Showing articles from Megan Hagedorn

Pipedrive: Security Suggestions

May 31st, 2022

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…


Pipedrive: Manage the Sales Assistant

May 31st, 2022

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: New Usage Limits

May 31st, 2022

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…


Microsoft Teams: Find Notes from a Previous Meeting

May 31st, 2022

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…


Dynamics 365: Enable Enhanced Email

May 31st, 2022

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. 


Dynamics 365: Enable Inactivity Timeout

May 31st, 2022

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…


Pipedrive: Field Mapping

May 1st, 2022

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…


Pipedrive: Don’t Use Products? Hide it from the Menu!

May 1st, 2022

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


Pipedrive: Remove Pipedrive Branding from Smart Docs

May 1st, 2022

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…


Microsoft 365: Open Online Office Document in the Desktop App

May 1st, 2022

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…