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Send a monthly sales report

Monthly opportunity data gathering and sending at a pre-defined format by email
Template
Application type
Business process
Template type
Install
Product description
Product description

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).

Languages
English
Price
Free
Product compatibility
Product
Sales (team)
Sales (enterprise)
Version
7.12 and up
Platform
.Net Framework
Guides and manuals
  1. Setup email recipients. Open the 'Send monthly sales report' business process and setup From and To in the 'Send Sales Monthly Report' element.
  2. Review email template. In the same element check that email template is up to your requirements. If no, please update.
  3. Save changes. Save all above changes as a new version of the business process.

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