How to organize contacts effectively in Bitrix24 – WordPress

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Your next big opportunity is already in your contact list

Is your contact list growing out of control? A well-organized CRM is the key to building strong relationships, closing more deals, and keeping customers happy. In this video, we’ll show you how to keep your Bitrix24 contacts structured and easily managed. Here’s what you’ll learn:

🔶 How to categorize contacts by type (Clients, Leads, Suppliers, etc.)

🔶 Using custom fields to capture key details like industry and region

🔶 Filtering and saving searches for quick access to critical data

These strategies will help you create a clean, efficient contact database that’s easy to navigate and customize to fit your business needs.