Filter by deals that contain subscription

Paul Minors

Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.

Mike van der Valk

Thanks @Paul Minors makes sense! Passing that along 🚀

Paul Minors

Mike van der Valk said:

Thanks @Paul Minors makes sense! Passing that along 🚀

Thanks Mike.

Paul Minors

@Mike van der Valk just checking in to see if any progress has been made on this?

Mike van der Valk

Paul Minors said:

@Mike van der Valk just checking in to see if any progress has been made on this?

Hi @Paul Minors no progress unfortunately going to bug our PM again!

Mike van der Valk

Paul Minors said:

@Mike van der Valk just checking in to see if any progress has been made on this?

Actually the PM was super responsive and good news @Paul Minors he's going to solve your pain. He said it might not be a filter like you're used to in the list but we'll work on a way to make insightful what deals it's part of.

Akshay Gupta

Hi,

Is there any update on this?
 

Mike van der Valk

Akshay Gupta said:

Hi,

Is there any update on this?
 

Hi @Akshay Gupta we're just in the process of putting a team together. They will tackle the whole area around subscriptions, not just filtering. No ETA though  

Erik Christensen

Paul Minors said:

@Mike van der Valk just checking in to see if any progress has been made on this?

Please!

Erik Christensen

Akshay Gupta said:

Hi,

Is there any update on this?
 

Would be wonderful to provide some feedback directly. Is there a thread for where we can provide discussion around what users would like to see in subscriptions?

Oriol Segarra

Akshay Gupta said:

Hi,

Is there any update on this?
 

Some updates on this?

Erik_7656

We REALLY need to be able to filter deals based on subscription values (e.g. subscription status = active; subscription next payment date = 1 december; subscription amount = greater than 200, etc.) These deal filters could then be used with Zapier/other automation tools. As it stands, the lack of filtering means few automations are possible.

Eros Blanco

Hello! May I know if this feature is going to be developed, please?

Andreia Costa

Hi @Eros Blanco and everyone 👋

I've followed up internally to gather updates on this matter. Our team is currently investigating improvements within the products category. Specifically, they're researching ways to improve the management of subscriptions and recurring services through this feature. The product team is actively researching the necessary requirements, and they'll engage with the community if additional contributions are required.

Paul Minors

Thanks @Andreia Costa.

I feel Subscriptions should be part of 'Products'. It would be great to have an option when adding a product to a deal to set it up as a recurring subscription.

Susanne

we have recurring business only and having a good subscription definition on deal level would help alot!