Having Contacts (Organisations & People) available as entities in Insights
Tom LeBrocq
Member Posts: 11 VERIFIED MEMBER
Is there any proposed implementation to be able to report on contacts in future? I'd like to be able to reflect my database in Insights and segment by labels/custom fields/size etc rather than just focussing on leads/deals. This would help reflect opportunities to focus on and present that to members of my team.
Eg, I have a custom field "Competitors" on Organisations and would love to see the breakdown on a graph to determine who is most prominent in the market without exporting data out of Pipedrive.
Another example, I use labels for my account management to determine "Customer" against others, I could also use this to represent my business' market share in various ways.
Lots of possibilities.
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