Filters

Insights Dashboard: quick filters now available for all users 📊
You can now filter your entire dashboard by different time periods and/or users (including teams). Changes will be applied across all reports in a chosen dashboard. How does it work? * Live for everyone, in all plans * Applied changes are saved to the dashboard * User can remove the quick filter and then reports get to its…
Search for "Blank"
I need to search for contacts that are missing an email but I do not see a condition to search for blank. I have tried entering blank in quotes and have also tried leaving the cell open but that also does not work.
Are you able to archive won or lost deals so that they no longer appear on your deals list?
Is there a way to see Recent Contacts?
It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc.
Organisation Filter Query
Hi, I need to create a filter to identify all organisations which have not created a deal since a certain date. Once the filter works I will need to bulk edit these items. It seems that there isn't a field available for the "last deal created date" and I can't filter through the deals for this since the action I need to…
Suggestions for how to identify dormant/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…
Pipedrive Filters are not working properly
I recorded a video to show you that fitlers are not working properly. At least in my account. If I want to display all the activities that I did today I can not see it. https://www.screencast.com/t/BJzeJFkIqLK
Hey, We have some questions of how to tag existing customers in Pipdrive. How to build this segmenta
my filters WONT save?
making a filter is easy.... or should be. I follow ALL the steps but it wont allow me to press save, or i do and nothing happens and not error message.... anybody else had that?
Create a filter with duplicate offers and / or contacts
It would let me create automatically merge double offers (like when someone leaves his contact on our webiste but already figures in our database, for example)
setting up a filyer
hi the community, I have been trying filter all the person with which I had a meeting book last month (july). I tried many filters but I am stuck; Did you ever succeed to do that ?
Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked
Exporting/cleaning all prospects that are not active
Leads Inbox Improvements: Filters live for all users!
We have released basic filters support to all customers using Leads Inbox. You can now: * use 5 pre-defined filters (Leads added more than 3 months ago, Lead with a linked contact, Leads with email, Lead with phone number, Leads with value) * add filters as favorites * filter by users and teams in "owners" More to come,…
I think we need the option to be able to track emails on the filters. A way to filter contacts that
Exporting Organizations or People based on last Update to the record
Is there a way to filter on organizations or people that were edited the prior month? We tried using the "update date" field but it includes updates to deals as well versus updates just to the organization or people record?
How do I mark a contact "do not email"?
I have some legacy contacts in my system that are no longer with the current organization. I want to do an email to my contact list without having to manually select all of the contacts. Is there a way to mark a contact as "do not email"?
Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
Team Visibility of lists
I would like my whole team to have the same view as the one i created for Contacts, organisations and deals. Meaning all the fields and columns to be the format view for my company. Filtering is not the option but rather the general view of the lists. any ideas?
Organization Custom Filter: Organizations with (0) deals in X Pipeline
The current custom filter system in PipeDrive does not enable you to find organizations that do not currently have deals within a certain Pipeline. For example, If I want to see a list of all organizations with no deals in "Pipeline A", I'd create a filter such as this: The issue is this filter will only filter an…
All deals with recurring revenue?
How can I see all deals with recurring revenue?
Bulk editing fields from other views
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
How can I filter for completed Activities where the Contact no longer exists?
I have quite a few old activities that don't show up anymore because the contact that was in the Person field may have been deleted. Is there a filter search on Activities or People that would allow me to identify Activities that have "inactive/deleted" values in the People or Organization field?
Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
Add a way to track emails on the filters. To be able to filter contacts that have opened an email.
Filter by org/person creator
For statistical purposes we would like to know how many records are created by individual users. For example, we would like to know how many records a Pipedrive administrator created in 2020.
Is there a way to filter the contacts by recent contacts.
Is there a way to filter the contacts by recent contacts.

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