leadstages | Community Creatio

14:48 Mar 28, 2023

Hi community!

I need to make a report where time(days) between lead stages is displayed.

For example:

Registration -> Qualification 5 days

Qualification -> Sale in Progress 8 days

Sale in Progress -> Opportunity in Progress 21 days

Opportunity in Progress -> Won/Lost/etc 54 days

Is it possible to calculate number of days between lead stages and display in the section list view or in any other way (dashboards, report etc)?

1 comments

Mira Dmitruk

17:53 Mar 28, 2023

Hello,

As for now, such dashboards cannot be build using OOB tools because Creatio doesn't store duration of the each Lead stage.

However,...MoreLess

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make file attachment mandatory at lead stage

Yana

16:50 Mar 13, 2023

Hi community!

I need to make file attachment mandatory in Lead object (Attachments and notes) at Sales in progress stage. If there isn't any file attached I need to prohibit user to go to the next stage. Any suggestions?

4 comments

Kyrylo Iudin

18:38 Mar 14, 2023

Hello,

In order to achieve the goal, you can use a business process in the case, which will check the "availablity" of the files and links...MoreLess

Yana

11:18 Mar 15, 2023

Kyrylo Iudin,

Hello, thanks. Yes, I have done the check of file in that way, but after check is done how can I prohibit user to proceed to the...MoreLess

Kyrylo Iudin

15:53 Mar 15, 2023

Yana,

Hello,

I am so sorry for misunderstanding. Currently such an option can't be achieved but i am sure we will do our best to add such a feature in future releases.

Franck Lehmann

17:21 Mar 20, 2023

Yana, you can achieve this in a business process in front end when the stage is changed and the file is missing then you roll back to the previous...MoreLess

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