Deal Management - Exporting & Adding a "Type"
Ability to export all deal related data for internal reporting.
Being able to refine what data to export by, eg,
- Owner
- Stage
- Type
Type = New Business, Contract Re-Sign, Referral, Reseller
Have the ability to change the type names and add additional entries.
KirstiGrant
shared this idea
We have half of this feature request completed.
1) You can export your deals now!
See: http://screencast.com/t/j30gz0ZL3b
And you can filter which deals to export.
2) We don’t have the field “Type” yet. Still remains a feature request.
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Diana van der Pol
commented
Started in 2011... You realize it is now 2021??
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Anonymous
commented
I need the deal type field as well to record the source. In addition, for win deals it would be good if the export included the “won” date.
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carrie jeske
commented
We need the notes please. And the ablity to expert by sort criteria "Name"
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Ralf Reichert commented
pingpong
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last try :)
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any news?
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2) We don't have the field "Type" yet. Still remains a feature request.
What does that mean its in execution or has to be resubmitted?
Its a key feature for my company decision which will be done very soon :)