How to run reports on Contacts Module.
Vinoth Kumar Posts: 1
edited June 2022 in Ideas and Product Feedback #1
Hello Team- Hope you are safe and well.
We are using the contacts module to track the leads who register for our free trial . We then enrich the contact with lead source and medium. I'm looking to run reports (insights) on contacts module by sources/medium but unable to find filters which allows us to do that. Any help/advice, please?
Manuel Oliveira Admin Posts: 704edited June 2021 #2
Hi @Vinoth Kumar , for now it is only possible to use Insights with deals and not contacts. So a possible workaround is to log your new leads as Pipedrive Deals.
❗️I have added a few other relevant topics to your post making it more visible, so that other users will be able to chime in with other ideas ❗️0