Learn how to leverage filters and segmentation in Pipedrive to target leads, streamline communication, and boost your sales effectiveness.
Accessing the List View
Begin by navigating to the List View feature in Pipedrive. You can access it by clicking on the "Deals" tab.
Familiar Spreadsheet-Like Interface
The List View resembles a spreadsheet columns displaying various deal statistics, making it comfortable for spreadsheet.
Broad Data Visibility
Unlike the Pipeline View, the List View shows all deals, whether they are open or closed, across multiple pipelines.
Apply filters to narrow down your data
Filters for open, won, lost, or deleted deals are available by default
Create custom filters to target specific segments of data
Add conditions like "Open Deals" and "Owner is Current User" to the filter
Filters can be saved for future use
Name the filter and set its visibility to other Pipedrive users
Sort deals based on various criteria, e.g., deal value
Sorting helps in focusing on high-value deals
Customize columns to display specific details
Add or remove fields for deals, people, and organizations
Saving Custom Column Settings
Save customized column settings with the filter
This eliminates the need to configure columns each time you use the filter
Export filtered data to a spreadsheet for further analysis.
Mastering filters and segmentation in Pipedrive is your ticket to precision in sales. Elevate your strategy and close deals efficiently.