Knowledge Base

The list view is a core way to manage data in Pipedrive. It’s available for leads, deals, contacts, activities, projects, and products, and displays your items in a spreadsheet-style layout.

From here, you can filter, sort, and update multiple records at once.

Filter items

Before making changes, use filters to narrow down the items you want to work with.

To apply a filter, click the filter dropdown in the top right corner and select an existing filter or create a new one.

Available bulk actions and editable fields

Once you’ve filtered your data, you can edit multiple items at once.

The available bulk actions and editable fields depend on the item type in list view.

Edit multiple items

After selecting one or more items in any list view, the bulk edit panel opens.

Choose a field from the panel and click “Edit current value”.

Then select a new value and click “Edit” to confirm the changes.

Review automation warnings

When editing items in list views, your changes may trigger automations.

To prevent unexpected changes, you can choose to run or skip automations before confirming.

If your edit triggers a large number of automations, an additional warning appears to highlight the performance impact.

The “Run automations” option is selected by default, changes can’t be undone after confirmation.

Use bulk actions

In addition to editing fields, you can perform actions on multiple items at once. The available actions depend on the list view and require selecting one or more items first.

Send group emails

You can send group emails from the lead, deal, contact or activity list views.

Emails are sent to the email address of the linked contact person. If no contact or email is linked, the email won’t be sent.

Schedule activities

You can schedule activities from the Leads Inbox, deal and contact list views.

To schedule activities, select one or more items and click “Schedule activities”.

Set the activity details in the activity view, adjusting their time and duration.

To spread activities across multiple days, click “All activities in one day” and choose the number of activities per day.

Add items to sequences

You can add leads from the Leads Inbox and deals from the deal list view to sequences.

Select the items and click “Add to sequence”.

Select the desired sequence from the dropdown and confirm.

Convert items

Convert leads to deals from the Leads Inbox or convert deals to leads from the deal list view.

Archive items

You can archive items in bulk from the Leads Inbox, deal list view or project list view.

Enrich contacts

You can enrich contacts in the people and organizations list views.

Select the items you want to update, then click “Enrich items”.

Pipedrive will attempt to add publicly available information, such as company details, to complete your records.

Add products to deals

In the products list view, select multiple products and click “Add to deal” to link them.

You can add multiple products at once, but only to one deal at a time.