Require help with an filter in Pipedrive Insights
Hi, I hope you all are doing good. We at Roq.ad want to find a way to look at all the companies in our ecosystem for which we have either changed their expected close date, subscription amount or stages in past one week and we want to do this every week. I know I can find the changes made in the timeline of each company but I want to get a list of these companies every week. Can any one of you brief me a bit on how can I do that? Thanks in advance for the help
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited May 2021 #2
Hi @Karan Kapoor !
We'd like to ask you to please not use the What's New? or What's Planned? topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed them from the post and replaced them with more pertinent topics. Thank you!
They are, however, the place to be notified of what’s coming down the line - it's where we make all product update announcements. Make sure to follow them:
- Follow What's Planned to know what we're currently working on and what’s to come.
- Follow What’s New and don’t miss any new release announcements.
- 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 your topic. 🔎