Automatic search and attachment of a contact to a lead (Activity)
Module for automatic search and attachment of a contact to a lead in Bitrix24. The tool links leads and contacts based on the phone number, eliminating the need for manual search. This improves data accuracy in the CRM and reduces time spent on administrative tasks.
Document Approval Business Process
The 'Document Approval Business Process' module (bg.bpapproval) by Background automates document routing. The approval process involves: a manager (initiator), designated participants, a lawyer, a signatory, and a secretary. The manager creates the process by filling out the item card (document name, approval reason, participant list, file) and starts the procedure using the 'Save' button.
Background: Migration Module
The Migration module facilitates the transfer of data and structures between portals while minimizing the risk of data loss or system failures. It adapts data to new conditions, preserving integrity and logic, acting as an intermediary between the old and new systems. Supported import objects include: Drives: "Shared Drive" and "My Drive" (user personal drives).
Background: Information Block and Smart Process Migration Module
The module enables configuration transfer between Bitrix24 portals. It supports information blocks with their properties and dependencies, smart processes with stages, sales funnels, custom fields, and card display settings, as well as business process and document templates.