How To Change Filters In Pipedrive
- George Apostolov
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How To Change Filters In Pipedrive: step-by-step guide
Navigate to the type of item you wish to apply a filter on. This includes deals, leads, contacts, etc.
On the top right, click on the button with a small filter icon or your username.
Go to the Filters tab.
You will find a few premade filters to use, or you can choose to create a new filter by clicking on + Add new filter.
A new window will open allowing you to configure your filter with conditions.
There are two main types of conditions to apply in filters. The first is ALL, where all conditions must be present in the items.
The second type is ANY, where at least one condition must match.
Configure your filter and click on Save.
Your new filter will be applied and saved for future use.
Quick answer: To change filters in Pipedrive, navigate to your desired item type, open the filters tab from the top right, and either select a premade filter or click to add a new one. Configure your ALL or ANY conditions in the new window, save the filter, and it will be immediately applied for future use.
About this Pipedrive tutorial
Create and apply custom item filters in Pipedrive by configuring condition types to easily manage your deals, leads, and contacts. This guide shows how to change Filters In Pipedrive in 9 steps, starting with "Navigate to the type of item you wish to apply a filter on. This includes deals, leads,..." and finishing with "Your new filter will be applied and saved for future use". The interactive demo above is a click-through copy of the real Pipedrive interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to change Filters In Pipedrive?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Pipedrive data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Pipedrive. Related guides: How To Change Stages In Pipedrive, How To Change The Value Of A Deal In Pipedrive and How to Connect Pipedrive Deals to Slack for Sales Updates Using Zapier. Last reviewed 05 Oct 2026.
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