Create filters for Leads and deals

Heshie
Heshie Member Posts: 6
First Comment First Anniversary
edited July 2022 in Sales CRM #1

is there a way to create custom filters for leads and deals? example: If i want to filter all deals by zip code or state. or filter deals by unit count, or filter leads by project type.

Tagged:

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,541
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2022 #2

    Yes, you can create filters for Deals. Not sure about leads at this point as I don't use that functionality.

  • Heshie
    Heshie Member Posts: 6
    First Comment First Anniversary
    edited May 2022 #3
    Amit Sarda said:

    Yes, you can create filters for Deals. Not sure about leads at this point as I don't use that functionality.

    is there any tutorials out there for this function? i see where it can be done but I am totally lost

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited May 2022 #4

    Hi Heshie! 
    You can learn more about Filtering in our article here. Other than that, I think the best is just to try out different filters based on the fields you have and you will find a suitable solution for what you need. If any specific questions, you can always reach out to our Support team via in-app chat or email support@pipedrive.com. 

Categories