Knowledge Base

Searching directly by item
Searching by linked items
Searching by custom fields
Searching by notes
Finding more information

Search: finding what you need

Jenny Takahara, November 2, 2023

The search bar in Pipedrive allows you to quickly find and access any deals, leads, contacts, activities, projects, products and attachments in your Pipedrive account.

Searching directly by item

Type an entry into the search bar to see a dropdown of all items relevant to your search entry. You can filter by item type to narrow your search results.

You can search for your Pipedrive data by the following data fields:

  • Deals
    Titles, notes, custom fields
  • Leads
    Title, email address, phone number, person name, organization name
  • Projects
    Title, linked items (org, deal, person title,) notes, custom fields, description (limit 2k characters)
  • People
    Name, phone number, email address, notes and custom fields
  • Organizations
    Name, address, notes and custom fields
  • Activities
    Name, notes, description
  • Products
    Name, code and custom fields
  • Files and attachments
Note: Regular users can only search for their own activities, while admin users can search for all users’ activities.

Searching by linked items

The search will also bring up any items linked to what you searched for.

For example, if your search matches a deal, you'll also see any people and organizations linked to it.

If your search matches a person, you’ll see any deals linked to that item.

Note: Users without a projects seat enabled can't search by projects or see the Projects category in the search options.

Searching by custom fields

You can search by values under text, large text, numerical, monetary, autocomplete, phone and address type custom fields.

When searching for the custom field value, the relevant item will appear in the search results.

Searching by notes

Keywords from your notes can be searched for if you've written them under deals, contacts, leads or activities.

When searching for notes, the relevant item will appear in the search results.

Finding more information

Most search results have secondary links under them.

Hovering your mouse over a result shows another window with more information. Clicking an item (deal, person, or organization) takes you to the detail view of that specific item.

For example: If there is a deal that is connected to a person and organization, you can see more information about the linked contacts by hovering your mouse over them.

Recent items in search

Before you type in the search box, you can see your recently searched keywords and viewed items.

  • Recent keywords are the keywords that you typed in the search bar.
  • Recently viewed items are items that you’ve just created, viewed or edited.
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