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Search: Finding what you need

The search bar in Pipedrive will allow you to quickly find and access any deals, leads, contacts, 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. 

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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 
  • 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. 

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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. 

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