Show deal pipeline in search results
We work with festivals around the world and sometimes there will be multiple with the same name - in different countries, run by different organisations. It can be confusing with the current search bar to quickly know which deal we are looking at, as it does not show which pipeline the deal is in. See example of elements…
Recent Searches and/or Records
Often I find that I need to re-access Contacts, Deals, and Leads that I previously accessed. To do this you can either search for the record or go to that section of Pipedrive and cherry-pick the record from a list. Seems to me that if you place your cursor in the Search form it would be handy if the system displayed a…
Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to the exact deal with wish to update. We have made a full extract of all company deals so that we can clean up old deals left by past employees or that are no longer in line with company sales strategy. Today we can search by…
Help us make Pipedrive search better.
Hi, I am Ambar, Product Manager at Pipedrive. We are currently working on revamping search in Pipedrive and would like to know how you use PD search in your daily work . Any feedback, ideas and suggestions are welcome. Our aim is to make more items in Pipedrive searchable, improve User Interface, potentially add some…
Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
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.
Searching for deals in bulk without a filter?
Hi there. Looking for advice on how to search for all deals matching a certain critera (keyword, etc) without having to make a filter for it? I often need to find a lot of deals and move them to a certain stage at once. I just want to search from the search bar in the "list view" of the deal page and see all the deals, if…
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
Last name as alphabetized search
It seems that it is standard to search by last name as it tends to be more unique and often (as in dealing with Dr's) you don't know the first name and again it is standard search practice.