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Using date field and activity type as filters

We use Pipedrive as a sales tool for an IT company. What is significant is that our customers have several different products we maintain and have implemented them at different paces and the products are handled by different experts.

We want to discuss the product situation with the customer at least once a year with the administrators of each product. This is referred to in this context as “product discussion”. In addition, we want to discuss the customer situation with the management of the customer organization every year. This is referred to in this context as “customer conversation”.

Pipedrive has... (More)

Simon Schoop
Managing Director, enabling digital change and innovation

I have a feature request: Save filters in Prospector. I absolutely need this to be able to work with Prospector in a time efficient way. Who agrees?

I work with Prospector to identify potential customers. However we have a lot of different personas, that we use in order to identify matching potential customes. Therefore, I would urgently need the possibility to SAVE the filters I set along with a name that I can give that filter. Anyone else here with the same need? It´s a shame that I have to do screenshots for my filter settings in order to revert to that later when finetuning the filter - that´s a massive downside of the current prospector setup which I LOVE otherwise. 

Pull in Notes into custom filters

We have lots of information in the Notes field that users would like to pull in as a column when creating filters. Any plans to add Notes in as a filter option? Curiously, I've seen it in some Pipedrive helpdesk engineers it seems possible for insiders.

@Josh Monifi 

Filter nach Nachnamen


wir möchten gerne unter der Suchleiste "Kontakte" mit der Filteroption (alphabetisch von A bis Z) nach den Nachnamen sortieren können.

Aktuell ist es bei uns nur möglich sich angelegte Personen nach den Vornamen filtern zu lassen. 

Gibt es eine Einstellungsoption um dies umzuändern?

Wir bedanken uns im Voraus!