Bitrix24 does not have an object such as a contract. This is somewhat strange.
It turns out that you can attach only different files to the transaction.
But in addition to the contracts for the transaction there can be 100500 documents - NDA, technical assignment, etc.
How to monitor customer contracts correctly? I need the following:
- contract status (valid / not applicable);
- start / end dates;
That is, entering the client's card, I need to understand what contracts I signed with him, when, how much they act, for what services, etc.
Can I do this in Bitrix24 and how? If not, which CRM can do this?
It turns out that you can attach only different files to the transaction.
But in addition to the contracts for the transaction there can be 100500 documents - NDA, technical assignment, etc.
How to monitor customer contracts correctly? I need the following:
- contract status (valid / not applicable);
- start / end dates;
That is, entering the client's card, I need to understand what contracts I signed with him, when, how much they act, for what services, etc.
Can I do this in Bitrix24 and how? If not, which CRM can do this?