Filters

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!
Mobile App - Edit Contact Filters
There should be an ability to create quick temporary contact filters on the mobile app to quickly sort out and look though contacts on the go. Curranty it only allows us to view saved filters that where created on desktop but doesn't give us the ability to make new filters or even do a more detailed search of contacts in…
Filter selecting all contacts of a deal
How can I create a filter whereby I select all persons that are related to an organisation (not only the selected contact person) that have a deal in a specific stage?
Filters Improvements: Create multiple "OR" conditions groups
For those who know Airtable, it would be great to have exactly the same filter capacities. A group for a sequence of "AND" conditions (already OK). Then multiple "OR" conditions groups (not OK today. We can only have one group). Here is an example to illustrate how it is on Airtable: Today, Pipedrive is so limited with…
Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
Is it possible to group filter oder put them in a folder?
Hi all, for example I have 10 Filters related to follow-up, 10 for sales, 10 for something else. So the filter list in contacts is veeery long. Can I sort the filter into categories, folders or groups? Thx all!
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?
Improvements to the Maps feature!
We are loving the Maps feature within Pipedrive! It allows us to easily create visuals around the locations of our customers and makes us look good to our external stakeholders. We have a couple items of feedback: * The Maps functionality needs its own home page! Much like the other useful parts of Pipedrive that have…
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.
New filter conditions "is one of" and "contains one of"
Hello, could you please add another criterion "is one of" / "contains one of" next to the conditions "is", "is not", "hes been", "contains", "does not contains", "is empty", "is not empty", with which you can enumerate the elements of the field, which should all trigger a hit in the filter. Especially when building filters…
Issues with Pipedrive filters and Zapier
Hello, Is anyone experiencing issues with filters you have setup in Pipedrive where the parameters have either been completely deleted or most or them removed? We've unfortunately seen this across a lot of filters that were connected to Zapier to power emails to clients. Given the parameters of the filters have either been…
Filter URL in Leads inbox
Right now there is possibility to add e.g. people filters to bookmarks or send a link to a colleague to check a filter (company.pipedrive.com/persons/list/filter/123). Please add this to Leads inbox as well :) // Harri
Be able to create static list
It would be great to be able to create static lists (aka static filters) like it's possible with HubSpot. Use cases: Create cold call lists for SDRs Create tasks for all contacts into a list Add contacts to lists in order to address them in an outreach tool like lemlist and also reactive them months later more easily. I…
Hide Saved Columns within Filters without Deleting them
Hello, Currently, when a new filter is created for Deals it is possible to save specific columns with that filter and make the filter shareable for your team. This is very useful for my team, but the only problem is that when you share the filter to your team, they have the ability to remove the columns that were saved…
Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
Add a weekend filter to insights date created
In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the…
Improve visibility of filter titles
The box that shows the title of the current filter only shows about 25 characters. Many of my filters start with the same few words, so it's not immediately clear which one I'm viewing. It would be very helpful if the full title would become visible when the mouse pointer is hovered over the box, and/or the current filter…
I would like to see the limit on the number of filter conditions relaxed.
Hello. I have a limit on the number of filter conditions and I can no longer edit them. I would like to use more ANY conditions, so I would like to see the Insight-like method of setting conditions applied to filters as well. Or, if you could make it possible to group select fields, it would reduce the number of ANY…
Can it be possible to remove filter restrictions like limiting the number of conditions per filter?
Hi it really is hard to make filters that only have a limit of 16 conditions. for our work we really need to have a lot of conditions in our filter to effectively work well.
Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
Can I create a filter for my recipients in a campaign?
Can I create a filter for my recipients in a campaign to include only the people who did not open the original campaign. So, I have tried to filter it as several different ways that include "Total Open Campaigns," "Campaign Opens," "Is less than," 0. Each time it is still including the people who already opened the…
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…
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…
Filtering to show deals that recently moved from Lost to Open
I can't find a way to filter deals that were switched from Lost to Open within the last month. I can find status changes, but there is no option to show stage changes.
Filter Opened Emails
It would be really nice to be able to filter by emails that have been opened by recipients and then be able to do bulk follow ups to those specific people. Anyone else see this as something that could save a lot of time?
How to address target audiences based on specific themes which are not covered by filters?
Dear community, I got an Excel list of contacts divided into different thematic groups. The contacts are already in PD, but the Excel list is not an export from PD. Each group's topic is not based on a data field in PD and therefore I cannot filter the target audience by that topic. What is the best and most sustainable…
Different Pipelines - way how to automate the whole process in one pipeline and see a better report?
Hi, we currently have several pipelines where we manage clients - cold calls, inbounds, referrals - but we don't have a professional account and so monitoring reports is more difficult. Is there any way to manage only one pipeline, but we can select the filter where the deal came from, so we can see the global report with…
How to address target audiences based on specific themes which are not covered by filters?
Dear community, I got an Excel list of contacts divided into different thematic groups. The contacts are already in PD, but the Excel list is not an export from PD. Each group's topic is not based on a data field in PD and therefore I cannot filter the target audience by that topic. What is the best and most sustainable…
Ability to change the owner of all assets belonging to one user at once
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
Recurring Order Cycle Data
Hi Everyone, I am working in sales for several food & beverage companies. All of them use or already used Pipedrive now. I was wondering, in order to keep sales people for the majority of time in pipedrive without switching back and forth with other tools or accounting software, if there is a way to show the avg amount of…

Filters

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