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Reporting and Workflow Automation
Articles covering reporting and performance and workflow automations
Reports allow you to back up and export all of your work in CRM.me. The module can be found in the left hand panel and offers a choice of 3 customizable easy-to-create-and-export reports. Rows an...
Rows and Columns Report
A Rows and Columns report displays data in a row and column format. There is no chart. Report results can be exported to a CSV file. Module Select the main module that the report is based on. Fi...
A Summation report is an overview of data grouped by specified criteria. Data is displayed in groups and can include a chart and calculations. You also have the option to display the data that make...
A Matrix report is an advanced gridlike report type that allows you to create aggregate summaries for grouped data. Module Select the main module that the report is based on. Filters From the l...
The workflow capability in CRM.me allows for the automation of common work tasks like assigning leads and sending alerts. Workflow configuration is located in the Administration area under 'Workflo...
Workflow Email Templates
If you want to send out an email notification as part of a workflow, you will need to create an Email Template for use with the workflow. From the Workflow area, select Create Template from the me...
The on-save workflow takes action when a record is saved and meets the specified criteria. With the release of CRM.me 3.0.5 comes a preloaded On-Save Workflow titled, "Closed won Opportunity alert...
Time Based Workflow
The time based workflow takes action after a specified period of time elapses. With the release of CRM.me 3.0.5 comes a preloaded Time-Based Workflow titled, "Contact follow up Task". This will cr...
Merge Tag Guide - Workflow
Merge tags allow you to enter module variables into an email template or when creating a new record via workflow. All merge tags begin and end with double brackets: [[ and ]] Merge tags must re...