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 admit that Pipedrive’s Sales Assistant acts almost more as a dashboard, and it is quite customizable. Keep reading to learn more about the Sales Assistant. Read More
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 reports. Below, we will cover what the new limitations are for each plan, so keep reading to learn if you will be affected. Read More
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 this has happened to you, check out this tip from earlier this year. Pay close attention to the icons in the mapping section of the import wizard! Check out the screenshots in the tip for more information. Cheers!
If your organization does not use Products in Pipedrive, you can remove it from the menu to keep your UI as streamlined as possible. Read More
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 below for instructions and what this looks like in practice! Read More
Pipedrive allows you to add predefined lost reasons for lost deals. While you can allow your users to add free-form lost reasons, I recommend at least adding a few predefined lost reasons to improve the usefulness of reporting/insights. Read More
Ahh, the search bar — every CRM has one, and they are useful to varying degrees. Pipedrive has actually done an excellent job with theirs! I’m highlighting the search bar in this post because I’ve found that some Pipedrive users forget it’s there, and the feature is too robust to ignore. Read More
I was recently asked how to view recently-viewed records in Pipedrive. Other CRMs have this feature often on the left or top navigation under a labeled header. Pipedrive’s version of this is just as easy to access, but it’s not labeled, so you may have missed it. Read More
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 learn how to schedule an email.
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 to navigate to them. Read More
