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On this step, you can assign responsible managers for deals:

8. Client management

On this step, you can enable companies to be used as clients in Roistat. By default, Roistat uses contacts as clients.

To activate this option, drag the switcher: 
Image Modified

Verifying the performance

  1. Create the lead on the website.
  2. Open the Integration list in your project. 
  3. Find the

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  1. Bitrix24(leads+deals) integration and click the Configure button. 
  2. Click the Sent leads button and find the lead you created.
  3. Check if the visit number is specified in the Promo code field.  
  4. Find the successful status of the lead (Image Modified) is in the Sent field.
  5. Find the new lead with the visit number in your CRM.