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Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
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How to have a Pipeline view showing all the WON deals Last Year?
The filters conditions don't offer this as Relative Intervals.
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Date filter
Hi! How can I use a date filter "last 6 months" excluding the current date. Thanks a lot!
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Segment your recipients by previous campaign activity
Hello! We have added some new filters for you to better segment your recipient list. It is now possible to filter contacts by campaign title, sent date and campaign activity (opens, clicks). We have also added filters about unsubscribe date and bounce reason. These filters are available in the Contacts > People section and…
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Filter for Contacts not having a certain Activity
We often want to find contacts that do not have a certain activity, e.g., people that we've send event registration details, but not the event followup. Currently, this is not possible, due to two limitations: * I cannot search for the absence of an activity, so for "contacts with no activity of type follow-up". I can only…
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Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog t
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be upto 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add to…
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Automation Trigger - without an update required
I recently tried to build automation where the overall requirements were an organization falling into a filter i had pre-made based on a date field. However I realised that you cant use that as a trigger when creating automations, the organisation has to be updated in some way for it to be triggered. Please can the…
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Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
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👂 We want your feedback on... filtering | Deadline: Feb 23rd
Hello everyone! We are looking into improving your experience with filtering in Campaigns. With that said we would like to get also your opinion. ➡️ Please take this short survey to let us know what you think. It will only take 5 minutes and the answers are fully anonymous. The survey will be open until 23rd of February.
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Is it possible to combine Organizations and Persons criteria in the same filter??
I need to produce a filter, combining Organizations and Persons criteria. For example: - persons who are CFO in companies that are in Region G. Cannot fix this. Is it possible? Many thanks!!
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Creating a filter by deal and product code
Hi All, On a regular basis I like to filter specific deals by product code, and by one (1) specific "product code" only. When you have say five products with product code A,B,C and D. If I have two (2) deals, one with product code D only, and one (1) deal with product code D & B. If I create a filter like" Product code is…
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New: Searching for activities 🔎
What? Activities are now searchable from the global search bar: * Activities are searchable by their title, note, and description. * Permissions: Admins can search for all activities (all users'), regular users can only search for their own activities. * Filtering: Users can click on 'Activities' category in search to see…
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Join our research: how information is organised in Pipedrive [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi everyone 👋 I am looking to talk to users of Pipedrive about how information is organised in Pipedrive. The topics we will touch in this research are: * How do you find different types of information? * How do…
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New: Filter improvements have been released! 👏
Hello, Campaigners! I’m the Product Manager for Campaigns and I’m happy to share that we have created improvements to make your work easier and faster. The problem: During usability testing, we noticed that it is not convenient to go to the Contact list, create a filter, remember its name 😱and add it to the campaign. The…
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Filtrera på orgnr och uppdatera label
Hallå alla! Jag har en pipedrive-databas på ca 5000 st organisationer (samtliga med ett unikt orgnr). Jag vill filtrera dessa med en excel-lista innhållande 300 orgnr och där det matchar mot databasen vill jag uppdatera label för just dessa organisationer i pipedrive. I det fall det är möjligt så vill jag se vilka…
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Syncbot & PD Filters
Are there any plans to update Mailigen so that the PD filters are two-way feed rather than just PD to Mailigen? I have a case where I updated my filter in PD and now those who are no longer in the filter are still in Mailigen. I use filters in Pipedrive and then pull in that information through a Mailigen Syncbot. Seems…
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Use more than once filters in insight
In the insight, when we use a filter (like "Organization" "is not" "..."), we cannot use an other time this same filter ("organization" "is not" if we don't want 2 organizations) Or an other case, I wanted to track "Offers" and when they move from one step to one other. I want to use and report all offers which "Step…
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Deal Owner changed filter
Looking for some tips... I would like to find a filter when a Deal or Person is assigned to a new Owner... When somebody manually changes a deal (or person) owner, I would like to automate that in Zapier. .. Having a hard time getting a filter that gets that result to use in Zapier.
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Filter for Organization Notes
It would be helpful to place filters with "organization - notes - contains" to avoid creating endless custom fields for reporting/tracking.
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For filters, I would like the relative time to go back to 1 year. Now, the current limit is 6 month
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Filter field selection question- unable to select needed fields.
I am trying to create a filter, but it does not look like I am able to select the fields I need. I am trying to create a report that shows me the quoted price (custom field) for shipping- I am able to select the column for the qty, but there is no selection for the product name or number. I have come across the problem of…
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New: Insights filters update 📊
What? It is now possible to select multiple organizations and persons in Deal filters For whom? All users and plans. When? Available now for all regions.
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Help needed: How can I filter "subscription" and there "description" containing a word
Challenge: I would like to see all companies with one or more deals where special words are included in the description of the subscription. Problem: Unfortunately, these fields do not appear in the Insights and Filters for selection. Background: We use the recurring billing model for all products that have an endless…
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Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
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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.
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I have a feature request: Save filters in Prospector. I absolutely need this to be able to work with
I work with Prospector to identify potential customers. However we have a lot of different personas, that we use in order to identify matching potential customes. Therefore, I would urgently need the possibility to SAVE the filters I set along with a name that I can give that filter. Anyone else here with the same need?…
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Pulling a list of all contacts and linked deals
I recently tried to pull a list of all of our contacts and their linked deals. I know we can pull a list of linked contacts and orgs but it would be extremely helpful if we could pull a list of all contacts and their linked deals. The reason we want this functionality is because ensuring all of our contacts are…
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New: Leads Inbox - Team filters support (EN language) 📣
What? You can filter the Leads Inbox according to teams. For whom? Users of Professional and Enterprise plans, where teams are currently available. When? Available now for English language customers, and gradually rolling out to all other languages soon. 🔔 Be sure to follow What’s New? to get notified about all new product…
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How to list / sort contacts by date added / created?
I add a new contact, and then cannot find them because the default contact sort order seems to be random (on https://company.pipedrive.com/persons/list/user/everyone). How can I list contacts by date added?
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Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "e
Filters/reports using the "creator" field: When a contact/organization/deal is created, the new "entry" has a creator name (see my name in the attached image). We would like to create a filter or report using that "creator" information to see how many of the new contacts/organizations/deals were created by specific…