deal source => standard field
Bernd Auer www.pd-experts.com Posts: 380
edited July 2022 in Ideas and Product Feedback #1
A field for "Deal Source" should be standard (of course in the deals/leads). Literally every of our customers needs it. And it should be filled automatically by the webforms, the prospector, the web visitors and other sources and not via automisation. And it should be possible to run reports it in the insights also with the advanced license.
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited October 2020 #2
Thank you for your feedback, @Bernd Auer !
I can tell you that Insights about Leads are in the works, stay tuned to What's Planned and What’s New , as per usual. 😉
Right now I don't believe we have immediate plans to add "source" as a default field, but I've made sure the team noted down your suggestion for when they'll work on updates again.0