PM Updates
5-5-2025
Bitrix Calls
When you need to make calls Via Bitrix but can't because the Call Button is greyed out, here's how you fix it.
1. Switch to Simple.biz Deal View
2. Ctrl+F "Client" and locate the "Client" field.
3. Enter the client's name and "Create New Contact"
4. Add the Phone number, save the profile, and refresh the page. The phone icon should now be clickable.
Referral Email Format
Client Name:
Most Active Phone #:
Email:
Website URL:
Monthly Hosting Fee:
Call Appointment
Date:
Time:
<<Brief detail about the client's business / website>>
Weekend Appointments
That's fine as long as the client is expecting your call, or you have permission before hand
Sitejabber Reviews
- 5 Star Communication will not be considered.
Review the SJ guide at simple-resources.com/reviews - Tone of Voice when asking for reviews: "Don't make it awkward"
Changing PMs
Cancellations from other PMs, advise Scott