "Add" button to add the employee to Bitrix24.

How to display a list of employees

1. Log in to your Bitrix24 account using your login and password.
2. After logging in, locate the gear or three-dot icon, which is usually located next to the main menu.
3. Click on the icon to open the drop-down menu.
4. In the drop-down menu, find the "Settings," "Site Settings," or similar option. It may be located at the bottom of the menu.
5. Once you find the "Settings" option, click on it to open the settings panel.
6. In the settings panel, look for the "Users," "Employees," or similar option.
7. Click on the "Users" or "Employees" option to open the user management section.
8. In the user management section, there should be a list of employees available.
9. Review the list of employees, which may be displayed in the form of a table or a list.
10. You can sort and filter the list of employees based on different criteria such as first name, last name, position, etc., if those options are available.
11. If you have a large number of employees and the list does not fit on one page, you can use pagination or scrolling to browse further records.
12. To obtain detailed information about a specific employee, you can click on their name or edit icon if available.

Assigning a role to an employee

1. Log in to your Bitrix24 account using your login and password.
2. After logging in, locate the gear or three-dot icon, usually located next to the main menu.
3. Click on the icon to open the dropdown menu.
4. In the dropdown menu, find the "Settings," "Site Settings," or similar option. It may be located at the bottom of the menu.
5. Once you find the "Settings" option, click on it to open the settings panel.
6. In the settings panel, look for the "Users," "Employees," or similar option.
7. Click on the "Users" or "Employees" option to open the user management section.
8. In the user management section, find the employee to whom you want to assign a role. You can use the search option or browse the list of employees.
9. Once you find the appropriate employee, click on their name or edit icon to open their profile.
10. In the employee's profile, look for the "Roles" or "Permissions" option. It may be located in the "Settings," "User Data," or similar tab.
11. Click on the "Roles" or "Permissions" option to open the role management section.
12. In the role management section, assign the appropriate role to the employee by clicking on the "Edit" or "Assign Role" button. You can select a role from the available options or customize roles according to your needs.
13. After assigning the role, save the changes by clicking on the "Save" or "Update" button.

Employee login history

In Bitrix24, there are various levels of permissions and access rights that can be assigned to system users. Here is a brief description of the key access levels in Bitrix24:

1. System Administrator - Has full access to all Bitrix24 features and settings. It has the highest level of permissions and can manage the account, users, roles, data access, system settings, and other parameters.
2. Group Administrator - Has permissions to manage a specific group of users in Bitrix24. They can add and remove group members, manage group settings, grant permissions within the group, create projects and tasks for the group, etc.
3. Manager - Has permissions to manage projects, tasks, and other activities within their group or project. They can create and edit tasks, assign tasks to other users, monitor project progress, manage documents and other resources.
4. Employee - Is a standard user of the system who has access to the features and resources assigned to them by the administrator or manager. They can perform tasks, communicate with other team members, browse documents, share information, etc.
5. Guest - Has limited access to system features and can only use certain functions such as chat and calendar.

• Module Access Rights: You can set which modules are visible and available to a specific user. For example, you can restrict access to the CRM module, Calendar, Tasks, Documents, etc.


• Function Access Rights: You can control which specific functions within the modules are available to the user. For example, you can allow task creation and editing but restrict the ability to delete or assign tasks to other users.


• Data Access Rights: You can define which data is visible to the user. For example, you can set that the user can only view their own tasks or customer data assigned to them.


• Group and Project Access Rights: You can specify which groups or projects the user has access to. You can also define the level of permissions within those groups or projects.


• File and Document Access Rights: You can control which files and documents are accessible to the user. You can set permissions for reading, editing, deleting, sharing, etc.


• User Management Access Rights: You can specify who has permissions to manage other users, such as adding, removing, editing users, assigning roles, etc.


• System Settings Access Rights: You can control which system settings are accessible to the user. For example, you can restrict access to system configuration settings, integrations with other tools, themes, etc.

Migrating to Bitrix24 may seem like a complex process, but there are tools and instructions available to assist with the migration.

Here are a few steps to consider when migrating to Bitrix24:

1. Business requirements analysis: Before starting the migration to Bitrix24, it's worth conducting a detailed analysis of your business requirements to ensure that Bitrix24 meets your company's needs. It's important to review the functionality provided, such as project management, CRM, e-commerce, etc.


2. Data preparation: Next, you need to prepare the data for migration, such as contacts, tasks, notes, files, etc. You can use the tools available in Bitrix24, such as CSV file import or utilizing the Bitrix24 API to transfer data from other systems.


3. Bitrix24 system configuration: It's important to review the settings and configuration options in Bitrix24, such as customizing user settings and permissions to ensure proper data management and access. It's also worth considering customizing the user interface to match your company's needs.


4. Test the migration: Before proceeding with the migration, it's important to test the process to ensure that everything works as expected. This can be done by transferring test data or conducting a test migration.


5. Perform the migration: Once everything is ready, you can proceed with the actual migration. It's important to carefully plan the process and establish appropriate stages to avoid data loss or any migration-related issues.


6. User training: After the migration is complete, it's beneficial to provide training for users to help them adapt to the new system and learn how to effectively utilize its features.


7. Monitoring and support: After the migration, it's important to monitor the system's performance and provide support to users, helping them troubleshoot issues and maintain the system in good condition.

Steps to Migrate Data to Bitrix24

1. Evaluate the type of data: Begin by identifying the type of data you want to transfer to Bitrix24. This may include contacts, tasks, meetings, customer history, files, etc. Determine which data is essential for your business and should be migrated.


2. Export data from existing sources: If you have data stored in other systems or tools, perform an export of that data. Make sure to export the data in appropriate formats that can be imported into Bitrix24. In some cases, you may need to utilize export tools available in the respective system.


3. Prepare data for import: Prepare the data for import into Bitrix24. This includes checking and ensuring that .

1. Compare the differences: Before proceeding with synchronization, it's worth comparing both versions of the file to identify the differences between them. You can use file comparison tools such as version control systems or file comparison applications.


2. Choose the preferred version: Based on the comparison and assessment of the differences, decide which version of the file is preferred or contains the latest changes that you want to keep.


3. Apply the changes: Depending on the tools and applications you have available, you can use different methods to apply the changes to the selected version of the file. For example, if you're using a version control system, you can choose to merge the changes or revert changes from one version to another.


4. Save the updated file: After applying the changes and synchronizing the files, save the updated version of the file. Make sure to save it in the appropriate location and under the correct name.


5. Check and verify: Once the synchronization process is complete, check the updated file to ensure that all changes have been applied correctly and that there are no errors or data loss.

The Activity Stream in Bitrix24 allows you to track interactions with data and actions taken by users within the system. It is a useful tool for managers and project leaders who want to monitor the progress of their team's work. Here are a few tips on how to work in the Bitrix24 Activity Stream:

1. Access the Activity Stream: Log in to your Bitrix24 account and navigate to the Activity section. It is usually located in the main menu or sidebar. Make sure you have the appropriate permissions to access the Activity Stream.


2. Filter the view: The Activity Stream can contain various types of interactions and actions. To focus on specific data, use the filtering function. You can filter by activity type (e.g., tasks, meetings, phone calls), responsible person, date, etc. This will help you concentrate on the information that interests you.


3. Track interactions with data: The Activity Stream allows you to track interactions with data. You can see who made changes to a task, created a new offer, added a comment to a file, and more. This enables you to monitor progress in real-time and identify individuals involved in specific actions.


4. Utilize notification features: Bitrix24 offers notification features that can inform you about new interactions and actions in the Activity Stream. Configure notifications in your account settings to receive real-time notifications, such as through email or push notifications in the Bitrix24 mobile app.


5. Analyze data and statistics: The Activity Stream also provides data and statistics related to interactions with data. You can analyze this information to assess team performance, track project progress, identify areas for improvement, etc. Use this data to make informed decisions and manage your team effectively.


6. Collaborate and communicate: The Activity Stream also enables communication and collaboration with other team members. You can comment on interactions, ask questions, provide answers, and more. This allows for smooth communication in the context of specific actions.

1. Date and Time: Specifies the date and time when a particular activity was performed.
2. User: Displays the name of the user who performed the activity.
3. Activity Type: Specifies the type of activity, such as task creation, file upload, or comment addition.
4. Subject: Displays the subject or name of the task, project, or other item associated with the activity.
5. Details: Contains details about the specific activity, such as the content of a comment, file name, or task changes description.
6. Icon: Includes an icon indicating the type of activity. Icons are useful when the displayed data is very similar, making it difficult to distinguish individual activities.

1. 1. Purchase a domain: First, you need to purchase your own domain, for example, through a domain registration service. Choose an appropriate name that represents your company or organization..

1. 1. DNS settings: After purchasing the domain, you need to configure the DNS records to redirect the traffic associated with your domain to the Bitrix24 servers. Log in to your domain provider account and go to the DNS settings.

1. 1. • Add a CNAME record: Create a CNAME record that redirects the domain (e.g., "www.yourdomain.com") to the Bitrix24 target address. The target address should be provided by Bitrix or available in the documentation.
      • Add MX records (optional): If you want to handle email for your domain through Bitrix24, add MX records pointing to the Bitrix24 mail servers. These MX records will also be provided by Bitrix or available in the documentation.

1. 1. Wait for DNS propagation: After making changes in the DNS settings, wait for the propagation of these changes across the network. This process can take from a few minutes to several hours, and the propagation time may vary depending on the DNS service provider.

1. 1. Configuration in Bitrix24: Log in to your Bitrix24 account and go to the administrative panel.

1. 1. • Go to the settings of your Bitrix24 instance, usually available in the "Settings" or "Configuration" section.
      • Find the option related to domain assignment or custom name. Enter your domain (e.g., "www.yourdomain.com") in the appropriate field.
      • Save the changes and wait for Bitrix24 to confirm the domain assignment. This may require verification by adding a special DNS record or other steps explained in the configuration process.

Bitrix domain name change

1. Log in to your Bitrix24 instance as an administrator.
2. Go to the administrative panel, usually accessible from the top menu on the right side.
3. In the administrative panel, find the "Settings" or "Configuration" section.
4. In the "Settings" or "Configuration" section, locate the option related to the domain or URL.
5. Click on the option to change the domain or URL.
6. Enter the new domain name you want to use.
7. Save the changes.
8. After saving the changes, Bitrix24 may ask you to confirm the new domain name. Depending on the configuration, you may be asked to add a DNS record or perform other verification steps.
9. Complete the necessary verification steps if prompted.
10. Once the new domain name is confirmed, your Bitrix24 instance will be redirected to the new domain name.

1. Log in to your Bitrix24 instance as an administrator.
2. Go to the administrative panel, usually accessible from the top menu on the right side.
3. In the administrative panel, find the "Settings" or "Configuration" section.
4. In the "Settings" or "Configuration" section, locate the option related to the instance name or company name.
5. Click on the option to change the instance name or company name.
6. Enter the new instance name you want to use.
7. Save the changes.

What is Bitrix24 Login

• Username: To log in to Bitrix24, you'll need to provide your username, which is typically the email address associated with your Bitrix24 account. You may also have a unique username if it has been configured in your account.

• Password: To secure your account, you'll need to enter the password associated with your Bitrix24 account. The password should be strong and unique to ensure the security of your account.

• Login page: Bitrix24 provides a login page where you can enter your login credentials. The login page URL may vary depending on the specific configuration of your Bitrix24 instance. However, you can usually find the login page by appending "/login/" or "/bitrix/login.php" to your Bitrix24 instance's URL.

• Remembering login: If you want to maintain convenience and expedite the login process, Bitrix24 offers an option to remember your login. This way, when you return to the login page, your login details will be pre-filled, enabling quicker login.

• Forgot password: If you forget your password, Bitrix24 allows for password reset through a recovery procedure. Typically, you can click on the "Forgot password" option on the login page and follow the instructions to reset your password.

Starting work in Bitrix24 may seem complex, but the system is designed to facilitate work and provide an intuitive user interface. Here are a few steps to help you get started with Bitrix24:

1. Create an account: Go to the Bitrix24 website and create a free account. You can register using your email address or sign up with your Google or Facebook account.


2. Familiarize yourself with the interface: After logging into your account, start exploring the Bitrix24 interface. Pay attention to the sidebar menu, where you'll find different modules and tools such as the home page, tasks, calendar, CRM, communication, etc.


3. Personalize your settings: Go to the account settings, where you can customize preferences such as your preferred language, time zone, notification preferences, etc. Make sure the settings are tailored to your needs.


4. Set up your profile: Complete your profile in Bitrix24 by adding information about yourself, such as your name, position, profile picture, etc. This will help other team members better identify you.


5. Explore the modules: Get acquainted with the various Bitrix24 modules and learn how to use them. For example, you can create tasks, add events to the calendar, manage contacts in the CRM module, communicate with your team through chat or video conferencing, etc.


6. Invite team members: If you're an administrator or have the appropriate permissions, invite other team members to join your Bitrix24. You can assign them roles and permissions to collaborate within the platform.


7. Training and support: Make use of the available training materials and Bitrix24 documentation to better understand the platform's features and capabilities. Bitrix24 also offers technical support where you can get answers to your questions and troubleshoot issues.

To add products to an online store in Bitrix, follow these steps:

1. Log in to your Bitrix account and go to the administrative panel.


2. Navigate to the "Online Store" or "E-commerce" module, depending on the module name in your Bitrix instance.


3. Find the option or menu that allows you to manage products. Typically, it will be "Product Catalog" or a similar option.


4. Click on "Product Catalog" or a similar button to open the list of products.


5. On the product catalog page, find the "Add New Product" or similar button. Click on it to initiate the process of adding a new product.


6. Enter basic information about the product, such as name, description, price, availability, etc. You can also add additional information such as photos, attributes, product variants, etc., depending on the available features in your Bitrix instance.


7. Customize the product settings, such as categories, tags, SEO description, related products, etc. If you have advanced requirements, you can also customize other options like discounts, stock availability, required fields, etc..


8. After entering all the information, click the "Save" or "Add Product" button to add the product to the online store.


9. Repeat these steps to add more products to the store if necessary.

How to make product images suitable for the bitrix online store?

1. Image Size - Images should not be too large. The recommended size for images is 1200 x 1200 pixels, but you can adjust the size to fit your online store's needs. Oversized images can slow down page loading, which can negatively impact user experience. You can resize images using graphic editing software like Photoshop, GIMP, or free online tools like Pixlr or Canva, or even using IrfanView.


2. Image Quality - Ensure that the images are high quality and sharp. Try to use images with the appropriate resolution that will look good both on the product page and in various gallery views or thumbnails. Avoid blurry, unclear, or pixelated images.


3. Lighting - Photograph products in proper lighting. Ensure there are no excessive shadows or overexposure. Bright, even lighting will help present the products well and allow potential customers to see the details..


4. Image Format - Prepare images in the appropriate format (e.g., JPEG or PNG) and sizes. Make sure the files are not too large to avoid slowing down the website's loading speed. Optimizing the file size will help maintain the online store's performance.


5. Image Names - After adding images to products in Bitrix, it's also beneficial to add descriptions to the images. These descriptions can include information such as the product name, model number, additional details, or features. They will assist in both search engine indexing and providing additional information to potential customers.


6. Alt Text for Images : Alt text is alternative text that appears when an image cannot be displayed. Alt text should describe the product and include relevant keywords that aid in search engine indexing.


7. Image Weight - Images should not be too heavy as it can result in slow page loading, which can impact user experience. The recommended size for images is around 300 KB.


8. Image Background - Choose a consistent or neutral background that doesn't distract from the product itself. You can use a white or light background to focus attention on the product. Avoid backgrounds that are too busy or have elements that may affect the perception of the product.

Here are a few steps to help you work with the main menu in Bitrix24:

1. Log in to your Bitrix24 account.


2. Click on the main menu icon in the top left corner of the screen.


3. Explore the sections: First, familiarize yourself with all the sections in the main menu. These include Home, Messages, Tasks, Calendar, Drive, CRM, Marketplace, Applications, and Settings.


4. Browse through the available modules in the main menu and select the one you want to use. You can also use the search field to find specific features in the system.


5. Utilize the search function: If you're unsure which section contains the feature you're looking for, use the search function in the main menu. Enter the name of the feature or section, and the system will display results.


6. Customize your main menu for quicker access to frequently used features. To do this, hover over the module name and click the "Add to Favorites" button. You can also customize your main menu to display only the sections that are important to you. To do this, drag a section up or down and drop it in a new position. You can also hide sections you don't use.


7. Open the selected module and start working with the available features. For example, if you chose the CRM module, you can add new clients, create deals, assign tasks, and more.


8. Use the Settings to customize various system settings such as language, notifications, view preferences, etc.


9. Take advantage of notifications: The main menu also displays notifications for new messages, tasks, and other important events. You can quickly navigate to the relevant section by clicking on the notification.


10. Use the context menu: In many sections of Bitrix24, such as CRM, Drive, or Tasks, you can right-click on an item to open a context menu. You'll find various options such as edit, delete, add to favorites, and more.

To add items to the Bitrix24 main menu:

1. Log in to your Bitrix24 account using your login credentials.
2. After logging in, locate the gear or three-dot icon, usually found next to the main menu.
3. Click on the icon to open the dropdown menu.
4. Once you've found the "Settings" option, click on it to open the settings panel.
5. In the settings panel, look for the "Menu," "Main Menu," or "Navigation" option. Click on it to open the menu management section.
6. In the menu management section, you'll see a list of current main menu items.
7. ATo add a new item to the menu, click on the "Add" or "New Item" button. It may be located at the top or bottom of the list.
8. PAfter clicking the "Add" or "New Item" button, a form will appear where you can define the new menu item.
9. Fill in the fields of the form, such as item name, link (URL), and optional icons.
10. Once you've defined the new menu item, click the "Save" or "Add" button to add it to the main menu.
11. The new item should now appear in the Bitrix24 main menu.

To invite Bitrix partners to your account, follow these steps:

1. Log in to your Bitrix24 account.
2. Click on your profile picture in the top right corner and select "Admin Panel".
3. Choose "Partners" from the left-side menu.
4. Click the "Invite Partners" button in the top right corner.
5. Enter the email address of the person you want to invite to the Bitrix partner program.
6. Select the role that this person will have in the Bitrix partner program.
7. Click the "Invite" button to send the invitation.

How to add a new client in Bitrix24

1. Go to the CRM section by clicking on the icon in the left-side main menu or on the home page.
2. Select the "Clients" section, and then click the "Add" or "Add Client" button.
3. Fill in all the required fields for the new client, such as name, address, email address, phone number, industry, and any other relevant information.
4. You can also add custom fields that correspond to specific requirements of your business.
5. If you want to assign the client to a specific employee, select their name from the "Assigned To" field.
6. Once you finish entering the details, click the "Save" or "Save and Close" button to add the new client to the CRM system.
7. You can also assign the client to the appropriate category, such as potential client, existing client, business partner, etc.
8. Click the "Save" button to add the new client.
9. After adding the client, you can view their details, interaction history, and perform various actions such as adding notes, deals, or tasks on them.


By following these steps, you will be able to easily add new clients to your CRM system in Bitrix24.





How to create a unified customer database:



To create a unified customer database in Bitrix24, follow these steps:


1. Create a new workgroup in Bitrix24 that will include team members responsible for managing the customer database.
2. Assign permissions to the workgroup members so that they can edit and update information in the customer database.
3. Create a contact form that will be used to collect customer information. The form should include fields such as name, email address, phone number, address, and other information relevant to your business.
4. Add the contact form to your website or any other place where customers can contact you.
5. When customers fill out the contact form, their data will be automatically added to the customer database in Bitrix24.
6. Enter existing customers' data into the customer database to create a comprehensive list.
7. Utilize the CRM features in Bitrix24 to create customer profiles that include information such as correspondence history, events, tasks, offers, and orders, enabling better customer relationship management.
8. Assign appropriate tags and categories to each customer to facilitate database searches and identify similar customers.
9. Train your team on how to use the customer database and update information to ensure everyone is familiar with the process.
10. Regularly update the customer database to keep information up to date with new customers, changes in contact details, and customer preferences.


With the created databases, you can perform the following actions:


• Conduct an analysis of the existing databases and choose the one that will serve as the foundation for the unified customer database.
• Create a data migration plan and determine which data will be transferred from other databases to the new customer database.
• Transfer data from other databases to the new customer database according to the established data migration plan.
• Verify and clean the data to ensure that all information is correct and consistent.
• Define a unified data format for the customer database to ensure that all data is recorded in a standardized format.
• Create a new customer database in the software that will manage the database.
• Import customer data into the new customer database, ensuring it aligns with the established unified data format.
• Configure the database settings such as access permissions and other options required for your business.


Ensure that all employees who will have access to the customer database are trained in using the new system.



To become eligible for startup capital in the Bitrix24 program, a partner needs to fulfill several requirements:?

The Bitrix24 program offers the opportunity to obtain start-up financing for partners who want to start a business activity related to the implementation and sale of Bitrix24 solutions. To receive start-up capital in the Bitrix24 program, the partner must meet several requirements:

The process and requirements for obtaining startup capital in the Bitrix24 program for partners may vary depending on the specific program and location. Here are the general requirements that often exist in such programs:


1. Partner registration: To qualify for startup capital, you must first register as a Bitrix24 partner. The registration process may involve filling out an application form and accepting the terms of the partner program.
2. Partner qualifications: There may be certain qualifications you need to meet as a Bitrix24 partner, such as the ability to provide services related to implementation, training, technical support, or sales of Bitrix24 products. Industry experience or relevant certifications may also be required.
3. Business plan: Often, partners are required to present a business plan that describes their strategy, goals, marketing plans, and financial forecasts regarding cooperation with Bitrix24. This business plan may be evaluated in terms of investment opportunities for startup capital.
4. Selection process: In some cases, Bitrix24 partner programs may involve a selection process where applicants are evaluated based on their competencies, experience, business potential, and ability to contribute to the Bitrix24 ecosystem..
5. Partner agreement: After accepting the application as a partner, signing a partner agreement may be required, which outlines the terms of collaboration, responsibilities, rights, and partner's obligations.


It's worth noting that the above requirements are general and may vary depending on the specific Bitrix24 partner program. If you are interested in obtaining startup capital, I recommend contacting the Bitrix24 team or visiting the official website to get the most up-to-date information regarding partner programs and their financial requirements.



Restrictions and guidelines that may be important for Bitrix24 partners include:


• Privacy policy and data protection: Bitrix24 partners should adhere to strict privacy policies and data protection measures to safeguard the confidentiality of customer information. They should comply with local and international regulations regarding personal data protection.
• Compliance with the law: Bitrix24 partners should operate in accordance with the applicable laws in their country and comply with any requirements regarding registration, licensing, taxes, employment, and other aspects of business operations.
• Honesty and ethics: Bitrix24 partners should conduct themselves in a fair and ethical manner in their actions, both in dealings with clients and other partners. They should avoid dishonest practices, misinformation, manipulation, and activities that contradict the principles of fair competition.
• Technical support and training: Bitrix24 partners should provide adequate technical support to their clients, assist in problem-solving, and provide answers to inquiries. They should also offer training and instructions on using the Bitrix24 platform.
• Brand compliance and marketing: Bitrix24 partners should adhere to guidelines regarding the use of the Bitrix24 brand and promotion of the platform. They should comply with established guidelines for designing marketing materials and using logos, slogans, and other visual elements.
• Required qualifications and certifications: Some Bitrix24 partnerships may require specific qualifications and certifications. Partners should meet these requirements to ensure high-quality services and professionalism.
• Reporting and accountability: Bitrix24 partners may be required to regularly report on their activities, such as the number of licenses sold, projects handled, financial results, etc. They may also be subject to assessment and quality control by Bitrix24.


These restrictions and guidelines aim to ensure consistency, quality, and compliance in the actions of Bitrix24 partners, as well as protect the interests of customers and the reputation of the Bitrix24 brand.

Pricing policy can be a significant constraint for Bitrix24 partners. Here are some examples of pricing policy limitations that may apply:


1. Minimum selling price: Partners may be required to set a minimum selling price for Bitrix24 licenses or related services. This limitation aims to prevent price dumping and maintain market competitiveness.
2. Maximum margin: Bitrix24 may limit the maximum margin that partners can charge customers. This ensures price control and protects customers from unjustifiably higher costs.
3. Discounts and promotions: Partners may have specific limitations on discounts and promotions. For example, they may be required to submit any planned promotions or discounts for approval by Bitrix24 to maintain price consistency.
4. Availability of special offers: Some special offers or bundled packages may be available only to partners who meet certain requirements, such as achieving a certain level of sales or obtaining relevant certifications.
5. Price consistency maintenance: Partners may be required to maintain price consistency with Bitrix24's official prices. This means they cannot offer licenses or services at lower prices than those officially set by Bitrix24.
6. Payments and trade terms: Bitrix24 may impose restrictions or conditions on payments, such as requiring upfront payment or specifying payment terms. Partners must adhere to these conditions to maintain consistency and efficiency in the trading process.


It is important for Bitrix24 partners to be aware of these pricing policy limitations and comply with them to ensure fair competition, customer protection, and price consistency within the Bitrix24 platform.

Here are some guidelines that may be relevant to Bitrix24 partners:


1. Product understanding: Bitrix24 partners should familiarize themselves with the features, capabilities, and benefits offered by the Bitrix24 platform. They should have a good understanding of all modules, integrations, and solutions available within Bitrix24.
2. Customer service excellence: Partners should strive for excellence in customer service. They should provide prompt, accurate, and helpful responses to customer inquiries and issues. They should be friendly, professional, and ready to assist in resolving any difficulties.
3. Compliance with privacy and data protection policies: Bitrix24 partners should adhere to privacy and data security policies to protect customer information. They should comply with relevant data protection regulations and ensure secure storage and processing of data.
4. Qualifications and training: Partners should invest in appropriate qualifications and training to gain in-depth knowledge of the Bitrix24 platform and its functionality. They should stay informed about the latest updates and enhancements and skillfully utilize Bitrix24 tools and modules.
5. Compliance with marketing guidelines: Partners should comply with guidelines regarding the use of the Bitrix24 brand and marketing activities. They should adhere to established rules for designing marketing materials, using logos, and other visual elements to maintain brand consistency and uniformity.
6. Maintaining a positive image: Partners should strive to maintain a positive company and Bitrix24 brand image. They should avoid actions that could harm Bitrix24's reputation or undermine customer trust.
7. Collaboration with Bitrix24: Partners should maintain active and regular communication with the Bitrix24 team. They should communicate their needs, provide feedback and suggestions, and keep Bitrix24 informed about their sales and customer support activities.


Adhering to these guidelines will help Bitrix24 partners build strong partnerships, deliver high-quality services, increase customer satisfaction, and enhance the reputation of the Bitrix24 brand.



How do I link my client's cloud account to my bitrix24 partner profile

To link a customer's cloud account to your Bitrix24 partner profile, you can follow these steps:


1. Log in to your Bitrix24 Partner account on the website https://www.bitrix24.com/partners/.
2. Go to the partner management or customer account section, depending on the available options.
3. Select the option to add a new customer or associate an existing customer.
4. Enter the customer's account information, such as the company name, contact details, email address, etc.
5. If the customer already has a Bitrix24 cloud account, ask them to provide the subdomain name of their account or the URL where their cloud account is accessible.
6. Enter the customer's subdomain name or account URL in the appropriate field.
7. If the customer doesn't have a Bitrix24 cloud account yet, you can create a new account for them using the available tools or the Bitrix24 Partner panel interface.
8. Review the provided information and confirm the linkage of the customer's account with your partner profile.


By following these steps, you will link your customer's cloud account to your Bitrix24 partner profile, enabling you to manage and collaborate with your clients easily from your Bitrix24 Partner account.

To issue a pro forma invoice in Bitrix24, follow the steps below:

1. Log in to your Bitrix24 instance as an administrator or a user with the necessary permissions to create invoices.
2. Go to the CRM (Customer Relationship Management) module from the main menu or using the appropriate shortcut.
3. Select the "Invoices" or "Sales" tab within the CRM module.
4. In the "Invoices" tab, click on the "Add Invoice" button or a similar button to create a new invoice.
5. Fill in the required fields for the customer's data, such as the customer's name, address, contact information, etc.
6. Choose the option for "Pro forma invoice" or a similar option as the invoice type.
7. Add invoice items, which are the products or services you want to include on the pro forma invoice. Enter the name, description, unit price, and quantity for each item.
8. Review and verify all the data on the pro forma invoice, ensuring it is accurate and comprehensive.
9. Click the "Save" button or a similar button to save the pro forma invoice in the system.
10. If needed, you can generate and print the pro forma invoice or send it to the customer using available options in Bitrix24, such as sending an email message with the invoice attached.

Bitrix24 offers several tools that can help facilitate virtual presence in the office. Here are a few of them:

• Kanban Board: The Kanban board in Bitrix24 allows you to organize and track tasks using drag-and-drop cards. You can create Kanban boards for different projects, departments, or teams, making it easy to monitor work progress and collaborate in real-time.


• Video Conferencing: : Bitrix24 provides tools for conducting video conferences and online meetings. You can hold team video calls, presentations, training sessions, or remote consultations, facilitating communication and collaboration among team members regardless of their location.


• Chat and Communication: Bitrix24 offers chat features that allow real-time communication with other team members. You can have private conversations, create group chats for projects or departments, exchange files and information.


• Meeting Scheduler: The scheduling feature in Bitrix24 enables you to plan and track meetings, both virtual and in-person. You can set dates, times, send meeting invitations, and monitor participant availability.


• Documents and Collaboration: Bitrix24 allows you to store, share, and collaborate on documents online. You can create folders and subfolders for different projects or departments, share documents with specific users, and collaborate on them in real-time.


• CRM and Customer Management: If you're involved in customer service-related activities, Bitrix24 offers a CRM module that allows you to manage contacts, track sales, manage deals, and handle customer support remotely.

1. Log in to your Bitrix24 account as an administrator or a user with appropriate permissions.
2. Choose the relevant tools in Bitrix24 that enable virtual presence in the office. For example, you can utilize chat, video conferencing, Kanban boards, meeting scheduler, etc., based on your team's needs.
3. Configure the settings and preferences of the tools. For instance, you can set chat preferences like availability status, notifications, preferred sound alerts, etc. You can also customize video conferencing settings such as image quality, sound, screen sharing, etc.
4. Invite team members to utilize the virtual presence features in the office. Provide information and instructions on how to use specific tools and offer training or technical support if needed.
5. Practice regular communication and collaboration with team members using Bitrix24 tools. Organize video meetings, engage in chat conversations, collaborate on documents, track project progress, etc. Maintain regular interaction and updates to uphold virtual presence in the office.
6. Monitor and evaluate the team's performance and progress. Utilize reporting and analytics features in Bitrix24 to track project progress, team members' performance, and other relevant indicators. Conduct regular performance reviews and provide feedback to continuously improve virtual presence in the office.

If you encounter problems with Bitrix24, you can take the following steps:

1. Check if the issue is specific to your account or the entire Bitrix24 service. To do this, you can reach out to other users. Bitrix24 has a large forum and community where users can share their experiences and troubleshoot problems. You can utilize these resources to seek advice and assistance from other Bitrix24 users.
2. Refresh the page - clear your cache and cookies, then reload the page.
3. Log in again - try logging in again to your account to ensure that your login credentials are correct.
4. Check for any running applications that may be blocking Bitrix24.
5. Update the software: If the issue is related to the software, it's worth checking if you have the latest version of Bitrix24 and updating it if necessary. Updates often fix bugs and introduce new features that can resolve issues.
6. Check your internet connection: If you are experiencing issues with video conferences or communication, it's worth checking your internet connection. Ensure that you have a stable internet connection, and if you're facing problems, contact your internet service provider.
7. Verify if you have the necessary permissions to perform a specific action. Some Bitrix24 features may only be available to users with specific permissions.
8. Restart your computer.
9. Check the documentation and technical support: Bitrix24 has well-documented resources such as user manuals, knowledge base articles, and FAQs that can help in troubleshooting issues.
10. If the problem persists, contact Bitrix24 customer support. You can utilize their technical support service, which is available 24/7, to seek technical assistance. You can use the contact form on the Bitrix24 website or utilize their chat or phone support to speak with a customer support representative.
11. If the issue relates to login or account security problems, it's essential to contact Bitrix24 customer support immediately to seek help in resolving the issue.

What to do if none of the employees can access the Bitrix24 account?

1. Verify the correctness of the login and password - ensure that employees enter the correct login and password. If unsure, you can use the password recovery feature to reset the password.
2. Check if the account has been blocked - if the account has been blocked due to multiple failed login attempts, contact the account administrator to unblock the account..
3. Check if employees are assigned to the appropriate user group and have the necessary access permissions - You can do this by accessing the user settings and verifying if employees are assigned to the correct group and have the appropriate access permissions for Bitrix24 features.
4. Check if employees are active - ensure that employees are not marked as inactive in the system.
5. Ensure that employees have the necessary permissions to use Bitrix24 - You can check this in the access settings, which allow you to determine who has access to specific features in Bitrix24.
6. Contact the account administrator - if the problem is not resolved, reach out to the account administrator for assistance.
7. Check if employees do not have any incorrect entries in their profiles.
8. Check if there are no internet connection issues - Ensure that employees have a stable internet connection and try to troubleshoot any internet connection issues if they arise.
9. Contact Bitrix24 customer support - if none of the employees can access the account, contact Bitrix24 customer support. Before contacting support, make sure to have relevant account information, such as the account ID, company name, and the email address of the account administrator.
10. Check if the account has not been deleted - if the account has been deleted, it will not be possible to regain access. In such a case, reach out to the account administrator or Bitrix24 customer support to inquire about what happened and how to recover the account.

What to do if at least one employee cannot access the Bitrix24 account?

1. Verify if the employee has the correct login credentials: Ensure that the entered username and password are correct. You can use the password reminder option to assist the employee in regaining account access..
2. Check if the employee is properly assigned to the Bitrix24 account: Ensure that the employee is assigned to the appropriate role and has the necessary permissions. If the employee is new, make sure they have been added to the system.
3. Check if the employee has an active account: Ensure that the employee's account is active and not blocked.
4. Check if the employee is using an updated web browser: Bitrix24 requires the latest versions of web browsers. Make sure the employee is using an up-to-date browser version..
5. Verify if the employee is not trying to access a different account than the one they have access to.
6. Check if the employee does not have any incorrect entries in their profile.
7. Verify if the employee has the appropriate permissions to use Bitrix24. You can check this in the access settings, which allow you to specify who has access to various Bitrix24 features.
8. Check if there are no internet connection issues for the employee. Ensure that the employee has a stable internet connection and troubleshoot any connection problems if they arise..
9. Contact Bitrix24 support team: If the issue persists, contact the Bitrix24 support team. Before reaching out, ensure you have the required information such as the employee's login, phone number, and email address.
10. Ensure there are no network or hardware issues: Check if the employee has internet access and if there are no network or hardware problems. You can ask the employee to try accessing the Bitrix24 account from a different location or device.

Bitrix24 is a business platform that offers several chat features. Here are some of them:

• Private Chats: You can have private conversations with other Bitrix24 users. You can send text messages, files, images, and other media. Private chat allows for one-on-one communication within the platform.


• Group Chats: You can create group chats to communicate with teams. You can invite team members to the chat and exchange information, ideas, files, and other data. Group chats can be thematic and used for discussions on specific topics.


• Real-Time Chat: Bitrix24 offers real-time chat, meaning messages are delivered instantly. You can have interactive conversations without delays, facilitating quick communication within your team.


• Chat Notifications: When you receive a new message in the chat, you'll receive a notification, which can be in the form of a sound notification or a desktop notification. This allows you to stay informed about important messages even when you don't have the chat window open.


• File Sharing: In Bitrix24 chats, you can share files, documents, and other resources. You can send files directly from your computer or use file sharing options from other Bitrix24 modules, such as Drive or CRM.


• Integration with Other Tools: Bitrix24 chats can be integrated with other tools available on the platform. For example, during a chat, you can display information related to a specific client from the CRM module or information related to a project from the Tasks module.

Creating Chats and Events

1. Log in to your Bitrix24 account and navigate to the user interface.


2. Find the relevant module or tool that allows chat or event creation. For chats, you can use the Chat module or Group Chat. If you want to create an event, you can use the Calendar or Tasks Planning module.


3. Once you've found the appropriate module, click on it to open it.


4. For creating a chat: Select the "New Chat" or "Create New Chat" option (the name may vary). Then, choose the participants of the chat who will join the conversation. You can select both individual users and groups.


5. For creating an event: Select the "New Event" or "Create New Event" option (the name may vary). Enter the event title, date, time, location, description, and other required details. You can also add event participants, assign tasks, set notifications, etc.


6. Fill in all the necessary fields and customize the settings if needed. For example, in the case of a chat, you can set the chat name, icon, chat type (one-on-one or group), etc. For an event, you can customize notifications, availability settings, task assignment, etc.


7. After filling in all the required information, click the "Create," "Save," or similar button to create the chat or event.

1. Log in to your Bitrix24 account and navigate to the user interface.


2. Go to the Calendar or Tasks Planning module, depending on the available features in your Bitrix24 instance.


3. Find the appropriate option that allows creating events. Typically, it will be a "New Event" or "Create New Event" button, which you can find in the top menu or sidebar.


4. Click on the "New Event" or similar button to start the event creation process.


5. Enter basic information about the event, such as the title, start and end date, and time. You can also add additional details like a description, location, related tasks, etc.


6. If you want to add participants to the event, check the relevant field or use the "Add Participant" or "Add Participants" option. You can select participants from the Bitrix24 user list or enter email addresses of external participants.


7. Customize other settings if necessary, such as notifications, availability, task assignment, related files, etc.


8. After entering all the information, click the "Create" or "Save" button to create the event.


After completing these steps, the event will be created in your Bitrix24 calendar or tasks planning module. You'll be able to manage the event, add participants, modify details, set notifications, and perform other actions related to event planning and organization in Bitrix24.

Bitrix24 offers several calendar features that help with time organization and task planning. Here are some of them:

• Event Creation: You can easily create events in the Bitrix24 calendar. Just select the date, time, title, and description of the event. You can also add related tasks, participants, attachments, etc.


• Event Notifications: Bitrix24 sends automatic notifications about upcoming events, ensuring you never miss important meetings or tasks. Notifications can be sent through various channels such as email, mobile app notifications, pop-up reminders, etc.


• Calendar Views: Bitrix24 provides different calendar views, including daily, weekly, monthly, list view, etc. You can customize the view to display information according to your preferences.


• Calendar Sharing: You can share your calendar with other team members in Bitrix24, facilitating scheduling of meetings and coordination within the team. You can also share the calendar with external individuals such as clients or partners..


• Resource Booking: If your company uses resources like conference rooms, company cars, etc., Bitrix24 allows you to book these resources using the calendar. You can check resource availability and reserve them for the appropriate time.


• Integration with Other Modules: The Bitrix24 calendar is integrated with other modules such as tasks, CRM, projects, etc. You can assign tasks to events, track project progress, manage client meetings, and more.


• External Synchronization: Bitrix24 enables calendar synchronization with external tools like Google Calendar, Outlook, Apple Calendar, etc. This allows for consistent views of your calendar across different applications.

Add an event to your bitrix24 calendar

1. Log in to your Bitrix24 account and go to the "Calendar" module. You can do this through the sidebar menu or using the top navigation bar.
2. In the calendar view, select the date you want to add the event to. You can choose the desired date using the "Day," "Week," or "Month" options.
3. Left-click on the chosen date and time. A dialog box should appear, displaying the option to "Add New Event" or similar.
4. Enter basic information about the event, such as the title, description, location, etc. You can also set the start and end date, time, related tasks, participants, etc.
5. Add notifications if you want to receive reminders for the event. You can choose different notification options like email, mobile app notifications, pop-up reminders, etc.
6. If desired, you can assign a category to the event. Categories can help with organization and filtering of events in the calendar.
7. After filling in all the necessary information, click the "Save" or "Add" button (depending on your Bitrix24 version). The event will be added to your calendar.


After completing these steps, the event should be visible in your Bitrix24 calendar on the selected date and time. You can edit or delete the event at any time using the available options in the calendar.




How to create a new calendar in Bitrix24



Here are the steps to create a new calendar in Bitrix24:


1. Log in to your Bitrix24 account and go to the "Calendar" module. You can do this through the sidebar menu or using the top navigation bar.
2. In the calendar view, locate the section with the list of available calendars. It is usually positioned on the left or at the top of the screen, depending on the interface layout.
3. In the section with the list of calendars, find and click the "Create New Calendar" or similar button. It may be marked with a plus (+) icon or labeled as "New"
4. Enter a name for the new calendar. The name should be descriptive and help identify the calendar.
5. Choose configuration options for the new calendar. Depending on your Bitrix24 version, you may have the ability to customize settings such as access permissions, calendar visibility, colors, etc.
6. If desired, you can also add additional information such as a calendar description, icon, etc. These options may vary depending on the specific features available in your Bitrix24 version.
7. Click the "Save" or "Create" button (depending on your Bitrix24 version). The new calendar will be created and appear in the list of available calendars.


After creating the new calendar, you will be able to add events to it, manage its settings, share it with other users, etc. Keep in mind that available features and options may vary depending on your Bitrix24 version and account configuration.

A knowledge base is a systematically gathered and shared information about a company's product or service. It typically includes articles, guides, instructions, frequently asked questions (FAQs), and other materials that help users understand and effectively utilize the product or service.

In Bitrix24, there is a Knowledge Base module that allows for creating and managing a knowledge base. To create a knowledge base in Bitrix24, follow these steps:

1. Log in to your Bitrix24 account and navigate to the user interface.


2. In the top navigation menu, find and click on the "Knowledge Base" module (the module name may vary depending on your Bitrix24 configuration)..


3. Upon entering the Knowledge Base module, click on the "Create Section" or "Add Section" button (the button name may differ depending on the version).


4. Enter a name for the section that will represent the topic or category to which articles in the knowledge base will be assigned. Then click "Save" or "Create".


5. After creating a section, you can add articles to the knowledge base. Click on the created section, and then click on the "Create Article" or "Add Article" button (the button name may vary).


6. Enter the title of the article, its content, and other relevant information. You can also format the text, add attachments, images, or links.


7. Once you finish editing the article, click "Save" or "Create". The article will be added to the knowledge base in the selected section.


8. You can repeat these steps to create additional sections and articles in your knowledge base. You can also edit, delete, or move articles between sections at any time.

• Log in to your Bitrix24 account and navigate to the user interface.


• Find the "Knowledge Base" or "Knowledge" module in the top navigation menu and click on it.


• You will now be in the knowledge base view. You can browse through available sections and articles using the category tree or the list of articles.


• To find a specific article, you can use the search function. Enter the relevant keyword in the search field and click the magnifying glass icon or press Enter.


• When you find an article of interest, you can open it by clicking on its title. Inside the article, you will find the content, attachments, images, and other information.


• If you need to consult with others or discuss the article, you can use the comments section. You can add comments, ask questions, or share your feedback.


• If you have permission, you can edit the article. Click on the "Edit" or "Change" button (button names may differ) at the top of the article page. Make the necessary changes and click "Save" or "Update".


• You can also add new sections and articles to the knowledge base. Click on the respective "Create Section" or "Create Article" buttons (button names may vary) and follow the instructions.


• To manage access permissions to the knowledge base, specifying who can read, edit, or add articles, use the permission management options in the Knowledge Base module settings.


• If you are an administrator or the owner of the Bitrix24 account, you can also customize the appearance and functionality of the knowledge base through module settings and configurations.

Intelligent Processes in Bitrix24 are tools that enable the automation and optimization of various business processes within the Bitrix24 platform. They allow you to configure automated workflows triggered by specific events, actions, or conditions that you define.

Intelligent Processes allow you to create rules and scenarios that automatically perform specific tasks, such as task assignment, notifications, CRM record updates, report generation, and more. They can be tailored to your company's specific needs and tasks to optimize organizational operations.

Here are some examples of Intelligent Processes in Bitrix24:

• Automatic task assignment: You can configure a process that automatically assigns tasks to specific users based on predefined conditions like task priority, deadline, status, etc.


• Notifications and alerts: You can set up Intelligent Processes to send notifications and alerts in response to specific events or conditions. For example, when you receive a new email message from a client, the system can automatically notify the relevant team member.


• CRM record updates: You can configure processes that automatically update data in the CRM system based on specific events, such as order placement, contact with a potential customer, payment received, etc.


• Report generation: You can set up processes that automatically generate reports based on specific data or a schedule. For example, you can schedule a weekly sales report for management.

In Bitrix24, "Activities" is a general term referring to various types of actions or tasks that can be performed within the platform. Activities in Bitrix24 help organize, track, and manage different aspects of work, both individually and in teams. Here are some examples of typical activities in Bitrix24:

1. Tasks: Tasks are the basic type of activity in Bitrix24. You can create tasks, assign them to yourself or other users, set deadlines, add descriptions, monitor progress, and mark tasks as completed.


2. Meetings and Calendar: Bitrix24 includes a calendar module that allows for scheduling meetings, reserving resources, assigning participants, and sending meeting notifications. You can also create related tasks or recurring tasks.


3. Discussion Threads: You can create discussion threads within Bitrix24 to communicate with other team members, ask questions, share information, discuss projects, or issues.


4. Notes: Bitrix24 offers the ability to create notes that can contain text, files, images, or other content. Notes can be used for recording important information, reminders, task lists, or other personal notes.


5. Chats and Messages: Bitrix24 has a communication module that enables chat conversations, sending private or group messages, sharing files, and real-time collaboration.


6. Telephony: As mentioned earlier, Bitrix24 offers built-in VoIP telephony, which means you can make voice calls and handle phone-related activities directly from the platform.


7. CRM Activities: If you are using the CRM module in Bitrix24, you will have access to various activities related to customer relationship management, such as creating and tracking deals, orders, contact histories, sales analytics, etc.

Here's how to work with activities in Bitrix24:

1. Creating Activities: To start working with activities, create a new activity by selecting the appropriate type, such as task, meeting, discussion thread, etc. Fill in the required fields, such as name, deadlines, description, participants, etc.


2. Assigning Activities: Assign relevant activities to yourself or other users. You can choose the appropriate participants or teams responsible for performing the activity.


3. Tracking Progress: Monitor the progress of activity completion. You can specify the status, add comments, make changes to plans, update deadlines, etc. This way, you'll have a comprehensive overview of the progress of work.


4. Notifications and Reminders: Utilize the notification feature in Bitrix24 to receive notifications about assigned activities, changes in status, comments, or upcoming deadlines. Reminders will help you stay on top of important dates and tasks.


5. Related Activities: If activities have connections or dependencies, you can create relationships between them. For example, a task can be related to a meeting, and a meeting can be related to a discussion thread. This facilitates tracking dependencies and collaboration within teams.


6. Working with CRM: If you are using the CRM module in Bitrix24, take advantage of the ability to synchronize activities with CRM data. For example, after creating an activity, you can assign it to a specific contact, deal, or other record in CRM.


7. Reporting and Analysis: UUse the reporting features in Bitrix24 to obtain insights into performance and progress in working with activities. You can generate reports, analyze data, and identify areas that require attention or optimization.

How can I create a document in Bitrix24?

To create a document in Bitrix24, follow these steps:

1. Log in to your Bitrix24 account..
2. On the toolbar, find the "Drive" or "Files" section and click on it.
3. Locate the appropriate location where you want to create the document. It can be a general folder or a folder assigned to a specific project.
4. Click the "Create" button or the plus (+) icon to display the available options for creating a document.
5. Choose the relevant type of document you want to create, such as "Text Document" or "Excel Document."
6. An online editor will open where you can create and edit your document. Fill in the document content as needed.
7. You can also give the document a name and choose access settings, such as read and write permissions for other users.
8. KWhen you finish creating the document, click the "Save" or "Save and Close" button to save it in Bitrix24.
9. The created document will now be visible in the selected folder and will be available to other users if you set the appropriate permissions.


Note that the available types of documents may vary depending on the specific Bitrix24 plan you are using. The above steps are a general guide to creating documents in Bitrix24.

Collaborating with documents in Bitrix24 enables easy and efficient document creation, editing, and sharing within your organization. Here are a few steps to effectively work with documents in Bitrix24:


1. Create a new folder or navigate to an existing folder where you want to store documents.
2. Select the "Add File" button and choose the file you want to add.
3. After adding the file, you can rename it, add a description, and assign tags to facilitate searchability.
4. You can also specify access permissions for the file, such as public access, access only for selected groups, or access only for specific users.
5. You can internally share the file by sending the file link through an internal message or email.
6. You can also invite other Bitrix24 users to collaborate on a specific file, allowing them to edit and comment on the file in real-time.
7. Bitrix24 also enables cloud-based document creation, such as text documents, spreadsheets, and presentations.
8. You can collaborate on documents in real-time with other Bitrix24 users, add notes and comments, and share documents internally or publicly.
9. You can also utilize versioning features to track the history of changes in the document and restore previous versions if needed..
10. Analyze document usage statistics to better understand how organizational resources are utilized and which documents are most important to users.


By following these steps, you can effectively manage documents in Bitrix24, enhancing your productivity and time organization. Bitrix24 offers many features for document creation and sharing, analyzing document usage statistics, and controlling the utilization of organizational resources, leading to improved financial results and organizational efficiency.

Bitrix24 is a comprehensive CRM system that offers multiple functionalities and tools for businesses. This system allows you to create multiple branches and manage them from a single place.
In Bitrix24, you can create any number of branches, each having its independent accounts and workspaces. Each branch can have its own organizational structure, and employees from different branches can collaborate and exchange information.
With Bitrix24's integration with communication tools such as chat, email, and video conferencing, teamwork between branches is greatly facilitated.
It's worth mentioning that Bitrix24 provides various analytical tools that allow you to track and analyze the activities of each branch, which can be very useful for managers and business owners.

In Bitrix24, you can create different divisions or departments to organize your organizational structure and focus on specific employee groups or projects. Here are some steps you can take to create branches in Bitrix24:

1. Log in to your Bitrix24 account as an administrator or a user with appropriate permissions.


2. Go to the "Users" or "User Management" section in the Bitrix24 main menu.


3. Select the option "Add Branch" or "Create New Branch." There may also be an option for "Add Department."


4. Enter the branch name and other information you want to assign to the branch. You can also add a branch description, address, phone number, logo, etc.


5. If you want to assign users to the branch, you can select the relevant users from the list of available employees. You can also create new user accounts for individuals who don't have Bitrix24 accounts yet.


6. Once you finish configuring the branch, click the "Save" or "Create" button. Your new branch will be created and visible in the Bitrix24 organizational structure.


7. Repeat these steps to create additional branches or departments if needed.

1. Create Branches: Create branches in Bitrix24 as outlined in the earlier instructions. You can create branches for different locations, departments, or projects.


2. Configure Organizational Structure: After creating branches, you can configure the organizational structure to reflect the hierarchy and relationships between branches. You can create sub-branches, group branches into sections, and customize the visibility of the organizational structure.


3. Assign Access Permissions: Specify access permissions for each branch to control which modules, features, and resources are available to individual branches. You can also assign permissions to individual users or user groups within branches.


4. Communication and Collaboration between Branches: Utilize communication and collaboration tools in Bitrix24, such as workgroups, kanban boards, tasks, discussions, and chats, to enable interaction and collaboration between branches. You can create groups for specific branches or for projects involving employees from different branches.


5. Manage Projects and Tasks: Use the projects and tasks module in Bitrix24 to manage projects, assign tasks, monitor progress, and foster collaboration between branches. You can create projects for specific branches or teams composed of employees from different branches.


6. Reporting and Analysis: Utilize reporting and analysis features in Bitrix24 to monitor the activities and results of each branch. You can generate reports on sales, performance, employee engagement, etc., to assess the work of individual branches.


7. Training and Support: Provide training and support to users from different branches to familiarize them with Bitrix24 features and enable them to effectively utilize the platform. You can organize online training, create instructional materials, and provide documentation on using Bitrix24.

What is the difference between the Bitrix24 Cloud plan and the Bitrix24 On-Premise plan

Bitrix24 Cloud is a plan that operates in the cloud, which means that data and applications are hosted and managed by Bitrix on their servers. Users access the system through a web browser or mobile app, and plan payments are made based on a subscription. The Cloud plan is easy to deploy and does not require additional financial investment in servers or maintenance.

On the other hand, Bitrix24 On-Premise is a plan that can be installed on an organization's local server. This means that the organization has full control over the data and applications, as well as the security and access to the system. However, it requires the purchase of software licenses, as well as financial and technical investments in server maintenance. This plan is primarily aimed at larger organizations that have their own IT infrastructure.

In summary, the main difference between Bitrix24 Cloud and Bitrix24 On-Premise plans lies in where the data and applications are hosted and what financial investments are required to maintain the system. The Cloud plan is easier to deploy and more flexible in scaling, while the On-Premise plan provides full control over data and applications but requires additional financial and technical investments.

Features of Bitrix24 Cloud version include:

1. Easy deployment - The Bitrix24 Cloud plan is easy to deploy as it does not require installation on the organization's server. You simply need to log in to your account and start using the system.
2. Anywhere access - The Cloud plan allows access to the system from anywhere and any device as long as you have an internet connection. This enables remote work or access from anywhere in the world.
3. Process automation - Bitrix24 Cloud offers many features for automating business processes, such as automatic task assignment, event notifications, deadline reminders, and more.
4. High flexibility - The Cloud plan allows for easy customization of the system to meet the organization's needs. There are various modules and add-ons that can be added depending on requirements.
5. Technical support - Bitrix24 offers high-quality technical support for its users. The support team is available via phone, chat, or email and is always ready to assist with any issues.
6. Regular updates - The Bitrix24 Cloud plan is regularly updated to provide users with the best tools and features. Updates are rolled out regularly and do not require any additional work from the user.

1. Data control - The On-Premise version allows for full control over company data as it is stored on the company's own server, rather than on cloud servers.
2. Customization - The On-Premise version allows for customization of the software to the company's specific needs. This means you can customize the user interface as well as the features and modules to specific requirements.
3. Security - The On-Premise version offers enhanced data security as data is stored on the company's server rather than in the cloud, which may be more prone to cyber attacks.
4. Integration - The On-Premise version allows for easy integration with other company systems, making data management easier and increasing work efficiency.
5. Technical support - The On-Premise version offers technical support, which is particularly important when the software is installed on the company's server. Support may include assistance with installation, configuration, and maintenance of the software.
6. Availability - The On-Premise version is available when the company needs access to the software, even if there is no internet connection available.

1. CRM Module - The Bitrix24 platform offers a comprehensive CRM module that allows for managing customer contacts, leads, sales, marketing, and customer support. The CRM module also includes tools for data analysis, reporting, and business process automation.
2. Project Management Tools - Bitrix24 Enterprise provides many project management tools, including planning, scheduling, progress and budget tracking, task management, time tracking, and team communication.
3. Business Process Automation - The Bitrix24 platform enables business process automation, saving time and increasing efficiency. It offers various automation tools, including marketing automation, sales automation, customer service automation, HR automation, and more.
4. Sales Tools - Bitrix24 Enterprise offers sales tools to manage the sales cycle, including lead generation, sales forecasting, proposal and contract creation, customer support, and more.
5. Security - Bitrix24 Enterprise provides advanced security features such as two-factor authentication, access control, data encryption, and more.
6. Integrations - The Bitrix24 platform allows integration with other business tools such as Microsoft Office, Google Apps, Salesforce, LinkedIn, and many others.
7. Advanced Reporting and Data Analysis - Bitrix24 Enterprise offers advanced reporting and data analysis tools, enabling better understanding of company actions and making more effective decisions.

• Number of Users- If the company has a small number of users, the free or basic plan may be sufficient. However, a larger number of users may require a premium or business plan.
• Functionality - Different plans offer different features, so it's important to carefully analyze the required functionalities for the company. For example, the business plan offers advanced CRM and HR features that may be necessary for larger companies.
• Integrations - If the company uses other tools such as project management systems, accounting programs, or communication tools, it's worth selecting a plan that offers easy integration with those tools..
• Budget - Bitrix24 plans have different pricing, so it's important to choose a plan that fits within the company's budget.

• Free License - This license allows for free usage of basic Bitrix24 features. It's intended for small businesses or individuals who want to try the platform before purchasing a paid plan.
• User-based License - This license allows for the usage of the platform by a single user and includes basic Bitrix24 features.
• User Count Licenses: - Bitrix24 offers different types of licenses for different user counts. You can choose licenses for 2, 12, 50, 100, or even 500 users, depending on your company's needs.
• Self-Hosted License - If the company wants to use the Bitrix24 on-premise version, it needs to purchase an appropriate license. The self-hosted license is designed for companies that want full control over their data and store it on their own servers.
• Unit Licenses - Bitrix24 allows for purchasing licenses for organizational units, enabling specific platform features to be available only for a designated group of users.

Bitrix24 is a CRM (Customer Relationship Management) software and project management tool that enables organizations to manage projects, business processes, sales, and marketing. There are several versions of Bitrix24, including a desktop version for Windows and macOS operating systems.
The Bitrix24 Desktop Application allows users to easily and conveniently use the software without the need to browse the Bitrix24 website in a web browser. The application provides access to various Bitrix24 features, such as task management, projects, contacts, emails, schedules, reports, and many others.
With the Bitrix24 Desktop Application, users can also utilize offline software functionality, which means that data is locally stored on the computer, allowing work to be done without an internet connection. The application also offers quick access to notifications and allows the use of various keyboard shortcuts, increasing work efficiency.
The Bitrix24 Desktop Application is available for free download on the official Bitrix24 website.

Bitrix24 desktop applications have many advantages, including:

The Bitrix24 desktop application is a desktop application that allows you to use the Bitrix24 platform directly from your desktop. It works on operating systems such as Windows, macOS and Linux. The Bitrix24 desktop application offers many features and benefits, such as:

1. Convenient Access: The desktop application allows for quick and direct access to Bitrix24 from your computer's desktop. You don't need to open a web browser and enter the website address.


2. Notifications and Sound Alerts: The desktop application enables receiving notifications about new messages, tasks, activities, or meetings directly on your computer's desktop. You can also configure sound alerts to remind you of important events in Bitrix24.


3. Offline Sync: The Bitrix24 Desktop Application allows for working in offline mode. You can browse your tasks, documents, calendars, and other data even when you don't have an internet connection. Once you reconnect to the internet, all changes will be synchronized with the Bitrix24 servers.


4. Convenient File Upload: The desktop application makes it easy to upload files directly from your computer to Bitrix24. You can drag and drop files into the relevant Bitrix24 modules, such as CRM, tasks, or drive.


5. Operating System Integration: The Bitrix24 Desktop Application is integrated with your computer's operating system. You can use context menu functions, drag and drop items, use keyboard shortcuts, and other features specific to your operating system.


6. Quick Access to Functions: The Bitrix24 Desktop Application provides quick access to the main platform functions. You can quickly switch between modules, browse your tasks, messages, meetings, and other items directly from the application interface.

• Project Management: The Bitrix24 desktop application allows you to create projects, add tasks, set priorities, define deadlines, and track progress. You can assign tasks to specific users and delegate tasks.


• Customer relationship management: Bitrix24 offers CRM features for managing customer relationships. You can store contact information, interaction history, sales data, create quotes, set reminders, and analyze customer data.


• Scheduling: The desktop application includes a calendar module for scheduling meetings, tasks, and other events. You can create notifications, reminders, book resources, and track deadlines in one place.


• Document Management: The Bitrix24 desktop application allows you to store and share documents, files, and other resources in one place. You can create folders, control file access, share them with the team, and collaborate on them.


• Data Analysis: The Bitrix24 desktop application enables generating various reports and analyzing data related to projects, sales, and marketing activities. You can also use tools for sales forecasting and performance evaluation.


• Team Communication: The desktop application facilitates internal communication within a team. You can send messages, have chat conversations, share files, collaborate on documents and projects, and organize video conferences.


• Time Tracking: Bitrix24 enables tracking team's working time and efficiency. You can record time spent on tasks, monitor time usage, generate reports, and analyze productivity.


• Integration with Other Tools: The Bitrix24 desktop application integrates with various tools such as email, calendar, tasks, CRM, and more. This allows you to access different functions and information in one place.

1. Convenient Offline Access: The Bitrix24 desktop application allows you to work offline, meaning you can use the platform without an internet connection. You can browse data, edit tasks and documents, and then synchronize them once you regain an internet connection.


2. Speed and Responsiveness: The Bitrix24 desktop application operates locally on your computer, making it fast and responsive. You are not dependent on internet speed or a web browser, which speeds up data access and interaction with the platform.


3. Notifications and Alerts: The Bitrix24 desktop application offers desktop notifications that inform you about new messages, tasks, meetings, or other events. You can configure notification settings to receive important information without opening a browser.


4. Operating System Integration: The Bitrix24 desktop application integrates with your computer's operating system, allowing you to use contextual menu options, keyboard shortcuts, and other system-specific tools.


5. Multi-Screen Support: If you use multiple monitors, the Bitrix24 desktop application supports extending to additional screens. You can expand your workspace and have more room to display Bitrix24 modules and data.


6. Easy Installation and Updates: The Bitrix24 desktop application can be easily installed on your computer. Updates are also straightforward as the application will automatically update when a new version is released.


7. Data Security: The Bitrix24 desktop application ensures secure access to your data. Information is stored locally on your computer, minimizing the risk of data loss due to network failures or server issues.

• Navigation Bar: The navigation bar is usually located on the left or top of the application and displays icons or names of the main modules, such as tasks, calendar, messages, CRM, drive, etc. By clicking on the appropriate icon, you can navigate to the selected module.


• Sidebar: The sidebar is where various options and functions related to the currently selected module are displayed. This may include task lists, calendar, contact lists, messages, files, reports, etc. The sidebar enables navigation between modules and access to various functions.


• Record Cards: When you select a specific task, contact, message, or other item, the Bitrix24 desktop application displays a record card that contains detailed information about that item. The record card allows you to edit data, add comments, attachments, check action history, and perform other operations related to the item.


• Context Menu: The Bitrix24 desktop application provides a context menu that can be triggered by right-clicking on a specific item, such as a task, contact, or message. This menu includes various options related to the item, such as editing, deleting, assigning, sharing, etc..


• Notifications: The Bitrix24 desktop application has a notifications view that allows for easy tracking of new messages, tasks, meetings, and other events. Notifications can be displayed as icons or text notifications. You can also configure sound notifications and desktop notifications to stay informed about important events.

The Event Log in Bitrix24 is a tool used to record various events within the system, such as changes in system configuration, errors, warnings, as well as information about user and administrator actions within the system.

The Event Log is useful for monitoring, diagnosing, and resolving issues in the Bitrix24 system, as well as analyzing user actions. It allows for collecting and displaying information about errors, warnings, and other system events in real-time or within a specified time range.

The Event Log is also valuable for system administrators who want to monitor user activities and protect the system from potential threats. The Event Log can be used to analyze user activity, including tracking who performed specific operations in the system, when, and how.

The Event Log is accessible to administrators and can be used to review events such as:

1. System Errors - Information about system errors, such as server errors, database errors, PHP errors, etc.


2. Warnings - Information about system warnings that may indicate issues or potential problems in the system.


3. User Actions - Information about user actions, such as login, logout, profile changes, file additions or deletions, etc.


4. Administrator Actions - Information about administrator actions, such as changing system settings, adding or removing users, etc.


5. Security Events - Information about unsuccessful or successful attempts to attack the system, unauthorized access attempts, etc.

How to connect email to Bitrix24?

To connect your email to Bitrix24, follow these steps:

1. Go to the Bitrix24 admin panel by clicking on your profile picture in the upper right corner and selecting "Admin Panel."
2. In the admin panel, go to the "Mail" or "Mail Settings" section.
3. Select the option to "Add Mailbox" or "Connect Mailbox."
4. Choose the email provider you want to connect with Bitrix24. You can connect with popular email providers like Gmail, Outlook, Yahoo, etc. If you use a different email provider, select the "Other" or "Manual Settings" option.
5. If you choose one of the popular email providers, you will be redirected to their login page. Log in to your email account and allow Bitrix24 to access your mailbox.
6. After logging in and granting permissions to Bitrix24, you will be redirected back to the Bitrix24 admin panel.
7. You can then configure email settings such as mailbox name, email address, incoming and outgoing mail server, ports, authentication type, etc. If connecting with a different email provider, you will need to manually enter these details.
8. After configuring the settings, save the changes and wait for Bitrix24 to establish a connection with your mailbox. This may take a moment to establish the connection.
9. After successful connection, your mailbox will be visible in Bitrix24. You will be able to view and send emails directly from Bitrix24, as well as assign them to specific records such as tasks, contacts or projects. Bitrix24 hosting refers to the infrastructure and services that are used to store and share data related to your Bitrix24 account. Bitrix24 is a cloud platform, which means that your data such as files, messages, tasks, documents, etc. are stored and managed in the cloud instead of on a local server.

1. Data Storage: Bitrix24 provides space to store data related to your Bitrix24 account, such as files, documents, databases, etc. You can create folders and directory structures to organize your data.
2. Data Security: Bitrix24 ensures the security of your data by implementing various protection mechanisms such as encryption, firewalls, antivirus, etc. Your data is stored on Bitrix24 servers and protected from unauthorized access.
3. Performance and Availability: Bitrix24 ensures scalability and performance of its hosting infrastructure to enable fast access to your data. Bitrix24 servers are monitored and maintained to provide the highest possible service availability.
4. Backups: Bitrix24 regularly creates backups of your data, allowing for data restoration in case of failures or loss.

1. Content search: Indexing enables full-text search within different modules of Bitrix24. This allows you to quickly find the required information by entering relevant keywords in the search field.
2. Speed and efficiency: Data indexing in Bitrix24 aims to provide fast and efficient search capabilities. With indexed data, the system can process search queries in real-time and return results quickly.
3. Result accuracy: Indexing in Bitrix24 takes into account various factors such as data hierarchy, tags, categories, attributes, etc., ensuring precise filtering and displaying of search results.
4. Flexibility: Bitrix24 allows customization of indexing by selecting the modules to be indexed and configuring search preferences and categories.

1. Employee profiles: Bitrix24 allows you to create and manage employee profiles. You can store personal information, contact details, employment history, skills, promotions, performance reviews, etc. All this information is available in one place.
2. HR and payroll: Bitrix24 enables the management of HR and payroll information for employees. You can track data related to working hours, attendance, salary, benefits, leave, etc. These tools assist in comprehensive HR operations.
3. Recruitment: Bitrix24 provides tools for managing the recruitment and selection process. You can create job offers, maintain a candidate database, conduct interviews, track recruitment statuses, etc. These tools streamline the recruitment process and enable effective candidate management.
4. Performance evaluation: Bitrix24 allows for conducting employee evaluations and monitoring achievements within the organization. You can set goals, track progress, provide feedback and ratings, and collect employee feedback. These tools help monitor work performance and employee development.
5. Training organization: Bitrix24 offers the ability to organize and track training programs within the company. You can create training schedules, manage participants, monitor progress, issue certifications, etc. These tools facilitate skill development and employee training.
6. Time management system: It enables employees to register working hours and attendance, plan vacations, schedule and manage tasks.
7. Team collaboration: Bitrix24 also offers collaboration tools for teams, such as chat, calendar, reminders, and more, which facilitate project management and HR-related tasks.

1. Make sure you have the Bitrix24 Desktop App installed on your computer. If you don't have it installed yet, you can download and install it from the official Bitrix24 website.
2. Log in to your Bitrix24 account using the Bitrix24 Desktop App.
3. Focus on the screen you want to share and ensure that there are no sensitive data visible that shouldn't be seen by others.
4. In the Bitrix24 Desktop App, find the "Share Screen" or "Share Desktop" option (usually represented by a monitor icon with arrows) and click on it.
5. After clicking the "Share Screen" option, a new dialog box will appear with screen sharing options. You can choose to share the entire screen, an application window, or a specific screen area.
6. Select the appropriate option and click "Start" to begin sharing your screen..
7. Once you start screen sharing, you will receive a link that you can copy and send to other people with whom you want to share your screen.
8. The recipients of the link will be able to see your shared screen, and you can communicate with them through text chat or video conferencing within Bitrix24.

1. File Storage: You can store various types of files on Bitrix24 Drive. These can include text documents, presentations, spreadsheets, photos, videos, etc. Bitrix24 Drive offers flexible storage space depending on your subscription plan.
2. Folder Structure: Bitrix24 Drive allows you to create a folder structure to organize your files into logical categories. You can create general folders for the entire company or create folders specific to projects or teams.
3. Access Control: You can manage access to files on Bitrix24 Drive, deciding which individuals have read, write, or edit permissions for the files. You can share files with individual users, teams, or make them publicly accessible.
4. Team Collaboration: Bitrix24 Drive supports team collaboration by enabling users to work together on files. You can add comments, make version changes, assign tasks, and track the file's revision history.
5. Integration with Other Modules: Bitrix24 Drive integrates with other Bitrix24 modules such as tasks, CRM, group pages, logs, etc., allowing for better synchronization of work and utilization of files in various contexts.
6. External Sharing: You can share files from Bitrix24 Drive with people outside your organization by granting them appropriate permissions. You can send file links or invite guests to access specific files.

1. Languages: Bitrix24 supports multiple languages, including popular languages such as English, Spanish, German, French, Italian, Russian, Chinese, Japanese, and many others. You can choose your preferred language in the settings of your Bitrix24 account.
2. Customization of translations: Bitrix24 allows customization of translations and the addition of your own translations to tailor the user interface to the specific language needs of your organization.
3. Regional settings: Bitrix24 takes into account regional settings such as date format, time format, time zone, etc. You can customize these settings according to your region's preferences.
4. Regional availability of modules: In some cases, certain Bitrix24 modules may be available only in specific locations. For example, some payroll modules or modules complying with local legal regulations may be available only for specific countries.
5. Localization options: Bitrix24 offers localization options such as addresses, phone number formats, currencies, etc., which can be adjusted to regional specifications.

1. All-in-one solution: Bitrix24 offers many features and tools in one place, eliminating the need for users to use multiple different applications to manage projects, communicate with teams, and store documents.
2. Communication: Bitrix24 provides various communication methods, including chat, video conferencing, internal messaging, and more. This allows users to easily communicate with their teams and exchange information.
3. Automation: Bitrix24 offers tools for automating business processes, which helps users save time and increase work efficiency.
4. Mobile accessibility: Bitrix24 offers mobile applications for Android and iOS systems, allowing users to manage their projects and communicate with teams from anywhere, at any time.
5. Security: Bitrix24 provides advanced security features such as two-factor authentication, encryption, and more, ensuring secure data storage and sharing.
6. Customization: Bitrix24 offers many customization and configuration options, allowing users to tailor the platform to their individual needs and requirements.
7. User-friendly interface: Bitrix24 has a simple and intuitive interface that is easy to learn and use, speeding up the onboarding process and enabling faster achievement of business goals.
8. Cost-effectiveness: Bitrix24 offers various subscription plans, including a free plan, making it more accessible for small and medium-sized businesses.
9. Integration with other tools, such as email, calendar, CRM, etc., enabling workflow automation and better utilization of available tools.
10. Multilingual support, facilitating work with international clients or teams.
11. A wide range of additional applications and extensions, that allow for customization of the solution to suit the company's specific needs.
12. Integration: Bitrix24 offers many integration possibilities with other tools and applications such as Google Workspace, Microsoft Office, Slack, Salesforce, etc.
13. Support and documentation: Bitrix24 provides extensive technical support and documentation, allowing for quick issue resolution and assistance with system setup and usage.
14. Comprehensive functionality: Bitrix24 offers a wide range of features, including project management, CRM, communication, enterprise automation, intranet, and team collaboration tools, allowing for the integration of various business processes into one system.

1. Download and install the Bitrix24 app on your mobile device. The app is available on iOS and Android platforms and can be found in the respective app stores (App Store for iOS or Google Play for Android).
2. After installing the app, launch it on your mobile device.
3. On the login screen, enter your Bitrix24 account login credentials, which include your email address and password. If you use a custom domain, make sure you enter the correct URL address of your organization.
4. Click the "Log in" button or appropriate login icon.
5. Upon successful login, you will have access to your Bitrix24 account from your mobile device. You'll be able to use various features such as messaging, task scheduling, document browsing, project management, and more.

1. Log in to your Bitrix24 account as an administrator.
2. Go to the "Settings" or "Administration" section (the section name may vary depending on the Bitrix24 version).
3. In the settings section, find the option for "Technical Support" or "Helpdesk" and click on it.
4. Choose your preferred support plan. Bitrix24 typically offers different support plans such as basic, extended, premium, etc. Make sure to read the details and features of each plan to select the one that best suits your needs.
5. After selecting the support plan, follow the instructions for payment and activation. You may need to provide payment information such as credit card details or other payment methods accepted by Bitrix24.
6. Once the payment and activation for technical support are completed, your account will be upgraded, and you'll be able to access Bitrix24 support services such as technical assistance, consultations, and access to additional materials.

• Email Integration: Bitrix24 allows integration with various email providers such as Gmail, Outlook, and Microsoft Exchange. This enables you to synchronize your email messages with Bitrix24 and manage them directly within the platform.


• Calendar Integration: Bitrix24 integrates with popular calendars like Google Calendar, Outlook Calendar, and Apple Calendar. This allows you to synchronize your events, meetings, and tasks between Bitrix24 and your calendar.


• File Storage Services Integration: Bitrix24 allows integration with file storage services such as Google Drive, OneDrive, and Dropbox. This makes it easy to share and synchronize files between Bitrix24 and selected file storage services.


• CRM System Integration: If you use other CRM systems, Bitrix24 allows integration with some of them, enabling data exchange between systems and providing unified customer relationship management.


• Project Management Tools Integration: Bitrix24 can be integrated with popular project management tools like Trello and Asana. This allows you to synchronize projects, tasks, and schedules between Bitrix24 and other project management tools.


• Communication Services Integration: Bitrix24 offers integration with communication services like Skype, Slack, and Microsoft Teams. This enables you to use these services for video conferencing, group chats, and team communication directly from Bitrix24.

• Microsoft Office 365: Integration with Microsoft Office 365 allows synchronization of calendars, tasks, and contacts between both platforms. You can also create documents in Office 365 within Bitrix24.


• Google Workspace (formerly G Suite): Integration with Google Workspace enables synchronization of calendars, tasks, contacts, and files between Bitrix24 and Google Drive. You can also utilize Gmail features within Bitrix24.


• Dropbox and Google Drive: Bitrix24 integrates with both Dropbox and Google Drive, making it easy to store, share, and synchronize files between the platforms.


• Outlook: Integration with Outlook allows synchronization of calendars, tasks, and contacts between Bitrix24 and the Outlook email client.


• Slack: You can integrate Bitrix24 with the Slack platform, enabling message and notification synchronization between the two platforms.


• MailChimp: Integration with MailChimp allows importing the mailing list from Bitrix24 to MailChimp and synchronizing subscriber data.


• Zapier: Bitrix24 has integration with Zapier, which allows connecting Bitrix24 with hundreds of other applications and tools, such as Trello, Asana, Salesforce, Shopify, Twitter, and many more.


• Facebook: Connect Bitrix24 with Facebook to manage ads, post on pages, monitor comments and messages from within Bitrix24.


• LinkedIn: Integrate Bitrix24 with LinkedIn to manage contacts, publish posts and track business activity on LinkedIn.


• Xero: Use Xero integration to synchronize financial data, invoices and payments between Bitrix24 and Xero accounting software.


• QuickBooks: Connect Bitrix24 with QuickBooks to synchronize financial data, invoices and payments between both platforms.