Using workflow process
Nick Claxson
2019-02-19
As the Standard ERP is working more towards workflow activities we find it easy to report on the percentage of quotations to orders. - Good for sales measurement.

However for marketing measurement, we need to gauge the number of workflow activities (that we use a certain TYPE field, that are then created to quotations.

In our case we use a category of LEAD in the TYPE field, hence this would give us the conversion ration of marketing generated activities to quotations.
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Latest Posts
ConsulBiotech, Investigação e Desenvolvimento, Unipessoal, LDA
Boa tarde, O Standard accounts aparentemente não liga ao servidor CIEDUL e consequentemente as mi...
14:42 24 Oct 2024
HC
Boa tarde, uma vez mais solicitamos resposta à questão colocada. ...
15:13 21 Oct 2024
You can subscribe to notifications for any post in this forum by selecting the 'star' icon on the top right corner of the topics list. You have to log in to use this functionality.