Pipedrive needs to improve the ability to sort and filter contacts/leads

Joel Young
Joel Young Member Posts: 5
First Comment Photogenic

I can't be the only one that has contacts with a lot of different data points.

I don't mind using the create a filter function to narrow people down using certain criteria like;

Location or emails sent/received in the last month.

However, having to repeatedly go into the filter to narrow down or change the search is ridiculous.

Just one example, let's say I have a list of 500 customers/leads that I've narrowed down. I then want to sort them via their source like Facebook ads or Website lead. You have to go into the filter to change the requirements and then do that again if you want to revert back or choose another source.

In an excel table you can simply click the table header and select or deselect the data you want to see. Surely Pipedrive could be doing better here.

3 votes

Active · Last Updated