Showing articles from Megan Hagedorn

I always enjoy stumbling upon new-to-me features in CRMs — this week, I’ve got a sneaky Pipedrive security tip.  Pipedrive actually has a “wizard” that makes security-related suggestions based on…

It seems that many people immediately write off any sort of “assistant” or “wizard” in CRMs – and I tend to agree.  After using it a little bit, I must…

Pipedrive has recently implemented new usage limits to all plan types.  In a previous post, we discussed the Usage page, which displays your organizations’ usage of custom fields, opportunities, and…

In my opinion, it is surprisingly nonintuitive to find details (chats, files, recordings, etc) from meetings past in Microsoft Teams– especially if they don’t appear on your calendar.  I’ve outlined…

In this tip, we’ll walk through enabling “enhanced email”, which allows you to compose new email messages in a pop-up window (reminiscent of Gmail) within Dynamics. 

While I can’t stand it when a bank website logs me out after 4 minutes of inactivity, I do understand why this is such an important security feature — especially…

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 your organization does not use Products in Pipedrive, you can remove it from the menu to keep your UI as streamlined as possible.

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…

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…