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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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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…
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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…
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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…
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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…
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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?
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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…
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Pipeline/Stage bulk update in list view
I would suggest to restore a simple but useful feature: in list view bulk updating the pipeline/stage box always start with the first database row of available pipeline, instead it would be nice to show directly the pipeline where most deals are already. It's simply a feature in micro-operations, but if list views are used…
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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…
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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…
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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.…
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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…
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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…
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How can I archive a lost deal ?
Hi, I wonder how I can archive the lost deals. I don't want to delete them, as they have info that can be useful in the future. But I dont want to have my list of deals, with some "red" lost deals (which are sorted at the top of my list, based on expected close date, as past deals). So, the ideal would be to be able to…
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🗣️ 💬 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…