PipelineDeals Help Center
How do I get my columns to stay?
We support saving filters, which will also hold your column selections. You can even save a default filter to load when you first visit a list view. Learn more about setting up your filters here.
Can you search in custom fields?
Yes! You can search on any field in your data set by clicking on the column header. Our Custom List Views article will provide all the details needed.
How do I do a wild card search in PipelineDeals?
Start your query with the % sign to do a wild card search in PipelineDeals. This also works when searching and filtering on fields in list views.
What do the 'Sales Pipeline' and 'Filtered Total' mean?
The 'Sales Pipeline' reflects the total value amount for all deals in an active stage (an active stage is any stage that has a probability % that is not either 0% or 100%). The 'Filtered Pipeline' reflects the value for all deals that fit with the filter you've applied.
How can I apply an attribute to all companies, deals, or people?
There are a limited number of bulk actions that you can perform from the list view pages, depending on which you're looking at:
People: Add task, reassign ownership, set status, add or remove tags, delete, or create a deal. If you have the MailChimp integration, you can export to MailChimp, and if you are on our Accelerator platform, you can email or a campaign.
Companies: Add task, reassign ownership (if Executive), delete.
I cannot get PipelineDeals to load on my screen. What is going on?
If PipelineDeals does not load or display correctly, it is normally easily resolved by clearing your browser's cache.
How can I get exports to include the data I want?
Exports respect the data selected on the screen. Simply add and remove your desired columns using the 'Add/Remove Columns' feature and then perform the export.
How do I add custom fields?
You must be an Account Administrator to add Custom Fields. You can add custom fields by selecting the Gear Icon > Account Settings > Custom Fields. Learn more about adding custom fields here.
Can I filter my deals by age?
Yes! Within the deals tab, you can select 'Add/Remove Columns' on the upper right portion of the screen. You can then use the search bar or scroll down until you see 'Age.'
Can I filter my deals to show just one stage?
Yes! You can either use the simple sentence to filter by deal stage or use our advanced filtering and filter under the stage column. We have a great article on Simple and Advanced Filtering.
How do I sort my contacts by first name?
In the People tab, click on the “Columns” box and check the boxes for the First Name and Last Name columns. You can uncheck the Full Name column, if you wish. Then click on the First Name column header and choose “Sort A→Z” to sort alphabetically. You can sort in reverse alphabetical order by choosing “Sort Z→A” or search for a specific name using this menu as well.
Can I adjust the column widths in a list view?
At this time, there is not a way to adjust the column width.
How do I list deals by most recent activity?
In the Deals list view, click on the "Columns" button and check the box under "Latest Activity Fields" for "Latest Activity Updated." Once the column appears, click the column header to sort it by date.
How can I generate a report with all contacts and their email addresses?
You can export all of your contacts with their email addresses from the People tab. To choose the columns you wish to include in your report, click 'Add/Remove Columns', then check the box next to each of the columns you wish to include in your report. If you want to export this report, select 'Export' and then either 'Export CSV' or 'Print or PDF'.
How do I change and/or modify the source information?
If you are an Administrator in your account, you can modify the source information in the Account Settings, by selecting Sources.