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Tudásbázis/Szervezze meg az adatait/Szűrés/Filtering

Témák
Creating a filter
Filter conditions
Clearing and deleting filters

Filtering

BF
Breandan Flood, November 13, 2024

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
When you add a new filter, you’ll see a window where you can click “Add condition” to select your filter criteria:
You can also add a filter name or define the visibility for the filter set, then click “Save” when you’re done to display the filter results.

Filter conditions

Note: For more examples of how you can use the filter tool, check out this article.

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.

Note: While the maximum number of filter conditions is 16, we recommend using up to nine conditions to maintain optimal loading speed.

Clearing and deleting filters

Note: “Everyone” refers to ownership, meaning items owned by every user will be visible.

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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