Have you ever done an import in Pipedrive, only to find that the system created, say, deal records when you were only trying to import contacts? This tip will show you what to pay close attention to in the field mapping step of an import to avoid this in the future.
Did you know that keyboard shortcuts can work within Pipedrive? As a Windows user, I am frequently using the ctrl+n shortcut to create a new note in OneNote. Imagine my surprise when I had Pipedrive open and used the same shortcut, only to find a hidden function within Pipedrive! Read More
Whether you’re a new Pipedrive user or your organization just recently started using products, you might have a hard time figuring out how to add products to a deal! Keep reading to learn how to use products with deals. Read More
Smart Docs is a new feature from Pipedrive that allows you to hook into an existing document storage service (Google Drive, SharePoint, OneDrive) and create documents & document templates using dynamic data from Pipedrive. Check out the additional features below.
Did you know that it’s possible to configure 2-Factor Authentication for Pipedrive? As an administrator, you can even force all users to use 2-FA. Read More
In Pipedrive, fields can be specified as “important” or “required”. Important fields are similar to required fields, except you’ll be able to save and exit a record without important fields filled out. In the detail view, important fields will be separated into their own section at the top of the page, and you’ll be reminded to fill them out.
While Pipedrive is fairly limited in terms of customization options, it is possible to rearrange fields in a section on the detail page. Keep reading to learn how to rearrange fields.
Even if you’re not a technical administrator, it’s easy to add new users to Pipedrive! Read More
Did you know that you can access a deal or lead, contact, or organization record through an activity? This makes it easy to reference related records if you need to check something as you’re working on an activity. Read More
Did you know that Pipedrive has a community page dedicated to sharing product updates and new features? If you’re interested in what’s being planned for Pipedrive, there’s a page for that, too. Find these helpful links (and more) below.
