How to: Difference between Leads and Deals in Bitrix24?
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What is the difference between leads and deals in Bitrix24?
While using Bitrix24 you may choose an option of Simple CRM mode or Classic CRM mode. Simple CRM means the only presence of deals and contacts, classic CRM means the presence of leads, deals, and contacts.
In this video, you will learn the difference between leads and deals in Bitrix24, what these concepts mean and how to use them properly.
#CRMBitrix24 #LeadsBitrix24 #DealsBitrix24
0:00:00
hello there my name is Emin Mamedov i'm
representing company IT-sputnik and in this video
0:00:05
I want to show you the difference between
leads and deals for some reason many clients
0:00:12
don't understand what's the difference between
leads and deals and i want to explain what
0:00:17
the difference is so in fact actually you have
two options to use leads or do not
0:00:24
use leads and uses only deals so if you will go
to the deals for example go to the gearl
0:00:32
wheel and go to CRM mode now you can select
simple CRM or classic CRM simple CRM means the
0:00:39
deals and contacts no leads and classic CRM
means leads deals plus contacts so in our case we
0:00:46
need to use classic CRM so we got leads and we
got deals also we got contacts so leads
0:00:57
is an object where you can store some
contact data from your clients which you're
0:01:04
not sure if they are clients or not for example
if you got CRM forms or you got incoming
0:01:11
emails or you got any lead source but you're
not sure if you had potential customers or not so
0:01:21
all such data need to store in leads but
when you did the qualification of that contact
0:01:30
data and now you're sure that this is a potential
the client you need to convert them deals immediately
0:01:39
and the thing is that if you for example any
contacts you got is your potential client
0:01:47
so you don't need to use leads just go to
gear wheel and use a simple CRM without leads
0:01:56
and you will see how you will have only deals
so for example, if we go back to classic CRM mode
0:02:05
we creating a lead
0:02:11
and we call it for example test one and you put
some currency and now we will explain what the
0:02:20
difference between contact data here and contact data
here but for now I'll put just some data here
0:02:34
so you've got leads and then you move at least
from different stages then you understand
0:02:43
that this conduct data is good for you as
a potential client so then you convert them
0:02:52
good lead and then you need to create a deal plus
contact deal contact first company or just a deal
0:02:59
so that means that if you will convert
that deal to contact plus company
0:03:06
you'll create contact here you will
create a company and also you will create a
0:03:12
deal and contact and company will be assigned
to that deal the same story for the contact
0:03:18
only or only
for a company so I'll create
0:03:22
contact plus company so that lead moved
from leads but now you got that lead in the deal
0:03:33
this one so if you go inside you will see
that the same data you already got here
0:03:42
about currency and also you
created contact and
0:03:52
I just want to point your
the attention that I put data for the name
0:04:01
for fields name and surname but it created the
contact also we created the company as well
0:04:09
so then you can move that deal and through the
stages and used that deal could be success or
0:04:16
unsuccess or lost or whatever it doesn't
matter but the main difference is that
0:04:22
leads is data that ensures your potential client
or not deals is about your potential client
0:04:30
so that's it for now if you like
that video click like if you have
0:04:34
questions ask your questions in comments
under that video thank you and bye-bye
