The template helps to summarize current month opportunity data and send it by email.
The template can be used as a sample for other data's analysis and sending (for example, orders or projects reports).
7.12 and up
Guides and manuals
- Setup email recipients. Open the 'Send monthly sales report' business process and setup From and To in the 'Send Sales Monthly Report' element.
- Review email template. In the same element check that email template is up to your requirements. If no, please update.
- Save changes. Save all above changes as a new version of the business process.