New Feature: Primary Contacts and Custom Reporting
Our developers have been rather busy this summer and we have added the concept of “Primary Contact” to PipelineDeals. The Primary Contact is the
person you want to focus on in your sales process. Our intention here is
to help you remember on those very involved deals who is ‘primary’ and
who is ‘secondary’ in order to save you time, eliminate confusion and help you close the deal
Primary Contacts – What is this Star?
viewing the People on a Deal you will see a star just to the right of
the Contact Name. This star comes in two flavors: Gold or Grey. By
default the star will be gray. By clicking the star, it will turn gold.
Clicking it again or clicking the star on another Contact will turn the
original star gray. By definition, there can be only one Primary Contact
per Deal. When you click the star and turn it gold, just like in
kindergarten, denotes that individual as “special”. In this case, it
denotes the individual as the Primary Contact on the Deal. In the screen shot below you will see that Betty Bargains is primary while Mark Seers is secondary.
Custom Reporting – with Primary Contact Information
The introduction of the Primary Contact gives us the ability to include it in custom reporting. Now, you can build a report with the Deal Name, pertinent
deal info like Amount, Stage and Deal Owner (including any custom field you
desire) and include the Primary Contact information associated with that
Deal. Primary Contact information can include the Primary Contact’s
Name, Phone, Email and Company Name. You can also export this
information as a .csv file for your own data portability needs.
As a refresher, Custom Reporting is found on the Reports Tab on the far
right hand side of the light yellow Action menu near the top of the
screen. You will see some new options now available for you to choose
from related to the Primary Contact.
Here is an example of a Custom Report with Primary Contact information included: