Search for deals in deal view

Ruven Klunk

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.

Leonardo Zimmermann

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.