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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
Pricing
Price
Free
Support
Support is not available for this application.
Support conditions
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.
Reviews
Installation
Product compatibility
Product
Sales (team)
Sales (enterprise)
Version
7.12 and up
Platform
.NET Framework
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.
Type
Template
Compatibility