Filters

"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…
Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
Importing Organisation relationships
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
Filter for Deal Activities -> Last email sent later than Last Email received
I was wondering if there is a possibility to filter activities connected to deals with only activities visible where the last email sent is later than the last email received. That is indicative that I am waiting for feedback from the contact and it might be worth following up. Also this could be semi-automatized with…
Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Feature Request: Combining Filters
Would be great if we could create a filter that combined/excluded other filters. For instance if we wanted to build a customer list of clients who bought product A and B but not C. Given that we already have 3 filters for customers who bought A, B and C.
How to filter Ex-Users' people, organisation, deals ?
Hi, In pipedrive I can not filter deals, people, organisations 's ownership by selecting ex-users. In the filter menu when I select OWNER, I do not see ex-users in the o-users list. How can I Filter? After filtering those, I will change the ownership accordingly, but know I can not make mass change on those records. I have…
Unselecting filters
Hi, Would it be possible to implement a feature that allows a filter to be deselected? At the moment the work around, as advised by the help team, is to select 'Everyone' to reset the details but this doesn't seem very logical to me. I would like to be able to select a filter, look at the data, then deselect. Looking…
Filter by number of leads/deals per company
I add new leads/deals on a monthly basis. In some cases, I'm already working leads/deals for these companies, and it would be redundant (and horribly clumsy) to start a similar outreach process for the same prospect while another is in progress. From a sales perspective, the message would be change, too: It's one thing if…
Admins Should be able to make Filters Shared
We are at a standstill on an important email campaign because a highly-curated filtered list of People was marked as private by a user, and now this user is on leave and we are unable to access their filtered list! Admins should be able to see (and edit) all filters! And in Campaigns, the name of that filter is not visible…
Include call notes in activity filter
Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities? We use Aircall as a phone provider and they create a completed task for each call we make to or receive from a client, along with the call recording stored in the notes. We would then like to create a filter to find certain…
Send a targeted campaign based on filtered people
Hi, I'm using one of the existing templated campaign automation's "Send a targeted campaign based on filtered people" The criteria is that if someone is moved to a specific pipeline stage, they have an email and are subscribed then they will be sent an email campaign. However it does not seem to be working or seems to work…
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…
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…
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…
How do I create a field for state specific leads?
I am trying to filter my leads by state/province, taken from there address. I can do it easily in organizations as it is one of the fields to select from. That being said, in leads I can only do the address. I can do the country in leads which is taken from the address though so I am quite confused.
Why are internal email addresses being excluded from filters?
Hi all, We've recently become aware that our internal staff email addresses aren't receiving our Insights eDM, which we send bi-monthly. We've confirmed that our organisation within Pipedrive fits the criteria required for our send filter, but for some reason they're still not being included in the filter - which they…
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…
Filter Activities by Pipeline
Hi I have 4 Pipelines. In Activities I want to be able to filter the tasks/activities by each of the 4 pipeline easily & quickly. It does not appear obvious or possible on how to do this. I would have thought this would have been automatic. How do I implement this via a quick setting / button? thank you
Real estate template
Is there a real estate template I can copy or gain inspiration from? I know I can figure it out as I go but I thought it would save me time by having a real estate template and then customize it based on my own processes and requirements.
Add a contact to a filtered list manually
Is it possible to select a series of contacts manually and add them into a filtered list?
SMS sending with Zapier and Twilio
I have been trying to find a decent way to send SMS messages with Pipedrive, but Im not satisfied with the pricing for the tools that allow you to send texts and the price per text I've used Twilio a lot and I love Twilio Studio. So I figured out a clever way to user Pipedrive activities, Activity Filters, Twilio and…
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.
Filtering Leads by Labels
Is it possible to use filter on leads by labels? I can't find filter condition on labels :-(
Trying to reach all people in an organization
Hi, I need a little help creating a filter that would allow me to reach everyone connected to the companies that rent our spaces. I manage to bring out all the managers of these companies, but I cannot add all the employees linked to them. Here is the filter I created to bring out all the managers. I just need to figure…
Deal to Project relation and Activities
Hello, if I can assign deals to a project, why it's not possible to assign an activity to a deal and project? I see I can assign an activity to a deal OR a project, but not both. Let's say I have three deals with a lot of activities assigned to them. All these three deals are assigned to a project. Is there a way to filter…
New: January 2024 Insights update 📊
We’re happy to start the year with an update to the Insights feature that adds several incremental improvements: Percentages: See the percentage (%) values on Pie charts and Scorecards. Increased segment size: Segment count has been increased to 20, including Pie chart sectors. Time units support for duration options:…
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…
Filter contacts by Notes
We need the ability to filter contacts by notes. You can filter many other categories such as Person, Organization, Lead, Deal, Activity... Now we just need the option to filter the Notes category. This would be incredibly helpful.

Filters

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