Overview
Product overview
"Sales pipeline by cases" add-on allows displaying several sales pipelines based on specified cases in dashboards.
Use cases
The add-on is a good fit for managing several sales processes that require configuration of different cases, for example, direct and partner sales. Using this add-on makes it easy to analyze the sales for each case separately, monitor and compare the results.
Key features:
- To display case sales pipeline, the "Case" field in sales pipeline designer is used;
- The stages which are displayed on the "Opportunity history" tab can be filtered taking into account the case in this opportunity;
- Standard view of the general sales pipeline without specified case remains available as well.
Notes
The sales pipeline can be configured only for cases that are developed in the opportunity section standard page. The case in custom page created by the user will not be displayed in the sales pipeline designer.
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
Setup guide
1. Add dashboard. Go to "Opportunity" section > "Dashboard" > "Sales pipeline" tab > "Actions" > "Edit". Press "+" button and create "Sales pipeline".
2. Setup sales pipeline. Fill in "Case" field and standart sales pipeline fields in pipeline designer. To create common sales pipeline without specified case don't fill in "Case" field. Save changes.
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
Versions history
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.