get a lot of feature requests and one thing we’ve been hearing for a
long time is a need for more robust reporting. Some teams want to target
lead lists more accurately and others need the ability to combine Deal
information with Company details in a single view.
The bottom line is, you should be able to organize and view your data exactly how you want to.
decided to address this need and take it a step further. Today, we’re
very excited to announce some very powerful new features for the People,
Deal and Company tabs. We’ve been calling this project “Enhanced List
Views” and it’s going to supercharge how you manage the leads and deals
in your sales pipeline.
There are five key new features:
We’re adding 90+ new column selections in the Deals tab including all Company and Primary Person fields.
We’ve also expanded the selections for the People tab so you can see your Company fields.
new Totals bar at the bottom of all list views will help you report on
your numeric and currency fields. When you filter a list, the filtered
total and overall total will update in real time.
We have implemented a beautiful new Print and PDF view for People, Deals and Companies.
The Deals tab now features a Filtered and Pipeline Total so you always know how you are doing.
Here’s how it works:
of all, we’re vastly expanding the selections you can choose from to
include in your default lists. From the Deals tab, you’ll have access to
all your Company fields including the custom ones. You can finally
create a personalized list that joins the Deals in your sales pipeline
and company details associated to them.
list views also harness all the power of in-line editing, activity
recording, sorting and bulk actions. Everything you need will be in one
example, you can create a list of all your Deals and add Company
details like Address, Industry, # of employees, and website. You’ll
never need to bounce back and forth between tabs again.
can even add information about the Deal’s primary contact now. Here’s a
view that includes Deal details, Company information, and Primary
Contact details. After selecting the columns you want to see you can
save the filter and make it your default view. (More about saving filters and default views here.)
is now nested in a slick accordion menu to make it easy to choose what
you need but we’ve added more than just new columns. There is also a
totals bar at the bottom of the list, which will sum all numeric or
currency fields your administrator has set to total. You will see this
on the People, Deal and Company Tabs.
We’re going to be rolling this functionality out over the next week, so be on the lookout!
We look forward to hearing your feedback!