get-upnify-conversion-report
Generate Upnify CRM conversion reports by group, executive, origin, or region for specified periods. Authenticate with email and password to access detailed, customizable sales performance insights.
Instructions
Get conversion report from Upnify by group, executive, origin, or region and period (requires authentication)
Input Schema
Name | Required | Description | Default |
---|---|---|---|
agrupacion | Yes | Group by: 1=Executive, 2=Group, 3=Origin, 4=Region | |
Yes | Upnify email address for authentication | ||
password | Yes | Upnify password for authentication | |
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 |