List View

Contacts sorted by first letter of their Name instead of First Name
Contacts are currently sorted by the first letter of their first names if we use the list of letters on top of the list of contacts. It seems to me that it would be a good option to be able to sort our contacts by the first letter of their family names instead of the first letter of their first names. This way, every…
How to export lost deals
Dear all, I have the following view that shows a list of my leads. I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this? kr, Marc
Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Can't Add Product Code As a Column In Deals List View???????
This has surely just gotta be an oversight. It's not available as a column to add! And I sure don't want to create a custom field for it. Absolutely critical that we see product codes in list view.
Deals that got converted from Leads need a filterable designation
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in list view? What's a good workaround?
Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
Tagging leads
We want to create a list of leads from a subset group in our current leads. Then we want to create a sequence to message them. So we will need to tag or label those leads. It will be more than 100 leads so it is not really possible to do this manually. Can anyone think of a way I can do this effectively?
Admins Should be able to make Filters Shared
We are at a standstill on an important email campaign because a highly-curated filtered list of People was marked as private by a user, and now this user is on leave and we are unable to access their filtered list! Admins should be able to see (and edit) all filters! And in Campaigns, the name of that filter is not visible…
Project Task List View Columns
It would be great if, within Project Task List View, resizing the columns would stay the size that you set so you could read the whole task without having to expand.
exporting detailed lists
to get a list of any one who works at a university that has either bought from us before or sent in an inquiry. I’m trying to include their title, email, university name and phone number, how do i do this
Notifications and list view for Tasks
We want to be using the Task feature for assigning tasks to our dev and design team, but being as there is no place (that we have been able to find) where you can see a list of all of your tasks (similar to how you have the "Activities" list) this makes that feature unusable for us and we are having to assign EVERYTHING as…
Lead List Links
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
Add a contact to a filtered list manually
Is it possible to select a series of contacts manually and add them into a filtered list?
enable instant editing w/ blinking cursor - after click on EDIT button in inline editing
Hi, I am often using inline editing of all deals in an organisation. When clicking on [see all deals] popup menu, I can edit various entries. That's nice. But after clicking on the edit button right hand side in the line item, I have to klick one more time into this field I want to edit. Until then the keyboard…
List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Tasks & Activities lists - separate from the deal cycle
I believe that have option to add lists for 'general' tasks that are not related to a deal or contact, etc would be a great thing to have. Currently, there is an option to create an activity that isn't 'tied' to anything but it's hard to keep track of these once you have several of those. Have the possibility to add those…
Bulk delete organizations
How can I bulk delete selected organizations?
Edit data fields in leads table views (like you can for deals/contacts/orgs)
Currently, when you want to edit data fields for leads you have to click into the lead before you can edit the field. In the deals view (and also contacts and orgs views) you can edit the deal data fields from the table, not having to click into each deal. This is much faster and more efficient for editing deals quickly.…
Activity tab: Please add Lead's fields to customize columns in a list.
At least I need to see Lead's labels when open an Activity tab. For now there's no options to add any Lead field in a settings
Filters & Data Columns
Please can we add "Tick all" and "Untick all" when you are selecting which data fields you want to appear as columns when on list view or Contacts
Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
Freeze Rows & Columns
It would be very useful to have the ability to freeze rows and columns in the Pipedrive contact list just like in your average spreadsheet software like, Google Sheets or Excel. It would make it way easier to navigate the contact list when much data is visible.
Outfunnel - Lead Scoring Suggestion (game changer)
We use Outfunnel and it's fantastic. Our sales team can sort deals by lead score (how much people within each prospect company are interacting with our marketing). It's a game changer. However, it only knows who is interacting with the marketing if the email address of the person is dynamically inserted into the link that…
Deals - Ability to see next activity subject
It would be really helpful to be able to add next activity subject as our sales team need to click into each one from this view to see it which wastes time. Could this be added to the roadmap please?
Be able to create static list
It would be great to be able to create static lists (aka static filters) like it's possible with HubSpot. Use cases: Create cold call lists for SDRs Create tasks for all contacts into a list Add contacts to lists in order to address them in an outreach tool like lemlist and also reactive them months later more easily. I…
Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
Project Map functions
Hi I woudlike to suggest the "Show on Map" function that is available in the deal list view is reflected to the projects list view. It would also be useful to have the instant map view option in the Project Details too.
Shortcut to list view your pipestage
To quickly view deals at a particular stage of my pipeline in list view, instead of manually going to list view, applying my 'pipeview' filter and adjusting to say 'And stage is X' - allow user to jump straight to list view by clicking in the pipe stage title
Projects List View editing options
Hi there, I wonder why we can't update fields in list view in Projects in the same way we can update in People or Company or Deals list views? I would expect any list view function in the same way across the whole platform. It would be really helpful if this would be enabled. Otherwise it's not really worth to spend…
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…

List View

Discussion List