The shortest distance between two points is a straight line, and the quickest way to find deals and contacts in Pipedrive is through the search bar.
For example, if you want to find...
- Person Contacts by their phone number
- Deals by their associated contact person
- Organizations by their street address
...then you can do so easily through the Pipedrive search bar!
To begin searching for an item in Pipedrive, click on the search bar — found in the top left in the Pipedrive app — and begin typing the name of the item you intend to find.
Once you begin typing, items will be suggested to you based on the information provided in the search bar.
Within those suggested items in the search dropdown, you can also choose to only view specific categories by clicking on the icons displaying in the dropdown.
In this way, you can save precious time by finding the most useful information quickly,
How to search by custom field