New: Insights for contacts (people and organizations) 📊

Manuel Oliveira
Manuel Oliveira Admin Posts: 966
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COMMUNITY MANAGER
edited August 2023 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
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    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: 966
    First Anniversary 5 Insightfuls 5 Likes First Comment
    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
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    Will there be the ability to set parameters around custom fields on People and Organization reports?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,092
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    PIPEDRIVE TEAM

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

  • Looking forward to see the custom fields in the Contact reports

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

  • koburo
    koburo Member Posts: 2
    First Comment

    Me too, can't wait to have custom fields for Organizations available!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,092
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    PIPEDRIVE TEAM

    We're getting closer but we'll launch it this year still!