When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
Can I request a new feild type? Ie feild / entitie look up with a level of filtering. We also use a Saas Application called Flow production tracking (see below) and it has lots of very powerful field types that let users customise th eapplication to their needs… please some of this :)
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
hi there, we have found that a filtered views by sales person in the list view of the deal pipeline is a really great way for us to review both individually and with a larger group how people are doing. Our issue is that there doesn’t seem to be a way to copy what columns appear and the order and the width from one filter…
When we win a deal and press won, it disappears from open deals and into won deals. Is it possible to keep the won deals in open deals even after pressing won?
Within Organisations, we have 2500 entries, and I am trying to set up a filter using the Last Activity Date. It doesnt work however… so when i try entering Organisation > Last Activity date > is earlier than > 12 months ago, it brings up nothing. I have played around and tried different lengths of time but still no…
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
Ajouter la condition "contient" pour le filtre des champs dates
I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.
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