Account manager’s dashboard with essential information on daily routine
Overview
Product overview
Account manager’s dashboard can be accessed through the Dashboards section and includes the following lists and charts:
- Upcoming meetings assigned to the current manager.
- TOP 5 open deals with the largest budget assigned to the current manager.
- Key clients requiring attention – accounts of category A without communication records within last 2 weeks.
- Order payment dynamics – previous week planned vs paid order amounts assigned to the current manager.
- Hot leads with defined BANT and confirmed meeting date.
Pricing
Terms and Conditions
Pricing FAQ
Support
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.