Filtering
In Pipedrive, you can use filters to see specific data in your account. You can even mix different item fields within a filter to make full use of the connections and custom fields you’ve created in Pipedrive.
Creating a filter
You can find the “+ Add new filter” button by clicking the filter drop-down in the top right corner of your:
- Leads list view
- Deals list view
- Contacts (person or organization) list view
- Activities list view
- Projects list view
- Products list view
Filter conditions
There are two types of filter conditions you can add: ALL and ANY
- Every ALL condition must be met, or an item won’t be displayed in your filter results
- At least one ANY condition must be met, along with any ALL conditions
For example, in this first filter, there are two competing conditions in the ALL section:
Since a person can’t have two owners, this will yield no filter results.
But if you move those same conditions into the ANY section:
Your results will consist of people owned by either of those users.
Clearing and deleting filters
To clear out any existing filters, click on the filters drop-down and switch to Owners > Everyone:
To delete a filter, click the pencil icon when hovering over a filter, then select the “Delete” option:
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