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SalesComMaster
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Member since ‎Mar 3, 2017
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jonathanwood on February 19, 2019
I'm looking to export the board view (See below) of our deals pipeline so we can use the data in presentation etc. This export has to include: Deal name Deal stage Deal owner Deal amount Deal company Associated contacts Est. cl read more
11 upvotes
7 Replies
Participant
April 20, 2020
Where is the "export" function on the Deal Table View?
eatmorefish on August 21, 2018
I want to be able to export Deals (filtered or not) to a list format (.CSV, .XLSX, etc.) so that I can use more flexible and powerful visualization tools, such as Excel, to be used in presentations. However today when you export a list it will o read more
Participant
April 29, 2019
agree, seems like a basic feature. please make it happen asap!
Growth_Guy on February 23, 2017
I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to. For example, I have a pare read more
79 upvotes
48 Replies
Participant
March 03, 2017
Absolutely crazy non-function. At least filtering out non-deal accociated contacts should be possible asap. Imagine several (>5) contacts at a...read more
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