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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
Pricing
Price
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
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
Reviews
Installation
Product compatibility
Product
Sales (enterprise)
UI Framework
Classic UI
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.
