get-upnify-conversion-report
Generate Upnify conversion reports by group, executive, origin, or region, filtered by period and situation. Analyze CRM data for effective prospect management with dynamic authentication.
Instructions
Get conversion report from Upnify by group, executive, origin, or region and period
Input Schema
Name | Required | Description | Default |
---|---|---|---|
agrupacion | Yes | Group by: 1=Executive, 2=Group, 3=Origin, 4=Region | |
periodo | Yes | Period for report filtering. Options: 1=Today, 2=Yesterday, 3=Current week, 4=Last week, 5=Current month, 6=Last month, 8=Current year, 10=Last year, 13=Current semester, 14=Last semester, 17=Current quarter, 18=Last quarter. | |
situacion | Yes | Situation: 0=Include discarded, 1=Exclude discarded |