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Join our research: how information is organised in Pipedrive [CONCLUDED]

EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) 

 

Hi everyone 👋

I am looking to talk to users of Pipedrive about how information is organised in Pipedrive.

The topics we will touch in this research are:

  • How do you find different types of information?
  • How do you categorise and sort information?
  • Is your experience consistent trough Pipedrive?

 

We will look into features like search, filters and labels

➡️If you have insights on these topics you would like to share please schedule a time here.

  • Deadline: Jan 28th, 2022.
  • Limited slots available.
  • The interview will not last more than 30 minutes.

Thank you!

Searching for activities [BETA closed]

Hey Community 👋

We're excited to let you know that we are soon starting the beta-rollout of having activities searchable. It's been one of the most highly requested updates we've been hearing about search. 

UPDATE (3rd January 2022): BETA closed. 

Thank you, everyone, for your interest in the BETA  phase! We have closed BETA invites at this time. Looking forward to your feedback! 

How to be part of the BETA? 

  1. Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your comment when it's enabled.
  2. Once enabled, you can go ahead and start finding your activities by searching for their note, title, or description.
  3. Please note that at the moment, only the user's own activities are searchable.
  4. Leave feedback below to help us improve :)

How does searching for activities work? 

  1. You can use the global search to find your own activities based on their title, note, and description.
  2. You can mark activities as done or undone straight in the search box.
  3. Hover over the secondary links (deal, organization, person) on the Activity card in search, to see more information about them.
You can now find your activities in the search box
You can now find your activities in the search box
You can mark activities as done or undone straight in the search box
You can mark activities as done or undone straight in the search box
Move your mouse to the secondary links under the activity, to see more info about the linked deal, lead, person, or organization.
Move your mouse to the secondary links under the activity, to see more info about the linked deal, lead, person, or organization.