Send a monthly sales report

Monthly opportunity data gathering and sending at a pre-defined format by email

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.

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.

Feedback

Leave your feedback about the solution to its developer and Marketplace team

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Support

Cost