Set default pipeline filter

Luigi
Luigi Member Posts: 12 VERIFIED MEMBER
First Anniversary Photogenic First Comment
in Sales CRM #1

Hi Pipedrivers!

Depending on the pipeline I visualize, I would like to be able to apply a different filter that defaults to every opening. For example on one pipeline I would like to always show won and ongoing deals, while on another only won deals.

Do you know if and how to make a custom filter default for a specific pipeline?


Thank you very much!

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Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    #2

    Hi @Luigi

    We do not have a way to set a specific filter as default ... But the Pipeline view should show the last filter used. Also, you could save a bookmark with a specific filter applied and reach the Pipeline from there for example.

  • Luigi
    Luigi Member Posts: 12 VERIFIED MEMBER
    First Anniversary Photogenic First Comment
    #3

    Hi Kreete, thank you for the answer!

    I have many different pipelines and I daily switch between them, but everytime I open the one I was mentioning it doesn't show the last filter (which would be the one I wish) but the default one. Is there maybe a setting to keep the last filter?

    On the other hand could you tell me how to save the bookmark with the specific filter applied?

    Thank you so much!

  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    #4

    Hi Luigi!

    There is no setting to keep a filter. But yes, in your case, I believe this keeping last used one is not working. This will keep moving between different tabs (Contacts, Leads, Deals), but not Pipelines. Sorry for causing confusion, I understood a bit differently.

    However, when you are on a certain Pipeline and have applied a filter, the URL address will be adjusted accordingly and then you can save the bookmark in your browser as needed. This is not a specific Pipedrive feature but just something you can do based on your browser. All these url addresses in Pipeline view are set up as: www.your-pipedrive-domain.pipedrive.com/pipeline/pipeline-ID/filter/filter-ID and are visible once the filter is applied on a certain Pipeline.

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