Filtering all people by active lead
I find it hard to keep on track which leads I need following up which so want to try using the 'Set follow-up frequency tool in 'contacts timeline' so do that.
I know it is possible to filter by open deals, but is there a way to filter the list of all people in my pipedrive account based on whether they are active lead associated with them?
Thanks!
Tagged:
0
Best Answer
-
Hi @Seb -
You could create a filter like this to find all People connected with a Lead:
Please feel free to reach out if you would like additional support.
- Liz
Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations
If this was helpful, please click Yes below.
0
Answers
This discussion has been closed.