Geteilte Anleitung

How to use contact filters and search

In this video guide, you'll learn how to effectively use contact filters and search features in Pipedrive to streamline your sales process.

victoriaworkflowsvictoriaworkflows
·7 Schritte·74 Aufrufe·Veröffentlicht

In this video guide, you'll learn how to effectively use contact filters and search features in Pipedrive to streamline your sales process. Follow the step-by-step instructions to filter your pipeline for contacts with open deals and quickly locate specific deals by searching for keywords.

Step-by-step Guide7 Schritte

  1. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  2. Click Filter

    Click Filter
    Loading screenshot…
    100%

  3. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  4. Click People with open deals in the pipeline

    Click People with open deals in the pipeline
    Loading screenshot…
    100%

  5. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  6. Type "citek" in Search Pipedrive

  7. Click Citek deal

    Click Citek deal
    Loading screenshot…
    100%