Search via tags or telephone numbers
I am not sure if I have missed how to do this, but it would be great to be able to search PD by tags and/or telephone numbers. Is this possible now?
Bobby_37242 Posts: 25edited August 2021 #2
Yes this is possible
You will need to create a custom field for this, call it tags and make it a multiple option select. Add any tags you want to use as options then start applying those to your deals or contacts. Then create a filter by that tag or use the search bar.
For Telephone Numbers:
If you type a phone number in the search bar in the top middle of your screen it will show results there. You can also make a filter for this.0
Blair Bondar Posts: 11edited August 2021 #3
Thanks Bobby-That works.
Martin_81343 Posts: 1edited May 2022 #4
Bobby, I think he maybe means searching by the in-built 'tag' functionality that pipedrive has on Persons and organisations. What would be the point in the tags if you cannot search by them?0