Create filters for Leads and deals

Heshie Goldfein
Heshie Goldfein Posts: 5
edited July 27 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.

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 17 #2

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

  • Heshie Goldfein
    Heshie Goldfein Posts: 5
    edited May 16 #3

    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 Moderator Posts: 223 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited May 17 #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 [email protected]