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MODULE FOR 1C-BITRIX
Almaz Sistema
The ALSYST module automatically transfers proposals from a Lead card to a Deal card. The transfer and linking of proposals occur in the background when a Lead with the status 'Successful' is converted into a Deal. All proposals containing added items and information are automatically copied to the new Deal.
The ALSYST module automatically transfers proposals from a Lead card to a Deal card. The transfer and linking of proposals occur in the background when a Lead with the status 'Successful' is converted into a Deal. All proposals containing added items and information are automatically copied to the new Deal.
This solution automates the transfer of commercial proposals and allows tracking which proposals formed the basis of the Deal. The functionality is designed for users actively working with proposals while processing requests and orders in the CRM system.
General iT can install and configure this module and check how it works on your website.
USER EXPERIENCE
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YOUR PROJECT INFRASTRUCTURE
FROM THE SAME DEVELOPER
Almaz Sistema
The ALSYST: Task Creation Restriction module limits the ability to create tasks in Bitrix24 for all users except those included in an authorized list. The list is managed manually via the site's administrative section: Services → ALSYST: Task Creation Restriction → Authorized Users List. To add a user, select them from the search field or dropdown menu and click Add.
The ALSYST: Add Company to Task from Lead or Deal module automatically links tasks created from Deal or Lead cards to the corresponding companies. The binding occurs in the background without user intervention for all task types: those created manually, via robots, or through CRM business processes.
The ALSYST module automatically associates companies with tasks created from groups or projects. The mapping between companies and groups is configured manually, allowing one or multiple companies to be linked to a single group. The process runs without user intervention, while mapping settings are accessible only to administrators.
MORE FOR YOUR WEBSITE
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BEFORE YOU ORDER
