Pipedrive CRM

Pipedrive: Mark Certain Owners and Filters as Favorites

By June 29, 2021No Comments

Did you know that you can mark filters and owners as “favorites” to navigate filters easier?  It’s an easy but powerful tip–especially if your organization has a lot of filters to choose from.

Click the drop-down arrow next to your name in the upper right area of Pipedrive.  Under “Filters” or “Owners”, hover over a selection, and click the star button to mark it as a favorite:

When you go under the “favorites” section, you’ll see your favorited filters and owners separated into two groups. To “unfavorite” an item, simply select the star again.

Megan Hagedorn

Author Megan Hagedorn

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