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Description
Product description
The "Opportunity completeness" add-on allows you to customize calculation of the opportunity data completeness based on the selected fields and their values.
Use cases:
The add-on helps sales managers and supervisors to monitor opportunity data completeness using a detailed assessment based on filling out of the selected fields that have special importance, for example, fields in the "Tactics and competitors" tab, opportunity type and category, the source of the opportunity, etc.
Key features:
- selecting any fields that are considered important for assessing opportunity completeness;
- calculating the sum of points indicating opportunity completeness if selected fields were populated.
Notes:
- the points are added if the field is populated;
- for lookups and boolean fields the points are added if the selected value is chosen.
Languages
Pricing
Price
Opportunity completeness for Creatio
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is not available for this application.
Support conditions
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
Product compatibility
Product
Sales (enterprise)
Sales (team)
Version
7.12 and up
Platform
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
1. Add fields to calculate. Go to "System settings"> "Lookups"> "Opportunity completeness settings", add all the fields that should be included in calculating the probability of opportunity. Select the value in the "Field display value" column for lookup fields.
2. Indicate the points. Fill in the number of points in the column "Completeness value". For lookup fields, the number of points will be calculated in accordance with the specified values of this field, for the fields filled by the user points will be added upon the fact of filling in this field. All of these points will be converted into percentage values.
3. Check the calculation. Go to "Oportunites"> "New opportunity", to fill in the fields specified in the lookup step by step, save and check the values of the "Probability" indicator.
Feedback
Type
Compatibility
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