How to run reports on Contacts Module.

Vinoth Kumar
Vinoth Kumar Member Posts: 1 VERIFIED MEMBER
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?

 

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,323 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    edited 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 ❗️

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