New: Insights for contacts (people and organizations) 📊

Manuel Oliveira
Manuel Oliveira Admin Posts: 801
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COMMUNITY MANAGER
edited August 16 in What's New #1

We are excited to introduce the ability to create contact reports directly from inside the Insights feature. See how many contact people or organizations were added to your CRM in a given period, segment them with filters and discover winning patterns. You can find out all the details in our Knowledge Base article here.

Availability: Out now across all plans

Comments

  • Jonathan Gennick
    Jonathan Gennick Member Posts: 49
    Third Anniversary 10 Comments 5 Likes Name Dropper

    This looks excellent! It's actually a feature I need. Will it allow me to export a list of contacts added during a given period? That's helpful too, for something I have in the back of my mind as a future project.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 801
    500 Comments 100 Likes Second Anniversary 5 Answers
    COMMUNITY MANAGER

    @Jonathan Gennick you can already export a list of contacts added in a given period by filtering your contact list according to 'date created' and exporting the results. You can find out more here.

  • ashleya
    ashleya Member Posts: 1
    First Comment First Anniversary Photogenic

    Will there be the ability to set parameters around custom fields on People and Organization reports?

  • Torbjörn Johansson
    Torbjörn Johansson Member Posts: 110
    Third Anniversary 10 Comments 5 Likes 5 Up Votes

    It is important to be able to make reports on custom field on Contacts

  • Katrina Miles
    Katrina Miles Member Posts: 4
    Second Anniversary First Comment Photogenic

    Alongside using custom fields in the filtering would love to be able to differentiate Creator vs Owner similarly to how we can with deals.

  • Kai Xiang Chiew
    Kai Xiang Chiew Member Posts: 7
    First Comment First Anniversary Photogenic

    Please add reports on custom fields on Contacts. Just like the deal report! I'm sure it is in your product pipeline. :)

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER

    Custom fields for Contact reports are planned for Q4 this year 🚀 regarding the owner vs. creator, I'll discuss it with the team 🙏🏻

  • Szabolcs Fagyas
    Szabolcs Fagyas Member Posts: 2
    First Comment

    Looking forward to see the custom fields in the Contact reports

  • Kai Xiang Chiew
    Kai Xiang Chiew Member Posts: 7
    First Comment First Anniversary Photogenic

    I'm also looking forward to the custom fields for Contact reports. This will make the current Contact report way more useful!