Showing articles from Megan Hagedorn

Pipedrive: Schedule an Email to be Sent Later

September 28th, 2021

One very cool new feature that the Pipedrive team has added recently is the ability to schedule emails to be sent at a specific date & time. Keep reading to…


Pipedrive: The Leads Inbox Just Got More Customizable

September 28th, 2021

You’ve got to give it to the Pipedrive development team–there have been pretty significant improvements that roll out every single month! They recently rolled out the ability to add custom…


Pipedrive: Convert a Deal back to a Lead

September 28th, 2021

Every now and then, a deal may need to be removed from the Pipeline without being deleted entirely.  Pipedrive makes it easy to convert these deals back to leads, so…


Microsoft 365: Add Tasks to “My Day” in To Do

September 28th, 2021

Microsoft To Do doesn’t get the attention it deserves. Microsoft has eggs in many different productivity baskets (Project, Planner, To Do, Outlook Tasks, OneNote To-Do Tags, maybe more?). To Do…


Dynamics 365: Three Default Themes

September 28th, 2021

In the past, Dynamics came with one default theme, and creating a new theme was a bit of a pain–especially if you were trying to just differentiate between a sandbox…


Dynamics 365: Mapping Fields

September 28th, 2021

Mapping Fields can be a significant time saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it…


Pipedrive: Add Image to Note

August 30th, 2021

Did you know that you can add images to notes in Pipedrive?  This can be particularly useful if you have sketches or loose drawings you want to include on the…


Pipedrive: Security Alert Options

August 30th, 2021

Pipedrive has a plethora of alerts that you can receive to stay on top of your organization’s access and data security.  Below, I’ll show you the options available and how…


Pipedrive: Add Color-Coded Labels to Deals

August 30th, 2021

Pipedrive allows users to easily create or edit deal labels on the fly. This can help you identify deals that need to be prioritized or handled differently at a glance….


Dynamics 365: Add Power BI Dashboard to Dynamics 365

August 30th, 2021

This post will walk you through the steps to add a Power BI Dashboard to Dynamics 365. Please note that this works with the free Power BI license, but if…