Further detail on the development process : RainMaker operates in a fluid environment, which means plans and implementation, create the possibility of change and are subject to change. The ideas on these and related pages are meant to outline the general RainMaker product direction. It’s for informational purposes only, and we would never recommend relying on it to make purchasing decisions. We may decide to add enhancements, features, and products at any time depending on our prioritization process and the capability to deliver products meeting RainMaker quality standards. The development, releases, and timing of any features or functionality described, are at the sole discretion of RainMaker. Any roadmaps do not represent a commitment, obligation, or promise to deliver any products, features, enhancements, etc to clients at any time.

Need a new report called "List of contacts by Prospect Manager Phase"

This report would work the same way as "list of contacts by tag" and would allow users to list their contacts by each of the prospect manager phases. It would give a count of contacts in each phase and include the date of the last time a particular contact was touched. It would also allow users to export contacts in each phase to XLS or CSV just like most other reports.

Prospect manager is a useful tool for managing leads but it does not tell users how many leads are in each phase category so it's difficult to know if your team is making good progress moving leads through each phase of the sales cycle. There's also no way to export the leads by phase.
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  • Oct 1 2018
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