Recent Searches and/or Records

Ryan Gerardi
Ryan Gerardi Posts: 8
edited July 22 in Lead Generation #1

Often I find that I need to re-access Contacts, Deals, and Leads that I previously accessed. To do this you can either search for the record or go to that section of Pipedrive and cherry-pick the record from a list. 

Seems to me that if you place your cursor in the Search form it would be handy if the system displayed a list of recently accessed records, like when you input information into Google Search it displays a drop down list of possible phrases you might be searching. 

This is a feature I was familiar with when using other CRMs but from what I can gather, Pipedrive does not do this. 

Would anyone else find this useful?

Comments

  • Ryan Gerardi
    Ryan Gerardi Posts: 8
    edited April 2021 #2

    Noticed today when I went to search in Pipedrive there were Recent Searches appearing. Do not recall ever seeing this before but glad to be seeing it.