Create filter with ALL the participants concerned by a deal

Scalens
Scalens Member Posts: 2 NEW MEMBER
edited September 9 in Sales CRM #1

Hi

I wanted to have a filter in which I could have all the participants included in a won deal. Does not seems possible

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 199 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Scalens,

    Unfortunately, this is a product limitation within the UI, however, you can use our API to export a list of deal participants by using the "List participants of a deal" endpoint here!

    Additionally, feel free to share this suggestion in the ideas and product feedback section of the Community so others can upvote your feedback. Keep an eye on the What's New section for updates!

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