I had a few questions come up this month with respect to field mapping. Field mapping issues during imports can cause duplicate records being created across multiple record types, so if this has happened to you, check out this tip from earlier this year. Pay close attention to the icons in the mapping section of the import wizard! Check out the screenshots in the tip for more information. Cheers!
If your organization does not use Products in Pipedrive, you can remove it from the menu to keep your UI as streamlined as possible. Read More
If you use Smart Docs in Pipedrive, one of the features available is to remove Pipedrive branding when you share a document or request signatures for a cleaner look. See below for instructions and what this looks like in practice! Read More
I recently had an Office document shared with me and accessed it via the link in the email notification, which opened the file in the online version of Excel. I prefer to work in the desktop app, but even I had a heck of a time figuring out how to open the file there rather than the browser! Keep reading to learn how to open an Excel/PowerPoint/Word Online document in the desktop app. Read More
For those of you with Dynamics 365 PSA/Project Operations or Field Service — did you know that there is a wizard to check the health of your schedule board? This can be helpful if your schedule board stops working as expected, or if you’re just doing some spring cleaning/overall maintenance. Keep reading to learn where to find it!
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This week, Microsoft made an update very recently that removed the jump bar from views (the navigational letters at the bottom of the window). Luckily, we can add it back! Please note that you’ll need admin privileges to follow these instructions.
Zoho CRM tooltips all you to give your users helpful hints when filling in a field. They can help ensure better quality data and avoid too many questions.
Many companies have different divisions or lines of business that follow different sales processes. By using the Salesforce sales processes functionality, you will be able to set this up. Read on for how you can do this. Read More
Report Folders are a great way to organize your reports. Zoho provides a set of standard report folders, organized by module, as well as report activity (recently viewed, created by me, etc…). In addition, you can create your who folders and control how others can access them. Read More
Features like forecasting are often a key reason for implementing a CRM like Salesforce. Here we will dive in to what forecasting is in Salesforce is and why it is important. In addition, we will highlight a recent updates Salesforce has made to make forecasting even more valuable. Read More
