Search for deals in deal view

Ruven Klunk
Ruven Klunk Member Posts: 9 VERIFIED MEMBER
First Comment

In pipedrive, we do not have the option of using a Deal search within the deal view.

In CSM, we have assigned several deals to a customer, which is why it is very helpful to display all associated deals by entering the customer’s name. The only option we have for this is to create a filter. Otherwise, you can currently only search for individual deals in the general search bar.

In HubSpot for instance you could enter keywords / names in the deal view and only the according deals appear.

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Comments

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 153 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes

    Hey, @Ruven Klunk!

    While there isn't a specific field for this, you can always use control+F and search for the deal contact person as a workaround. Since this field shows in the deal card bellow the deal title, the matching ones should be highlighted.

    Nonetheless, we appreciate the feedback and will share it internally.

    Thank you.