Area Filter

Amos Calder
Amos Calder Member Posts: 2
edited July 4 in Sales CRM #1

how can i filter leads by postcode/city, so that we can drill into an area to find customers specific in that part of the country

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    edited September 2020 #2

    You would need to create a filter using the postalcode/city.

    You cant highlight over a region and assign those to a specific person.

  • Amos Calder
    Amos Calder Member Posts: 2
    edited September 2020 #3

    is this on the leads section or deals section?

    i am wanting to filter on the leads section.

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited September 2020 #4

    @Amos Calder unfortunately it's not possible in the leads section yet. We're working on custom fields and after that custom filter support. Once that's done you could filter on that. For now it's unfortunately only possible in the deal/contacts area in Pipedrive.

  • Kayla Best
    Kayla Best Member Posts: 1
    Name Dropper First Comment
    #5

    Hello @Mike van der Valk, has this feature been added to Pipedrive? I would like to be able to search by city on open leads.

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    #6

    Hi @Kayla Best

    Yes, if you have a custom address fields on your leads then when you fill it in you can filter out specific areas. Double check at support.pipedrive.com on the articles for custom fields and filtering but this works on leads too :)

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