Sharing filters to the team via a link

Victor Vuillier
Victor Vuillier Posts: 47
edited June 24 in Sales CRM #1

What would be great with filter is the ability to have link to a specific filter (in the likes of dashboards).

Example : I'm the one in the team creating all sorts of filters (persons/company/deals) and reports .

If I set-up a filter to create a specific list, I'd like to be able to share that filter, via a link, so any Pipedrive user in my company clicks on the link and access the filter and its results directly, without having to go on Pipedrive and do the filter search themselves.

It's all about saving time nowadays.

I'm sure I'm not the only one who need this feature ;) 

Upvote if you feel that's an important feature

 

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited March 17 #2

    You can already do this.

    Each filter has a number assigned to it, which is visible in the page URL.

    Can you make the filter public, and try sharing again?

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #3

    You can already do this.

    Each filter has a number assigned to it, which is visible in the page URL.

    Can you make the filter public, and try sharing again?

    Just tagging you here @Victor Vuillier to see Amit his helpful answer ;) 

  • Victor Vuillier
    Victor Vuillier Posts: 47
    edited March 17 #4

    You can already do this.

    Each filter has a number assigned to it, which is visible in the page URL.

    Can you make the filter public, and try sharing again?

    How stupid of me ! I was looking for a sharing button without even thinking of just sharing the URL ! 

    Thank you very much @Amit Sarda 

    Thank you @Mike van der Valk for the nudge ;)