This post will cover creating a new lead or deal from a contact or organization record. Like many of the Pipedrive tips, this one doesn’t require many clicks, but may save a little time in the long run and is handy to know. Read More
Did you know that you can pin a note in Pipedrive? It’s one of those little features that can be easily overlooked, but it’s easy to use and might be helpful. Read More
When entering a note in Pipedrive, you may have noticed (and ignored) the formatting option buttons at the bottom of the note. In my humble opinion, they’re worth checking out and can improve the overall appearance and organization of your notes. Read More
If you are a Pipedrive administrator looking to adjust the org-wide settings for passwords, there’s a single screen that makes it easy to manage! From there, you can enforce everything you might need: 2-factor auth, character minimums and options, and expiration/reuse settings.
In Pipedrive, when you complete an activity associated with a deal, contact, or org, and there are no additional scheduled activities, the default behavior is for a new, empty activity window to pop up. If this behavior is annoying and unhelpful for your users, you can turn it off! Read More
In the spirit of simplification, this tip will help clean up any currencies you’re not using. Is this groundbreaking? No, but it is never a bad thing to simplify and clean up your system, especially if your organization is based in a single country or utilizes a single currency. Read More
Pipedrive has another new feature! You can now view workflow history (each instance that a workflow has been triggered) in a single spot. This makes it easy to keep tabs on existing workflows to ensure things are running smoothly! We frequently check workflow instances in other CRMs while troubleshooting, so it’s a helpful addition to PD. Read More
Pipedrive has added the ability to include a delay in workflow automation, which is incredibly convenient! This adds a step to a workflow to “pause” it for a certain amount of time. Now, you can send automated follow-ups or create activities after a certain period of time. Keep reading to learn how to use this excellent feature. Read More
Projects in Pipedrive is a new feature that allows organizations to track projects specifically, with relevant features like project activities. Most organizations used an additional pipeline to track post-award activities like projects until now, so this is a welcome update! It does appear to require an additional subscription after it is fully released to the public, but a free trial will be available to all. As of June 2022, this is still being rolled out to all users, so you might need to wait to try it out.
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 your actual organization. Keep reading to learn more! Read More
