List View

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
Leads inbox needs "Choose columns"
The Leads inbox is missing the gear that appears in most of the other lists that allows you to choose columns to personalize your view. It's a problem that I can't see the organization, phone number, or job title, etc.
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…
Suggestion: Abilitly to freeze columns in List View of deals / contacts / organizations so they stay
Suggestion: Abilitly to freeze columns in List View of deals / contacts / organizations so they stay on the screen when scrolling to the right
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…
Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
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?
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…
Email - label customisation & deleted email history
Scenario: Some of our contacts have more than one email address but have only subscribed with one of them to our marketing emails - and unsubscribed with the other. Or - one of the emails is outdated and not to be used anymore but cannot be deleted as this would mean we are losing visibility of relevant email history.…
Basic feature request >> Showing attached products in deal filters (list view)
Hi, We are fanatic about attaching products to deals and working with the products module. We also teach our clients to always attach products to their deals and build all our automation around products. However, the deal filters do not display the products attached to the deals. So if a client wants to sort all open deals…
(Closed) Looking for Beta Testers for the new Automation List View
EDIT: This research has ended, thank you for your participation! Hey Everyone! 👋 My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature. Today I'm looking for volunteers to test our new and improved list view. What has changed? The “created by other” tab no longer exists for admin users All…
Editing Probability in List View
All of our Pipelines/Deals have deal-specific probabilities enabled, but unfortunately they can't be edited in the list view - you have to open each deal individually to make updates. This is incredibly time-consuming as we try to adjust probabilities over time. Can this feature be added? Is anyone aware of a workaround…
How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
Bulk-edit fields in list view
At the moment, not all fields can be bulk-edited from the list view of deals. For example, I could not bulk edit probability for deals in my list view however I could bulk-edit amount. I would think that ALL fields should be able to be bulk edited?
Enable Shift key for Multiple Selection of deals/orgs in List View
Currently to do any bulk actions we need to click 1 by 1 on each item in a list. This is painful. Please enable the standard use of Shift key to easily select a group of items. It should work similar to Excel or google sheets.
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…
Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
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…
Sort Leads Table
We want to be able to have change how the Leads table is sorted, so that we can resort the Leads based on the column we've selected. i.e. * When you click on the Title heading, the table is sorted alphanumerically ascending, then when you click the Title heading a second time, the table is sorted alphanumerically…
Activities View
For an even better overview on activities, it would be nice to have both calendar and list view in one.
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…
Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
Possibility to order deals in your own way?
Hi does anyone know how to order deals so your most interesting ones are at the top of each "deal stage column" so I have a better overiew of them? Atm i have a bunch of deals at the top that are not really super interesting and that are just taking up that space. BR, Jakob
Gibt es die Möglichkeit eine Massenbearbeitung rückgängig zu machen?
Nordic alpabets does not sort correctly.
When using the letter Ä, it will be sorted as A (in the alphabetical order) while it should be at the end, same goes with O and Ö, also the upper and lower cases affect the sorting also.
Deal List View Needs Default Filters by Pipeline
List view in Deals needs functionality that allows users to easily pull up a list of all Deals in a Pipeline. Similar to how you can pull up Deals owned by a person, you should be able to easily pull up a List view for all Deals in a Pipeline. The reason being that when a Deal is marked Won or Lost, it drops off Pipeline…
Calling Insights - make the call outcome visible on the activity
Understand that Calling is still a Beta feature, but the inability to see which call outcome was selected on a call by call basis is a huge barrier for us adopting this part of the product. It would be great if the call outcome selected appears as a seperate field against the activity, so that this data can be viewed in…
Labels are missing in list view
Each deal has a label, but when I change to list view, the labels column is empty. How can I troubleshoot this?
Need a solution for selecting and filtering contacts/organizations within a certain distance of a lo
there's no way to see contacts or org's within a specified distance of a location. When on a Contact/Organisation you can open the map, by pressing over the address, and check nearby hits Iwithin a specified distance. But it's not possible to do this with a filter let me try this the only thing is how can i see a list of…

List View

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