Filter out cold leads?

Doug Nestor
Doug Nestor Posts: 4
edited July 2022 in Ideas and Product Feedback #1

Is there any way to better filter leads, if I select to view hot/warm leads, it doesn't show anything as it looks for BOTH hot and warm. I want to just see everything EXCEPT cold leads

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,320
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited September 2020 #2

    Not sure which field you're referring to, but based on how the filters work in other areas of Pipedrive, you could probably use 'is not' Cold filter criteria.

  • Minhaz Moosa
    Minhaz Moosa Posts: 53
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 2022 #3

    Agree with @Amit Sarda 

    You can create a filter to show to both hot and warm leads?

    Let me know how you get on,

  • Doug Nestor
    Doug Nestor Posts: 4
    edited September 2020 #4
    Minhaz Moosa said:

    Agree with @Amit Sarda 

    You can create a filter to show to both hot and warm leads?

    Let me know how you get on,

    Am I being silly, I can't see a way of creating personalised filters in leads. It looks like only pre-defined filter groups.

    image
  • Mike van der Valk
    Mike van der Valk Posts: 4,043
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited September 2020 #5

    Hi @Doug Nestor unfortunately our filters on leads aren't as advanced as in the rest of Pipedrive yet, we're working on it. Therefore it's unfortunately not possible to see what you want it this overview yet, I'm sorry. I'll make sure our team sees your feedback.

     

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