Timeline copy & migrate
Copy, move, and preserve your CRM timeline
免费
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评分
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安装数7
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开发人员Redham Digital
描述
Copying Activities and Timeline
Working in Bitrix24 and need to move your timeline and activities from one entity to another?
Manual transfer means hours of tedious work and the risk of losing critical data.
We made it possible in just one click.
What the App Does
The app allows you to copy and transfer the timeline and all CRM activities between various entities:
You get a complete transfer of the communication history:
Smart Filters
Filter your data easily before transferring:
Without the app:
Working in Bitrix24 and need to move your timeline and activities from one entity to another?
Manual transfer means hours of tedious work and the risk of losing critical data.
We made it possible in just one click.
What the App Does
The app allows you to copy and transfer the timeline and all CRM activities between various entities:
- Deal → Deal
- Lead → Deal
- Contact/Company → Deal
- Deal → Smart Processes
- Smart Processes → Deal/Lead/Contact
- And many other scenarios
You get a complete transfer of the communication history:
- ✅ Comments
- ✅ Activities
- ✅ Tasks
- ✅ Calls
- ✅ Emails
- ✅ Meetings
- ✅ Chats
- ✅ Webform results
- ✅ Other custom activities
Smart Filters
Filter your data easily before transferring:
- By date
- By responsible person
- By type of activity
- Copy activities — retains the original history in the source entity.
- Move activities — transfers everything without creating duplicates.
- Merging duplicates (moving all activities into a single deal).
- Converting leads — transferring all past interactions and communications.
- Changing the responsible manager.
- Fixing CRM human errors.
- Cleaning up and organizing the timeline.
Without the app:
- Activities and communications get lost.
- CRM history is broken.
- Managers suffer fr om manual work.
- All activities are transferred correctly.
- The timeline history is fully preserved.
- Save 10x more time.
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