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Here is where you manage all the deal cards on your board in a classic table view. You can import or export and search by any field or combine filters to create more reports. But the deals table is so much more. Keep reading to learn about all the hidden features included in this view.
You can import your deals from a CSV or Excel file. For each imported row you will create a new deal card on your board and add a new contact to your database that will be available on any other board of your Crmble Team. Before you start importing, please take a look at your source file and make sure you have a deal and contact field available in Crmble to map with each column available in your source file. Before you start the field mapping (as shown in the screenshot example below), please prepare your source file following some simple rules to avoid issues.
With the Export to CSV or Excel function, you can export all your Crmble Deals by selecting the upper right checkbox.
You can also apply some search or filter options to export custom reports as shown in the screenshot. That simple!
By clicking on the burger menu icon that shows up when you hover over any header, you’ll see some useful options that will apply to the whole table.
The options are divided into three tabs (left to right):
Column options
Feel free to move columns around to change their order of appearance. If you would like to keep this configuration next time you access the table section, just click the “save view” option.
Trello board search comes in handy when you need to find a card by its title, description or activity, but when you want to search your Crmble fields, the Deals table is the way to go.
Use the field header of any given Crmble fields column to find a card. Use the Trello link to open the card of your search result.
You can generate some advanced reports using the filter options with conditional logic.
Let’s say you want just to export your Facebook or Instagram leads. Just click on the burger menu of your “Source” column and create your filter and Oilá!
Now you can select all the resulting deals by clicking the upper left general checkbox and export them to a CSV or Excel file to share your report or work on it on your Spreadsheet tool of choice.
In the deals table view, you can also sum any currency or numeric type of field.
In the example below we have filtered by “Walk in” deals. By clicking and dragging you can select different deal values to get sum, average, count, minimum and maximum value. Clever, eh?
Pinning columns makes navigating your Crmble deals so much easier. Sometimes you need to compare specific columns and normally this can only be achieved by moving around columns, scrolling and searching the ones you need. Pinning is a much faster way to do this. Just find the columns you want, click on the header drop-down menu, select Pin Columns, and select the right or left pin option. Done!
Combinations are unlimited as you can have one column pinned on the left and another two on the right for instance. Feel free to drag and move pinned and as well as unpinned columns till you find the exact way you want your data to be shown.
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