Is it possible to do a step by step filter?
Hello everyone. I'm a new user to Pipedrive and I'm trying to see if there is a way to use the filter step by step. For example - I first would like to filter by owner, then by Engagement (which is set as a custom field) and then by Service (another custom field). At the moment it looks like I have to enter all three requirements, give it a name and save it.
We have a number of sales people, 2 types of Engagements, and different services across both Engagements and that leads to numerous permutations and combinations. So creating a custom filter for each of those combinations would be tedious and the filter drop down would look large and cluttered. Is there a way around this? Grateful for any advice. Thank you.
Comments
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Hi @Swetha Sitaraman , that is correct with regards to applying a filter. As if you want to change the conditions you will need to modify the existing filter or create a new one. But to make it easier for you it is also possible to reorder the results according to specific columns from the list view.
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