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  • 29 October 2019 Alexander Jansen suggested this task

  • 29 October 2019 Josh Sharp approved this task

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    Has an API, but unclear what data we’d actually track, and whether it’s feasible — completed activities, deals? API docs don’t provide example data so it’s hard to gauge.

    29 October 2019
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    Here’s what would be useful from my point of view: - deals won (yeye!) - deals lost (bummer) - #deals moved (to different stages) - completed activities (debating to connect activities with todoist through zapier, so might not be relevant here) - map custom fields as custom tags (e.g. I have a custom field stating the country of the client: “SIN”, “VN”, “TH”, … and I’m thinking of creating tags “Sales for Singapore”, “Sales for …”. Would be great to automatically match that). I do procrastinate a lot during sales, it would help tremendously to find out how my context influences my procrastination. :-)

    Those are a few ideas from the top of my head. Thank you for considering!

    31 October 2019
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    Custom tags are for manual entry so we wouldn’t automatically map anything to those. It’s hard to tell from the docs, so I’m not sure if we’re able to get data on deals lost or moved, but if this becomes popular enough to implement I’d be able to spend more time looking into that 😊 thanks for the info!

    31 October 2019