Help you integrate Creatio with 3rd party applications
Extend the functionality of Creatio products
Developed on Creatio platform, software solutions deliver industry specific features and capabilities
Pre-built connectors to integrate Creatio with 3rd party applications and accelerate productivity
Ready-to-use apps to extend the functionality of Creatio products
Out-of-the-box solutions that deliver task-specific or industry-specific features and capabilities
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Business process automation, customization, configuration and development on the Creatio platform services.
Consultation services on marketing, sales and service processes as well as consultations on business process management
Business process automation, customization, configuration and development on the Creatio platform
Consultation services on marketing, sales, service and business process management
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Lead and Opportunity TAT dashboard
The template 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.
Intended use of the template:
The template can be used as a sample to develop TAT dashboards for various business verticals seperately.
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.