Sales Creatio, team edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Percentage of profile completion

You can monitor the percentage of completed profile data for contacts and accounts and track process flow using convenient visual tools. You can configure how the percentage of complete data will be calculated according to your company’s internal requirements. The system will ask you to fill in the missing data for account, contact or opportunity page.

The system allows you to set up complete data analytics and view information grouped by owners.

Contents

Analyzing profile data

Complete data calculation settings

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