I would like the ability to create a list of deals and be able to choose the deal properties for an export. I can create lists of deals at this time but they are contact-centric rather than deal-centric. So, for instance, I can create a list of Closed-Won deals but can't export a list that includes the deal names.
yes! i just realized this wasn't an option today, when I needed it. I want to quickly update a list of deals. Right now, I can only pull a list of the companies associated with that deal. I tried via reports, but there is no way to quickly update the info like you can do with lists. I also tried via the "deal view" but i have better control over my filters when they are lists. The view filters and report filters are more limited than the list filters.
Yes this would be super helpful. We often run experiments with a group of deals and then want to report on them. Right now I have to manually export the deals included in the experiment to track them and then create a property to set on those deals so I can then use it as a filter for Husbpot reports. Adds a lot of unnecessary steps.
Oh yes, this is a pet peeve of mine that drives me crazy at times! You can get away with views of the deals, but there are times when a nice static list would make life so much simpler...
Adding support for this - I want to be able to add deals to a list with a (deal-based) workflow, seems crazy that I can't do this. We often have contacts/companies associated to multiple deals, so it gets complicated using 'contacts associated to deals' when I just want to see a list of deals that meet certain criteria.
Thank you for voting on this idea! I'm happy to say that Deal Lists and Custom Object Lists are now available!
Você deve ser um usuário registrado para adicionar um comentário aqui. Se você já estiver registrado, faça logon. Se você ainda não estiver registrado, registre-se e faça logon.
