New: Insights for contacts (people and organizations) 📊
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
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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.
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@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.
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It is important to be able to make reports on custom field on Contacts
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Alongside using custom fields in the filtering would love to be able to differentiate Creator vs Owner similarly to how we can with deals.
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Please add reports on custom fields on Contacts. Just like the deal report! I'm sure it is in your product pipeline. :)
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Custom fields for Contact reports are planned for Q4 this year 🚀 regarding the owner vs. creator, I'll discuss it with the team 🙏🏻
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Looking forward to see the custom fields in the Contact reports
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I'm also looking forward to the custom fields for Contact reports. This will make the current Contact report way more useful!
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We're getting closer but we'll launch it this year still!
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