Deal Filters
I'm trying to create a filter in my pipeline to see deals created during a specific time.
What I don't get it is why PD does not allow to set the specific date range to filters?
I know there are many options but having to "calculate" on the conditions given are not ideal.
I would like to set the starting date and final date and DONE. Any reason why this is not possible in the filters but in reports it's available?
Happy Pipedays!
Comments
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Hi @Alex Stueber , thank you for your feedback!
We're sorry for this inconvenience. The reason it happens is because those two filter "engines" are separate and independent, with the one on Insights being more recent.
That being said, I have made sure to forward your input internally to our team so they can take it into consideration in future developments. Speaking of which, here’s how to stay on top of what’s coming down the line:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
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Inês Batata said:
Hi @Alex Stueber , thank you for your feedback!
We're sorry for this inconvenience. The reason it happens is because those two filter "engines" are separate and independent, with the one on Insights being more recent.
That being said, I have made sure to forward your input internally to our team so they can take it into consideration in future developments. Speaking of which, here’s how to stay on top of what’s coming down the line:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
Hey @Inês Batata , Thanks for the reply.
I hope you bring lots of good news soon on the channels you recommended 😉Have a good day!
Happy Pipedays!
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Inês Batata said:
Hi @Alex Stueber , thank you for your feedback!
We're sorry for this inconvenience. The reason it happens is because those two filter "engines" are separate and independent, with the one on Insights being more recent.
That being said, I have made sure to forward your input internally to our team so they can take it into consideration in future developments. Speaking of which, here’s how to stay on top of what’s coming down the line:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
Always good news 😊 Happy Pipedays to you too!
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