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List all contacts associated with a deal
  • CWeCWe February 5
    Hi,

    Just wondering if it is possible to create a report that lists the contact details (Name, e-mail, ...) of all contacts associated with a specific deal.

    Thanks for any hints.

    Regards, Chris
  • KnotPRKnotPR February 6
    I've been asking for this feature! TAT
  • heatherfeatherheatherfeather March 12
    Bumping this one to the top.  I am trying to export the contacts involved with a deal but can't see how to do that in the list/reports options available.  
  • gfishergfisher March 20
    This would be the holy grail - we've got over 70 prospects in our Deal pipeline, and right now have to hand-tag each of the contacts to create a report that gives us contact information.  This feature is critical to being able to use Batchbook as a sales tool!

  • jkrausejkrause April 2
    Unfortunately it's not possible to pull a list of contacts associated with a specific deal that includes all of their details at this time.

    Jillian Krause
    Customer Experience Team 
  • gfishergfisher April 4
    Our solution was to create a tag for a specific type of deal, then go through each deal, mouse over the contact person and add the Tag to their record.  We could then do a report selecting the Tag that had their contact information.  It was a bit tedious (about 2 hours), and has to be manually updated frequently, but it did what we needed.
  • CWeCWe May 11
    @Jillian: is this feature at least on the radmap for the new BB version? It seems that I'm not tne only one desperately looking for this functionality.
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