Extração da quantidade de negócios e tempo estagnado no funil
Tenho a necessidade de extrair a quantidade de negócios de uma determinada etapa do funil, bem como o tempo que está estagnado.
Na automação do fluxo de trabalho não consegui encontrar essas variáveis.
Alguém teria alguma alternativa que pudesse compartilhar?
Obrigado
Comments
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You can set up a view to list deal created, deal value, pipeline stage, deal status, Date of Last Stage Change and export it into an Excel/CSV format.
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I understood and will be very helpful Amit.
However, I intended to create a flow automation and then decide the action.
My problem is precisely to find these variables (amount of business in the funnel and downtime without activity).Can you give me a tip?
Thanks.
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I understood and will be very helpful Amit.
However, I intended to create a flow automation and then decide the action.
My problem is precisely to find these variables (amount of business in the funnel and downtime without activity).Can you give me a tip?
Thanks.
Maybe Zapier would help.
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