Sales pipeline by cases for Creatio

"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.