Would you please advise if it's feasible to recreate the logic used for Leads / Opportunities and have a custom object with a workflow where stages history would be recorded and displayed in the sales funnel dashboard?
How difficult such task would be and how to approach this?
Yes, it is feasible to recreate the logic used for Leads/Opportunities by implementing a custom object with a workflow that records stage history. You can create a separate object to store the stage history and configure a process that automatically creates a record each time the stage of the main custom object changes.
However, please note that the standard Sales Funnel dashboard in Creatio is designed to work with standard entities such as Leads and Opportunities. Custom objects are not supported out-of-the-box in this dashboard. To include data from a custom object in a funnel visualization, custom development will be required. This could involve creating a custom dashboard widget or a report using the Analytics section.
I think it'd good if Creatio developing the AI for system customizations would look into creating a flow that automatically sets or gives a possibility to set these 'additional components' like Stages history, Days per stage calculation, and a custom sales funnel based on that initial custom object.
On the account section, i would like to filter accounts which have not received any email
I tryed to used the "History on account section" with the Object email but it looks like it did not work because in my example below the account is having an email in its timeline tab.
On the account i ve an email record in the history tab:
Does anybody knows how can i retrieve accounts with no emails history ?
