Filters

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…
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…
Please add/enable filter by "project" in Activities list view and globally
Please please please!
How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
"Default" pipeline
I have a few Pipelines, but one main pipeline that I do most of my work from. For some reason when I login to Pipedrive, it always goes to one of my more ancillary Pipelines. It would be great if I could set a "main default" pipeline that when I logged into my account that it always brought me back to the Pipeline of my…
Filter contacts with deal in a certain pipeline
Hi. May sound like a dumb question, but how can I filter contacts that have a deal in a certain pipeline? I want to mass-edit them (which I cant in the pipeline itself) but cant figure out what I did wrong. I created a filter that contains: --- Contact open deals is not 0. Deal pipeline is "leadqualification". ---…
Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
Feature Suggestion | Delete Multiple Filters
I wish we could delete multiple private filters at a time
Duplicate Filter Criterion Button! - LOW HANGING UX FIX
Many times we need to duplicate criteria in a filter but we are forced to manually add it again. There should be a duplicate criteria button next to every criterion. It's a small fix that would help a ton! This is very tedious in situations that require specific repetitive criteria such as ANY organization -> address…
Best way to clean up contacts?
I wonder if there is a way to clean up contacts that have no relevance anymore. I can't seem to use filters to find contacts that: Have no Deals associated with them Have no Activities associated with them I would like to identify and clean up these contacts. Why do we have these contacts in the first place? A long time…
INSIGHTS: Has been filter
Add the "Has Been in" filter option for deal stages and other filters. Currently, you can filter deals in the deal view by using "Has been in", but this is not possible in the insights. I.e. I want to track the number of deals that went through a certain stage before being marked as won. Not all deals go through that stage.
[Feature request] Pipeline views which show only selected stages of a pipeline
Hello, it would be great to have something like Pipeline Views, which would allow us to select visible stages of a pipeline. For example - our current pipeline has 12 stages but our teammates responsible for invoicing don't really need to see what's going on in stages 1-9, they only need to see stages 10,11,12. Coworkers…
Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
How to filter deals without meetings?
Deals that never had a meeting saved on their activities. How to filter or find them? Just that...
Filter a Date or Birthday Field by the Month or range inside a Month
We really need a native automatic reminder and trigger based on the current date that is native to PipeDrive. If you could put a contacts actual Birthday in one field and then be able to Filter results using the date field to find everyone that has a birthdate in that Month that would be good. I really expected this to be…
Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
Filter data based on Update Date field
I'm trying to fetch incremental data for a data migration requirement. Need to load Pipedrive data into a SQL db daily basis as incremental loads. To do this I need to fetch data using Update Time field. I tried on many resources available on internet, but couldn't find any solution. Please help me with this issue?
Set default pipeline filter
Hi Pipedrivers! Depending on the pipeline I visualize, I would like to be able to apply a different filter that defaults to every opening. For example on one pipeline I would like to always show won and ongoing deals, while on another only won deals. Do you know if and how to make a custom filter default for a specific…
Area Filter
how can i filter leads by postcode/city, so that we can drill into an area to find customers specific in that part of the country
Filter by deals that contain subscription
Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
TAGS
Is Pipedrive ever going to add Tags as a feature? Not Custom Fields which have a different functionality Tags allow you to easily view data in a segmented view based on the tag(s) assigned. Custom Fields requires you to build separate filters for every possible view. If you have just 10 data points in a Custom Field, then…
Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting
Hi, can I extract the stage change records from pipedrive?
I would like to extract this type of record of how it changes from one stage to another
Last Email Sent filter inconsistencies
I've set a Contacts filter to show me all contacts created within a date range who have not sent or received an email (last email sent and last email received are both empty). From this list, I sent out a few email templates yesterday, but when I refreshed the same filter, many of the contacts I emailed are still on the…
Filtering
Hi, Would it be possible for Pipedrive developers to work on filtering options in organization list view? It would be nice to have same quick filtering possibility like you would have in excel - a small arrow and a possibility to quickly check/uncheck specific values. Now it´s a bit of a hustle as you have to create and…
Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
Viewing data (Team) in filtered lists // Visualización de datos (Equipo) en listados filtrados
When you apply a filter in list mode you can select the fields you want to display in the list. The display of the data referring to the team (TEAM) for, for example, the filters in DEALS cannot be activated. In addition, Team cannot be used as a condition for filtering, only specific users (owner). Wouldn't it be nice to…
Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.

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