Yup, same here! Would love to see more reporting capabilities.
Agree. Any updates here? We just had to start using Pipe Drive due to the lack of basic CRM functionality and cumbersome UI. Any updates AC can offer will be very helpful for planning for many of us. Thanks!
Hi @Brian . There was discussion in Jan 2017 about ~3-4 new CRM-related releases in 2017. Curious where those stand, as I’ve not noticed any significant feature updates in the CRM. Specifically I’m interested in (1) custom fields for deals and (2) more reporting capabilities (source info, probability of win, exporting deals to be able to slice and dice, etc)
We recently released Calendar Sync and we’ve got another commonly requested feature (saved responses) coming very soon (within a couple weeks).
At this time, I cannot speak to when, exactly, we’ll be releasing custom fields for deals and improved reporting.
Thanks @Brian. Is it safe to assume those features (custom fields for deals & improved reporting) are planned for 2017?
Thanks @Brian. Is it safe to assume those features (custom fields for deals & improved reporting) are planned for 2017?
Also curious when we’ll be able to export deal info? It’s very limiting from an analysis standpoint to not be able to slice and dice deal info (e.g. lead source, probability of win, expected win date, etc). And to make it actually useful, the export needs to include associated primary contact info fields as well IMHO (since custom fields aren’t available within the CRM).
I’m not aware of any plans to make deal info exportable but you should definitely submit that to our product team as feedback if you haven’t already. I can see how that would be useful.
Did you see we released Saved Responses last week?
And to answer your earlier question, I can’t say for certain that those features are slated for 2017.