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New: Searching for activities 🔎

What? 

Activities are now searchable from the global search bar:
 

  • Activities are searchable by their title, note, and description. 
  • Permissions: Admins can search for all activities (all users'), regular users can only search for their own activities. 
  • Filtering: Users can click on 'Activities' category in search to see only activities in the search results. 

 

For whom? 

All users and plans.

 

When?
Rolling out this week for all companies.

Join our research: how information is organised in Pipedrive [deadline: Jan 28, 2022]

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!

Is there any way I can use the "search" function in mobile app to see clients per city?

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Search via tags or telephone numbers

I am not sure if I have missed how to do this, but it would be great to be able to search PD by tags and/or telephone numbers. Is this possible now?