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Lead and Opportunity TAT dashboard for Creatio

Dashboard to monitor Lead and Opportunity TAT
    Description
    Product description

    The Lead and Opportunity TAT dashboard for Creatio can be used as a sample to develop TAT dashboards for various business verticals seperately.

    Use cases:

    The add-on allows sales team to view the time spent at each lead stage and opportunity stage, and also see the average TAT across all the leads and opportunities.

    Key features:

    •  
    • <feature and its implementation>.

    Notes:

    <Requirements to start using the add-on; restrictions or important cases that are not covered by the add-on>

    Languages
    Price
    Lead and Opportunity TAT dashboard for Creatio
    Free

    Terms & Conditions

    Support is available for this application.
    Support conditions

    To keep this app free of charge support is provided only by email

    Support contacts
    Email
    support@agiliztech.com
    Product compatibility
    Product
    Sales (enterprise)
    Version
    7.14.1 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Framework
    Deployment options
    Cloud
    Account 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.

    Guides and manuals

    1. Add TAT columns. Go to the "Stages" detail in the "Lead" and the "Opportunity" sections and add "TAT Days" and "TAT hours" columns to the detail list.

    2. Open dashboards. Two new dashboards will be created in the "Lead" and the "Opportunity" sections to display average TAT across all leads/opportunities. Setup access rights to these dashboards as per your needs.

    Leave your feedback about the solution to its developer and Marketplace team

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