Deal Actualization Module

What this solution does

The Deal Actualization Module is designed for the boxed version of Bitrix24 to maintain the accuracy of key deal parameters: payment dates, amounts, and stages. Once a specified period elapses, the responsible manager encounters a blocking window requiring data confirmation or a transition to the deal card for updates.

The solution automates regular CRM deal audits. Administrators configure check rules, including the delay before the first window appears after deal creation, the frequency of subsequent checks, and filters based on sales funnels, stages, users, and departments.

The deal queue is generated by a background agent, eliminating heavy database searches on every page load. When a user accesses the portal, the frontend requests the backend controller to retrieve only the single nearest deal requiring confirmation.

The modal window displays deal details, including creation date, responsible person, payment date, amount, and stage. Each of the three key values must be confirmed individually. The final confirmation button becomes active only after all mandatory fields have been verified.

After confirmation, the module records the history: the deal, the user, the confirmation date, and the field values at that moment. It then calculates the next check date.

Key features:

Automatic queue of deals for verification.

Blocking modal window overlaying the Bitrix24 interface.

Separate confirmation for payment date, amount, and stage.

Confirmation history with preservation of field values at the time of action.

Configuration of intervals for the first and subsequent checks.

Filtering by funnels, stages, users, and departments.

Exclusion of closed deals.

Test mode for selected users.

Optional deferral of checks.

Dedicated pages for viewing the queue and history.

Support for Russian and English languages.

Test mode

In test mode, the module operates only for users selected in the 'Enabled users' setting. This allows testing the scenario on a limited group of employees before switching to production mode.

If test mode is enabled but no users are selected, the module will not add deals to the queue or display windows to managers.

Production mode

In production mode, the module operates according to the main user configuration rules.

The Deal Actualization Module provides flexible access configuration. Access can be granted to all responsible managers, restricted to a specific list of users, or limited to particular departments. The system also supports excluding individual employees or administrators when the corresponding option is enabled.

Operation requires a boxed version of Bitrix24 with the CRM module installed. Administrator rights are required for installation and configuration, along with access to the standard Bitrix agent mechanism.

Installation is performed via the standard Bitrix module interface. During setup, tables for the queue and history are created, a queue recalculation agent is registered, a JS extension for popup windows is connected, and the technical deal field UF_CRM_PAYMENT_DATE is created if it does not already exist.

Upon module removal, the operational actualization queue is deleted automatically as it is required solely for the component's functioning. The confirmation history can be retained or removed at the administrator's discretion. The technical payment date field is deleted only upon separate confirmation and only if it was created by this module.

General iT can install and configure this module and check how it works on your website.