Create a List in Pipedrive: Customers with Active Deals and Recent Activities

This guide shows how to create an organization list in Pipedrive that filters all organizations that:

• Are already customers
• Have an active deal
• Have had activities in the last 3 months

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1. Go to Organizations

1. Log in to Pipedrive.
2. In the main menu, select Organizations.
3. Click Filters → Add new filter.

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2. Filter: Organization is Already a Customer

This is typically based on a field marking, e.g. "Status", "Customer type" or a custom field.

Option A: Standard Field (e.g. Label or Status)

1. Select the field that indicates customer status Example: Label, Status, Customer type
2. Set filter: is → Customer

Option B: Custom Field

1. Select your own customer status field.
2. Set filter: equals → Customer

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3. Filter: Organization Has an Active Deal

This is done via the relationship between organization and deals.

1. Click + Add condition.
2. Select: Deals → Deal status
3. Select: is → Open

If you use specific deal stages, you can filter on:

• Deal stage → is any of → [your active stages]

Avoid stages like:

• Won
• Lost
• Deleted

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4. Filter: Organization Has Had Activity in the Last 90 Days

Activities in Pipedrive are recorded under "Last activity date".

1. Click + Add condition
2. Select: Last activity date
3. Set filter: is after → 90 days ago

This captures activities such as:

• Emails (synced)
• Meetings
• Calls
• Notes/logged activities

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5. Save the Filter

1. Give the filter a name, e.g.: "Customers with open deals & activities last 90 days"
2. Click Save filter

The list will now automatically update as organizations, deals, and activities change.

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