New: Insights filters update 📊

Options
Manuel Oliveira
Manuel Oliveira Admin Posts: 1,102 COMMUNITY MANAGER
5 Likes First Answer First Anniversary First Comment
edited July 2022 in What's New #1
image

What?
It is now possible to select multiple organizations and persons in Deal filters

 

For whom? 

All users and plans.

 

When?
Available now for all regions.

6178081c5908342ff14aebb0_89408.png

Comments

  • Wesley_49026
    Wesley_49026 Member Posts: 25
    First Anniversary 5 Likes Name Dropper First Comment
    edited October 2021 #2
    Options

    Nice feature! This helps our sales team to have a clear insight of the status of the must win accounts. Thanks :-)

  • Leena Saleh
    Leena Saleh Member Posts: 1
    edited December 2021 #3
    Options

    Does this apply for all filtering? Organization, Deal and Person? 

     

     

  • Piet-Hein Smit
    Piet-Hein Smit Member Posts: 5
    edited November 2021 #4
    Options

    This is a true helpfull new functionality. 
    Especially now we are getting close to the end of the year and you would like to compare your last year perfomance to the year before. 
    That is still a workaround. But knowing PipeDrive now fore a little while, they will adjust this feature in the near future (december?). 

    Keep up the good work, PipeDrive team.