Here is where you manage all the deal cards on your board in a classic table view.
Search by any field or combine filters to create custom reports on the fly you can then export to CSV or Excel. Use the import deals option to migrate from other platforms. But the deals table is so much more. Keep reading to learn about all the hidden features included in this view.
When you link a Crmble Contact to a Trello card, you initiate a “deal.” The first contact you link automatically becomes the “Main Contact,” guiding the trajectory of your deal’s journey.
Crmble thrives across multiple Trello boards, sharing your contact database across each one. This integration means you’ll enjoy a unified view of your contacts, regardless of the board you’re working on. Each Trello board and its lists delineate unique funnels or workflows, establishing distinct pathways for managing your deals at the board level.
The beauty of Crmble doesn’t stop there—deals are housed specifically within the board they’re created on, allowing you to toggle between Dashboards, Reports, and Deals, customized to each board’s context.
Contacts are the connective tissue across your boards, enabling you to track their links to cards on different boards seamlessly. This shared access across boards ensures that your contact management is as interconnected as your projects themselves.
You can create deals in several flexible ways:
When importing deals please keep in mind some limitations regarding the number of items you can import at once. Since each imported record involves creating a new Trello card on your board, the process can take a significant amount of time.
Additionally, while Trello supports up to 5,000 cards per board, we strongly recommend importing no more than 500 cards at a time. To ensure optimal performance, try to keep the total number of cards on a board under 2,000 .
Rendering thousands of cards can severely impact performance, so we advise archiving cards periodically to maintain a smooth user experience. You can use the “Show archived deals” filter option in the Dashboard, Reports and Deals section.
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!
Each Crmble deal sports a nifty contact icon upfront—your clue to its identity.
View and manage your deals in a table format, complete with search and filter capabilities to easily locate deals by any contact or deal Crmble field.
Click the funnel icon to access these options.
To open a specific Trello/Deal card, use the Card Link pinned to the left side of the table.
By clicking on the three dots icon located in every column header, you’ll see some useful options that will apply to the whole table.
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.
Click the funnel icon on any given Crmble fields column to search or filter in order to find a card by a specific database field. Use then the Card link to open the card of your search result in a new tab. When you finished working on the deal, close the newly opened tab and you are back in the previous tab with on the table view to search for a new deal an repeat the porcess.
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 funnel icon “Source” column to add 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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