One Time Filtering Capability in Contact/Org

Sam Drake
Sam Drake Member Posts: 3
First Comment First Anniversary Photogenic
in Sales CRM #1

Hello,

I am familiar with how to create my own filters, but I am often slicing and dicing data to drill down to get a list or an organization count by specific parameters. Is there a way to filter in Pipedrive similar to how I would in excel (without exporting every time)? I find that I end up building endless filters that I only use once to answer a question and would love a way to filter in real time without building a new one.

I made an illustration to give an example. So if there is a way to filter on the columns for example where I put the red "F"s rather than building a filter each time where I circled in blue.


Pipedrive Filters Question.JPG

Thanks!

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Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 89 PIPEDRIVE TEAM
    First Answer 5 Likes Name Dropper First Comment
    #2

    Hey, @Sam Drake!

    A workaround in this case would be to setup an automation to automatically add new organisations to an Excel spreadsheet, in which the filters you currently use are in place. This way, no exports will be needed, as information will be automatically sent to Excel.

    Here is how you can do that using Zapier.

    I hope this helps :)

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