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You can easily add an activity in Bitrix using Eazybe. This allows you to keep track of activities related to your Bitrix leads directly from your WhatsApp chats.

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Adding a Lead Activity

1

Open the WhatsApp Chat

Open the WhatsApp chat of the Bitrix lead for whom you want to add an activity.Open WhatsApp chat
2

Click on the Bitrix Icon

Click on the Bitrix icon located in the right sidebar of the Eazybe extension.Bitrix icon in sidebar
3

Access the Activity Section

The second header under the Bitrix integration will be the Activity section.Activity section
4

Add Activity

Click on the Add Activity button.Add activity button
5

Fill in Required Fields

Fill in the necessary details in the provided fields. You can also add Notes in the activity section for additional context.Activity form fields
6

Save the Activity

Click on the Save button, and your activity will be created.Save activity
7

Manage Your Activity

Once the activity is saved, it will be displayed in the UI. You will have options to:
  • View Note - See any notes attached to the activity
  • Postpone - Delay the activity by a certain amount of time
  • Edit or Delete - Modify or remove the activity by clicking on the three dots menu Manage activity options
If you have any questions or need further assistance, feel free to reach out to us at hey@eazybe.com.