Creation of reports
I created a business process "agency funnel" in a task and a lead, I need to make a report in the form of a table, which will show how many contacts are at which stage of the funnel. Can you explain how to do it correctly?
Original question is available on version: ua
Answers:
Where is it better to create a business process in tasks or leads, so that later you can make some kind of statistics/report on them?
12.06.2023, 23:29
Original comment available on version: ua
Olmonic
Olmonic
Olmonic
Інтегратор OneBox
Personal license
Leave a message in this thread and the user's contacts will be shown to you
To display reporting, you need to install the "Reports and Report Designer" application https://1b.app/ua/app/report/.
Process reports can be configured in the application
Tan Den wrote:
Where is it better to create a business process in tasks or leads, so that later you can make some kind of statistics/report on them?
Process reports can be configured in the application
Tan Den wrote:
Where is it better to create a business process in tasks or leads, so that later you can make some kind of statistics/report on them?
13.06.2023, 11:41
Інтегратор CRM+ERP. Компания Olmonic
Original comment available on version: ua
and if I made a business process in the tasks, how to correctly configure the report?
13.06.2023, 15:47
Original comment available on version: ua
I sent you a request, I will confirm it, I will display the report you need
13.06.2023, 16:18
Інтегратор CRM+ERP. Компания Olmonic
Original comment available on version: ua
maybe I can confirm the request on the website from my personal account?
13.06.2023, 16:29
Original comment available on version: ua
Tan Den wrote:
maybe I can confirm the request on the website from my personal account?
You need to go to the e-mail address specified when registering Box https://prnt.sc/XILs07JYqu
Or from your personal account on the website
13.06.2023, 16:33
Інтегратор CRM+ERP. Компания Olmonic
Original comment available on version: ua
I can't add via mail, I get a 403 error, and there is no request from you to grant you access in the personal account on this site. Perhaps you can somehow explain how to make a report on tasks?
14.06.2023, 11:49
Original comment available on version: ua
Olmonic
Olmonic
Olmonic
Інтегратор OneBox
Personal license
Leave a message in this thread and the user's contacts will be shown to you
Try to install and configure this application https://1b.app/ru/app/funnel-chart-index/ or send me an email
14.06.2023, 12:13
Інтегратор CRM+ERP. Компания Olmonic
Original comment available on version: ua
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
Log in and comment
Copyright © OneBox 2024
