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.
![](https://secure.gravatar.com/avatar/8809a0c5dc0f1c86ea82858cefea1a06?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
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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Ralf Reichert commented
last try :)
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Ralf Reichert commented
any news?
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Ralf Reichert commented
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 :)