Why do it:
This procedure allows you to generate and immediately send a detailed analysis of calls and lead progression statuses (as defined in Call and Lead Progression Status Analysis in the source code).
Procedure for Sending the Report
1. Access the Reports Section:
- Navigate to the main Reports section of the platform.
2. Select the Report:
- Search for and select the report named Customer Flow.
3. Apply Filters (Optional):
- If you want to narrow down the data included in the report, use the available filters.
- In the Call Date field, select the desired time range for analysis.
4. Send the Report:
- Once the filtered data is displayed, find and click on the send button (usually located at the top right of the report screen).
- Click on Send Report (or the corresponding icon, often an arrow or share icon) to initiate immediate sending.
(Note: Sending the report uses the internal function sendReport('leadflow') and sends the report to the default channel configured in the system, such as a Telegram channel or a group email address.)
Configuring Default Notes (Additional Context)
Before sending the report, you might want to configure default notes that operators use to classify leads. These notes influence report metrics (such as Closed Leads).
1. Access Plugin Settings:
- Navigate to the Settings (or Plugin) section of the platform.
- Search for and select the Customer Flow plugin.
2. Configure Default Notes:
- On the main tab, scroll down to the Default Notes section.
- Use the interface to add new default notes, specifying:
- Title (which will be shown in the dropdown menu).
- Note (the actual content that will be inserted, including necessary hashtags such as
#leadflowor#closed). - Label Assignment (select one or more labels to assign to the customer when this note is used).
3. Save changes.
(Note: The default notes configured here will appear as quick options when an operator adds a note to a customer's history by clicking on the Default Notes button.)
