Filters

Filter for Organization Notes
It would be helpful to place filters with "organization - notes - contains" to avoid creating endless custom fields for reporting/tracking.
For filters, I would like the relative time to go back to 1 year. Now, the current limit is 6 month
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…
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.
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…
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?
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.
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?…
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…
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…
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?
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…
파이프드라이브 가이드: 사용자 지정 필드로 필터 검색하여 엑셀로 내려받기
질문: 사용자 지정 필드를 포함한 인사이트 리포트 생성하는 대신, 해당 거래만 엑셀로 내려받기 하려면 어떻게 하나요. 답변 사용자 지정 필드에 접근하는 인사이트 리포트는 프로페셔널 플랜에서만 가능합니다. (이 문서 참고하세요.) 프로페셔널 플랜으로 업그레이드 하는 대신, 사용자 지정 필드값에 따라 거래를 필터링해서 엑셀 파일로 내려받으려면 다음과 같이 진행하세요. * 원하는 필터 생성 * 해당 필터를 파이프드라이브 '목록 뷰'에서 실행 * 필터 결과를 엑셀 파일로 내보내기 상세예시 예를 들어. 'membership' 이라는 사용자 지정 필드를 생성하여 다음과 같은 값중…
From a Pipedrive Pro - How to Get a Map View of Your Contacts and Deals 🗺 📍
https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?Learn from our Pipedrive Pro @Veronica Alessandrini how to get a map overview of your contacts and deals. You can even apply filters to your results to hone in on the demographics you need. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy…
Higher Visibility on which filters are used in workflow automation
I hope I'm not the only one, but it can be difficult to keep my custom filters list clean. I'm updating my filter titles now so I can see which are "necessary" and which are junk. My suggestion is to add an asterisk* at the end of filters to denote which are referenced in currently active workflow automations as well as a…
How to filter all people related to deals?
I have not found a way, how to get all participants (filter/export) associated with deals in a specific stage - any ideas?
Filter on company , see turnover belonging to this company's
@Mike van der Valk could you please get back to me on the following. As you can see in the image below i have made a filter field names Oude Klant. Hereby i can filter to see witch costumers belonged to my collegae and are now linked to my name. I can't find the option in PipeDrive to see the turnover that belonged to this…
Omzet cijfers van een specifieke groep klanten willen inzien, hoe doe je dat?
Goede middag, Al enige tijd gebruiker van PipeDrive. Maar nu vanuit nieuwe rol opzoek naar nog meer data. Vraagstuk: ik wil van een groep klanten hun omzet zien. Waar kan ik dit in PipeDrive vinden. Vervolg stap is dat ik de omzetten van 2020 met 2021 wil vergelijk en zo groei-krimp wil laten zien. Deze groep klanten…
Show deal count in Contact / Org List
Hi, Mostly for cleaning up the database, I would like to be able to see the number of leads against a contact or organisation - in the same way that we can see Open, Closed or Won Deals. see image
New: Leads Inbox update - Custom columns and filters 📊 🔎
What? We’ve just released custom columns and custom filters support in the Leads Inbox. Users are now able to: * edit the existing or create new filters in Leads Inbox * modify and re-order the columns in Leads Inbox When? Gradually rolling out to all users in the coming weeks 🔔 Follow What’s New? to get notified about…
How to list PEOPLE associated with an Organizational search ...
We do not enter email addresses for organizations, only people. How can I do an "organization" type search or filter in PD and have it show me PEOPLE associated with those organizations? Example: We have a custom field for ORGANIZATIONS that denotes them as a new account. I would like to send a bulk email to those PEOPLE.…
New: Insights introduces rolling periods 📊
What? You can now set automatic rolling and relative periods on your reports, past and future. New periods are added for all date-type filters and are available in: * Report filters * Dashboard quick filters * Goal filters When? Deploying today across all regions. For whom? All users and plans. 🔔 Follow What’s New? to get…
Followers Filter for Contacts
We have 3 divisions belonging to our company working with the contacts in Pipedrive. One of the goals with Pipedrive is that all have access to everyone's contacts across these divisions, so one common database is established. As only one person can be the "Owner" of a contact the others are listed then as "Followers" if…
🗣️ 💬 Campaigns: Q&A | volume 4
Happy Thursday, Pipedrivers! Another Q&A session here. I think I've exhausted all the questions and feedback after this post, so keep them coming in the comments ✏️ Q: Will you be providing a competitive analysis for other email marketing products such as Constant Contact? A: Yes. Expected at the end of Q3 when we will…
Can you filter leads by postcode?
Does anybody know a way where you can search for the first part of a post code and then see all the leads that correspond?
🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
Filter Visibility and Xero integration
The option when creating a filter for it to be visible to others is greyed out, do you need to change something in the user settings to change this. Also trying to implement Xero, when entering an invoice it doesn't seem to bring up the supplier in Pipedrive. Also can you enter sales and purchase invoices in Pipedrive?
Ability to share a private filter with a single user in your company account
It would be nice to be able to share filter settings with a single individual in your company account in addition to the private & shared filter settings. With larger companies, not everyone needs access to every filter, but sometimes an entire group of people needs a group filter.
Has anyone figured out the logic on contacts that come from web forms?
I need to find all of the contacts that downloaded a whitepaper from our site. We have a web form and PD creates a deal when an inquiry is submitted. Then for a bizarre reason, an activity is created called with a Note using Webform Submission. But when u try to create a filter on activities for webform submissions, a note…

Filters

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