Stop Scrolling, Start Finding: Master Pipedrive Filters Like a Pro!

Liz (Ops Designed)
Liz (Ops Designed) Member Posts: 231 VERIFIED MEMBER
Fourth Anniversary 100 Comments 5 Answers 25 Likes
edited May 20 in Sales CRM #1

Hi Community,

Tired of endlessly scrolling through your Pipedrive deals, contacts, or activities to find that one crucial piece of information? You're not alone! But what if I told you there's a superpower built right into Pipedrive that can save you time and boost your productivity?

This week, we're diving deep into the incredible power of Pipedrive's filtering capabilities. Whether you're trying to:

  • Pinpoint deals in a specific stage? (Think "Deals in Negotiation")
  • Follow up with contacts assigned to a particular team member? ("Contacts owned by [Team Member Name]")
  • See all activities due this week? ("Activities due date is this week")
  • Identify leads from a specific source? ("Leads with source [Specific Source]")

... Pipedrive filters have got you covered!

Why should you become a Filter Master? 🤔

  • Massive Time Savings: Stop wasting precious minutes searching. Filters deliver the exact data you need in seconds.
  • Improved Focus: Cut through the noise and concentrate on what truly matters.
  • Better Organization: Gain a clearer overview of your sales pipeline and customer interactions.
  • Data-Driven Decisions: Easily segment your data to identify trends and opportunities.

Unlock the Potential: Tips for Effective Filtering: ✨

  • Get Specific: The more criteria you add to your filter, the more precise your results will be.
  • Save Your Favorites: Create and save frequently used filters for instant access. This is a HUGE time-saver!
  • Combine Filters: Layer multiple conditions to drill down to highly specific segments. For example, "Deals in Negotiation" AND "Expected close date this month."
  • Explore All Options: Pipedrive offers a wide range of filtering options across deals, contacts, companies, activities, and more. Take some time to explore them all!

Ready to level up your Pipedrive game? 💪

https://youtu.be/mRChbJ3Kzmc?feature=shared

What are your favourite Pipedrive filters? Share your tips and tricks in the comments below! 👇

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