In cases where your company has several regional philippines phone lookup offices and all these offices use Bitrix24 CRM software , you may need to copy the CRM settings and transfer them to your other Bitrix24 account. In this case, you can configure Bitrix24 CRM once and transfer its existing settings to the CRMs of other offices.
When importing a configured Bitrix24 CRM to another Bitrix24 account, subsequent parameters will be deleted in the CRM of this account and replaced with the imported ones.
Applications to be changed:
– Custom settings, CRM element form settings, deal stages, potential sales statuses and deal terms,
– Workflows, automation rules and triggers,
– Applications.
import and export bitrix24 crm settings content
Importing will delete existing leads and opportunities, so make sure to export before you start importing if you don’t want this data deleted.
With Bitrix24, you can manage your business from anywhere, anytime and keep track of customers, sales, employees, tasks and projects.
GLOBALNET, as a Bitrix24 Gold Partner, offers installation, configuration, customization, training, support and consultancy services. You can contact us for CRM program prices and any questions you have about Bitrix24.