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Feature Suggestion | Delete Multiple Filters
I wish we could delete multiple private filters at a time
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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…
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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…
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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.
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[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…
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How to filter deals without meetings?
Deals that never had a meeting saved on their activities. How to filter or find them? Just that...
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Merged: Filter a Date or Birthday Field by the Month or range inside a Month
This discussion has been merged.
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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.
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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?
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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…
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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
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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…
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Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting
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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
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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…
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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…
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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…
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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I would like to create a report or filter that shows all deals for a group of companies. Like one m
I would like to create a report or filter that shows all deals for a group of companies. Like one mother company + 5 daughter companies' deals shown in one report. It can be done by listing all daughter companies separately under secondary conditions "And match ANY of these conditions:" but using the mother company only…
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How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation? I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset…
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Account Management - Share Your Feedback feature wont let me share
I tried to submit this through the Account Management page but it wouldn't allow me to send the feedback - error message appeared. Have posted below my feedback... It would be good to have a default field for Organisations, similar to the Campaigns label (Subscribed/Unsubscribed) where if you deem an Organisation an…
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Excel Date Format Confusion
Hi Guys New Pipedriver here! Not sure if this has been asked and answered, but looking for ways to bulk format dates from Pipedrive onto a spreadsheet. The problem being unable to sort by date when reports are exported to excel. I may be looking to hard and can't see the obvious!🤔
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Filter relative time greater values
Currently the relative dates on filters only go back 6 months ago, would like to be able to select 12, 18, and 24 months ago to handle automations for contract expirations. Please consider adding longer relative dates to the drop down.
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Nordic alpabets does not sort correctly.
When using the letter Ä, it will be sorted as A (in the alphabetical order) while it should be at the end, same goes with O and Ö, also the upper and lower cases affect the sorting also.
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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…
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Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
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Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
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Email Deal Contacts & Participants
I'd like to set up an email filter that will add all deal contacts/participants in certain stages of the pipeline. The problem that I'm running in to is that when I select the deal stage, only the main deal contact is available. There isn't a way to select additional deal participants. We have multiple decision makers in…
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Pipedrive Campaigns -koulutus
(English below) Moro! Vedän ensi viikolla online-koulutuksen aiheesta Pipedrive Campaigns. Kyllä melkein kannattaa tulla paikalle. Kyseessä on pitkään aikaan isoin uudistus Pipedrivessa. Linkki ilmoittautumiseen: https://www.zimple.io/tapahtumat/campaigns-webinaari?hsLang=fi Terkuin, Juho Zimpleltä juho.koski@zimple.fi…
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Custom Filter Logic Would Be Really Nice
Would love it if I could do custom filter logic... right now I have two different criteria groups... one with AND logic inside the group... and one with OR logic inside the group... between the groups is AND logic So it is... (A and B) and (C or D) It would be really nice if I could change the logic inside the groups and…