Resolving the issue with Bitrix CRM
67 USD 
It is necessary to resolve the issue with searching the database of completed leads for ATC Binotel.
When a call is received from Binotel, it searches for the number in CRM first in Contacts, then in Leads, including completed ones, then in Companies. If the number is found in a completed lead, the call is attached to it.
It is required that completed leads are not considered during search - either close them for searching or solve the problem differently.
The budget is negotiable.
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Возможно закрытый Лид для вашего рабочего процесса, это не закрытый лид для CRM.
Если Лид закрыт и поступает звонок, создается "Повторный лид".
Если лид был конвертирован в Контакт, вх. звонок зафиксируется в карточке Контакта. -
При входящем звонке от нового абонента создается лид. Если он конвртируется в компанию, то все равно повторный звонок прикрепляется к лиду и к компании.
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1. Лид не закрыт.
2. Логика поиска Контакта и прикрепления звонка, настраивается на уровне Бинотел. -
Вітаю, потрібно аби ви уточнили яка версія Б24 використовується у Вас. Якщо це коробка і у вас є доступ до сервера, тоді є шанс виконати таке доопрацювання
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Верcія коробочна.
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Якщо можете взятись, можемо обговорити деталі
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