Search: finding what you need
The search bar in Pipedrive will allow you to quickly find and access any deals, leads, contacts, activities, products and attachments in your Pipedrive account.
Searching directly by item
Begin typing in the search bar to see a dropdown of all of the 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 - 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
Name -
Leads
Title, email address, phone number, person name, organization name
Searching by linked items
The search will also bring up any items linked to the items you search for. For example, if your search matches an organization, we will also show you any deals and persons linked to that organization. If your search matches a person, we will also show you any deals linked to that item.
Searching by custom fields
You can also 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
You can also search keywords from your notes that you have written under deals, contacts, leads and 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. If you hover your mouse over the result, you will see another window displayed with more information. By clicking on an item (deal, person, or organization) you will go to the detail view of that specific item.
For example: If there is an activity that is connected to a deal, person, and organization, you can see more information about the linked deal by hovering your mouse over the item. By clicking on the deal, you can go directly to the deal detail view.
Recent items in search
Before you type in the search box, you can see your recently searched keywords and your recently 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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