Filters

List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
Filter nach Nachnamen
Hallo, wir möchten gerne unter der Suchleiste "Kontakte" mit der Filteroption (alphabetisch von A bis Z) nach den Nachnamen sortieren können. Aktuell ist es bei uns nur möglich sich angelegte Personen nach den Vornamen filtern zu lassen. Gibt es eine Einstellungsoption um dies umzuändern? Wir bedanken uns im Voraus!
Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
Copy URL to a Lead Filter
For Contacts, Organizations and Activities, when I create a filter, I can simply copy the URL and share it with a colleague, for them to open the exact same filter directly (provided it is a shared one). For Leads this does not seem to be possible, because the filter id is not in the URL. I always have to tell people to go…
Revenue Feature: To be reliable, it would require filtering option.
I really want to love the revenue feature. However, I believe it is lacking a crucial component. There is currently no ability to sort or filter deals by total reoccurring revenue/subscription values. Because of this, there is no way for check your records for accuracy, rendering the feature unreliable. You may have 200…
New Filter Search Criteria Option: Total Unique Campaign Opens/Clicks
There already exists the option for "total campaign clicks/opens" in the filter search criteria, however there is not one for "unique opens/clicks". These unique clicks/opens are already tracked in the campaign-specific data, so could it also be added to filters? 🙏
Filter Logic Limitations
Hey all - seen some posts about this in past and am wondering if there are any plans to update the filter logic? Currently, you are limited by not being able to group together multiple "OR" criteria with an "AND" ex. --> (A & B) or (B & C) The only option you have for this is to create 2 separate filters to get this output…
Filter enhancements.
The current filter is too limited. Could you please create additional combinations, for example: ((company = A) AND (custom field 1 = x OR custom field 2 =y)) OR ((company = B) AND (custom field 3 = a OR custom field 4 = b) I currently have to create a few separate filters, export the data from each into xls and then…
Auto-sort Activities in Pipedrive Projects
Hi everyone, It would be great if we could auto-sort activities in Projects, as at the moment we are able only to drag and drop them individually. Or at least if there is a way to set up the Projects visibility for each user in the company, so all of us could at least be able to observe the same order of the activities…
Leads: Labels as a Filter Option
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
How to filter person/organization existing in two or more deals?
Hello! How exactly should a person or organization that is involved in two or more deals be filtered? For context: I want to remove an inactive pipeline and its deals from Pipedrive, but there are people or organizations there who also appear in some of my other important pipelines. In the 4k+ deals, I have in that…
Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
Custom contact filter not filtering correctly
Hi - I'm trying to set up a custom "Contacts Filter" that I cannot seem to get working properly. There is contacts that are populating on this filter who've I recently had correspondence with and shouldn't be showing up. For example; I want to filter out contacts that I haven't "sent" or "received" an email from in 2…
Filter conditions "contains" "starts with" "does not start with" "does not contain" for field type "
Hi, Please add filter condition "contains" "starts with" "does not start with" "does not contain" for field type "Single option" I have a large number of textual options in such a single option field, to control data quality. And want to filter based on it for setting up an automation rule. Unable to do so as these options…
Filter by "following"
I asked about this in the chat, and they sent me here to make the suggestion. I can see that it is a topic beeing asked for several times over several years... Why on earth isn't the only way to "share" deals without beeing drowned in information from the whole team/company an option that is beeing prioritized? We have…
One Time Filtering Capability in Contact/Org
Hello, I am familiar with how to create my own filters, but I am often slicing and dicing data to drill down to get a list or an organization count by specific parameters. Is there a way to filter in Pipedrive similar to how I would in excel (without exporting every time)? I find that I end up building endless filters that…
How do I bulk add deals from a filter list I've created ?
I want to create new deals against a number of contacts I have in pipedrive. I don't want to have to go to each contact one by one to create the new deal. I would like to create a list with the filter tool in pipedrive Then bulk add new deals against people I select on the list I notice I can do bulk covert list results to…
Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.
Seen contacts with more than one open lead
Hi! This should be a straightforward filter option, but I couldn't find it. How can I see a list of contacts with more than one open lead?
Cross-filter for Reports (Similar to Salesforce)
For a proper task mgmt. it is essential to filter for all leads that are e.g., in phase "interested" but do not have any open tasks. Is this possible in pipedrive?
Email - label customisation & deleted email history
Scenario: Some of our contacts have more than one email address but have only subscribed with one of them to our marketing emails - and unsubscribed with the other. Or - one of the emails is outdated and not to be used anymore but cannot be deleted as this would mean we are losing visibility of relevant email history.…
Multiple filters
Greetings, I am currently working on an integration that involves filtering persons based on multiple fields and multiple values per field, through the API. As far as I know, it is not possible to implement the following type of filter using the API: Custom Field A with an "OR" operator between the options: option-1 OR…
Filtering Filters
I'd like to suggest an option of being able to categorize filters, filters created on Pipedrive. Some I'd like to sit there and never be touched again. Some are dedicated to reporting and some for Automation purposes which ideally they arent edited.
Basic feature request >> Showing attached products in deal filters (list view)
Hi, We are fanatic about attaching products to deals and working with the products module. We also teach our clients to always attach products to their deals and build all our automation around products. However, the deal filters do not display the products attached to the deals. So if a client wants to sort all open deals…
Ability to Organize Filters with folders and/or tags
Currently if you have a lot of different filters to sort through your deals and activities, it can be hard to find the one you want. There's no way to hide filters that are not relevant to what you're trying to do. They're just sorted alphabetically in a long list. So you have to scroll through a long list. Some of my…
Annuel revenues vs Total Contract Value?
Hi, We're a startup selling multi-year services, for different lengths of time, and for the sake of reporting and pipe overview, I'd like to be able to see (or organize my filters according to) both annual revenue forecasts as well as total contract value. Is that something that can be done? Thanks a lot for the help!
Bulk delete filters
Over the years I have created multiple filters for deals, leads, orgz etc. some are even duplicated. Is there an easy way to bulk delete them? its a laborious task to delete them one by one.
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…

Filters

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