Custom CRM View / Report Configuration in Bitrix24
Create or optimize a custom view or report in Leads or Deals to show only relevant data (e.g., converted clients, qualified prospects)
Include essential fields for Google Ads Customer Match:
- First Name / Last Name
- Email Address
- Phone Number
- Conversion Date
- Apply filters to allow for easy export (e.g., “Converted within last 30 days”)
Deliverable: Bitrix24 view or report ready for export in CSV/XLS format
Include essential fields for Google Ads Customer Match:
- First Name / Last Name
- Email Address
- Phone Number
- Conversion Date
- Apply filters to allow for easy export (e.g., “Converted within last 30 days”)
Deliverable: Bitrix24 view or report ready for export in CSV/XLS format
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