Filters

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…
Custom filter based on "notes" not possible
It is not possible to filter contacts included a word in notes (but notes ). Anyway PD search can find such contacts, but it is not possible to export such contacts. Here is also a misunderstanding -> there are 2 fields "notes" (markup and notes). https://sharing.pipedrive.com/YKyLIP
Pipedrive Tips I have picked up
I am going to make an ass out of u and me with the statement "I assume". I assume that most pipedrive users do not have time to learn new hacks or "cool new features" that came from a software product manager meeting. The whole dragging and dropping from one stage in a pipeline gets really old if u have a lot of volume.…
Any suggestions for how to identify organisations inactive organisations?
Can anyone support with a good suggestion for how to identify organisations that haven't had any activity (deals added, e-mails sent, changes to the organisation data or other associated activities) after a specific date? The filter for last activity data is unfortunately not helpful here I am trying to identify all…
Pull in Notes into custom filters
We have lots of information in the Notes field that users would like to pull in as a column when creating filters. Any plans to add Notes in as a filter option? Curiously, I've seen it in some Pipedrive helpdesk engineers screenshots....so it seems possible for insiders. @Josh Monifi
How to remove filter that we created in PD , also we want to reuse those filters later?
HI All, I have created some filters in PD but want to get it disappeared from the list, not completely removed so is there any to do it?
파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
질문: 파이프라인 필터에서 '이번 분기', '지난 분기' 이외에 다른 분기를 보려면 어떻게 해야 하나요. 답변: 분기에 해당하는 날짜를 직접 입력하여 필터를 생성할 수 있습니다. 예를 들어, '2020년 1분기 생성하여 아직도 진행중인 거래'는 다음 세가지 조건을 모두 만족해야 합니다. * 현재 상태가 '진행중 open' * 생성일자가 2020년 1월 1일 이후 (2020년 1월 1일 포함) * 생성일자가 2020년 4월 1일 이전 위 세가지를 모두 AND 조건 연결하는 필터 만드는 방법은 첨부한 동영상 참고하세요. 마찬가지로 '2020년 2분기 생성하여 아직도 진행중인…
Using date field and activity type as filters
We use Pipedrive as a sales tool for an IT company. What is significant is that our customers have several different products we maintain and have implemented them at different paces and the products are handled by different experts. We want to discuss the product situation with the customer at least once a year with the…
Sharing filters to the team via a link
What would be great with filter is the ability to have link to a specific filter (in the likes of dashboards). Example : I'm the one in the team creating all sorts of filters (persons/company/deals) and reports . If I set-up a filter to create a specific list, I'd like to be able to share that filter, via a link, so any…
Filter by creator ( including disabled users )
You currently cannot select disabled users in filters .... Example I'd like to retrieve deals for which "deal creator" is "disableduser23" AND "disableduser52" AND "activeuser7" .....
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
Creating a marketing campaign with customers that have previously done business or shown interest (q
I'd like to be able to export a list of lapsed customers or contacts that have previously contacted our company. I have tried doing this with filters, but where there are multiple contacts for a company there may be some contacts that have requested a quotation a long time ago, and yet other contacts have regular contact.…
Question: How to track leads that are converted to deals
I have many deals that are converted from leads. Then how can I see only these deals in pipeline view? I'd like to measure the efficiency of leads, and I'd like to know the ratio of leads converted to deals.
List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
질문: 파이프라인에서 성사된 거래와 진행중 거래를 동시에 보려면 어떻게 해야 하나요. 답변: 필터 기능을 이용하여 원하는 조건을 조합할 수 있습니다. * 거래 상태가 '진행' * 거래 상태가 '성사' 성사된 거래와 진행중 거래를 동시에 보려면, 위 두가지 조건을 OR 로 연결하는 필터를 생성하세요. 자세한 내용은 첨부한 동영상 참고하세요. 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 고객 목록 필터링 * 파이프드라이브 가이드: '분기별 생성 진행중 거래 보기' 필터 설정
Is there a way to track "new contacts added" in the Insights section?
how to sort people by interests
파이프드라이브 가이드: 고객 목록 필터링
질문: 고객 목록에서 특정한 조건의 고객만 선별하려면 어떻게 하나요. 답변: 고객 목록에서 필터를 설정하세요. * 좌측 메뉴 '연락처' 클릭후 '고객' 선택 * 우측 상단 필터 선택하여 '새 필터 추가' * 원하는 조건 입력하여 필터 생성 필터 설정 관련하여 다음 링크의 동영상 참고하세요. * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기) 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
Filter task A is done, task B not done (ever)
Does anyone know how to exclude a particular task type from filter results? For example, how would I export all deals that have had a phone call, but not an email? The following seems logical to me, but fails to exclude deals that have had an email...
Several contact lists + more user friendly.
I would really need the possibility to create several contact-lists (for people) instead of just one big with different custom fields. We have a big amount of data and right now we find it easier to sort it in different spreadsheets/contactlists regarding the category of the customer. I'm also looking for an easier way to…
Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
How can I create a filter to show people who have completed a particular task previously?
How can I create a filter to show people who have completed a particular task previously?
New Organization Added on Insight
Is there/will there ever be the option on insight to create a chart of "New Organizations Added?"
Filter by all activities as done.
I'd like to be able to setup a filter that will show a deal once all activities have been marked as done. Right now it will show if any activity is marked as done.

Filters

Discussion List