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Discuss the Filtering feature

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Pipedrive CanadaContacts timelineContactsFiltersList View
Balbir Singh Saini
Posted 16 hours ago

Is there a way to see Recent Contacts?

It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc. 

2 Replies
Boris TsibelmanMike van der Valk
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Post
NotesFiltersFeedback & feature suggestions
Nick Cornford
Head of Account Management
Posted yesterday

Include call notes in activity filter

Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities?

We use Aircall as a phone provider and they create a completed task for each call we make to or receive from... (More)

1 Reply
Boris Tsibelman

Liked by Boris Tsibelman

Mike van der Valk
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Answer
Important fieldsWorkflow automationFilters
The important fields function in Pipedrive is really nice. Has anyone found a way to create an automation to send e-mail ... required. Thanks for any ideas/support.
Filipe PortelaPipedrive employee
Support Management team
Answered 6 days ago

Hi Paddy! Hope you're well and safe :)

I have made an automation some time ago that makes fields be mandatory under certain conditions (e.g - users not being able to win deals or move them in stages until the... (More)

7 Comments
Mike van der ValkPaddy OrrellRobert Luna

Liked by Mike van der Valk and 2 others