Generating Monthly Reports in Pdf Format, . Setting Up Multi-channel Analytics, Within Which We Will Analyze Advertising Sources That Are Present in the Chain of Interaction Between the User and the Company, but Did Not Lead to the User Calling. Result End-to-end Analytics for the Alliance Motors Car Dealership Within 2 Months of Work, Sales Increased by 180%, 5 Full-fledged Scripts Were Created and Tested for the Sales Department. Everything That Could Be Automated Was Automated, Except for the Transfer of Sales Data From Crm to Newton, but Soon We Will Pull Up This Data Too.
Exporting a Report by Sources to Medical Email List Xls on the “ Reports.sources ” Page We Added the “export Xls” Button. 1) the Report is Downloaded by the Selected Date/with Selected Columns/with the Selected Nesting Level/set Sorting 2) Unload the First 2 Levels of Nesting, for Example, “group of Sources and Source” (but Let Me Remind You That Accounting for Repeat Transactions in Bitrix24 We Also Made Accounting for Repeat Transactions for Bitrix . If You Enable This Option, All Contact/company Deals That Are Created Based on a Lead That Came From Newton Will Be Taken Into Account.
For Example, a User Visited a Site From Fb Called and Ordered a Product - a Transaction is Created in Bitrix, the Cost of This Transaction Will Be Taken Into Account in Newton. A Week Later, This User Ordered the Product Again. So, in Order for the Second Transaction to Also Be Included in Newton, You Need to Enable the “take Into Account Repeat Transactions” Option. The Repeated Transaction Will Be Linked to the Same Source as the First Transaction, That is, in Fb. For a Long Transaction Cycle, You Need to Take Longer Periods for Analysis. We Also Have a Task in the Backlog - to Add a Switch “show Deals by Deal Date/lead Date”. Setting Up a Table for All Users When Setting Up a Table and Editing Columns, Changes Are Saved for the “user * Company” Link. At the Same Time, if You Have Set Up a Cool Report and Want to Share It With Your Client/colleagues/partners, You Can Click “save Settings for All Users.