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Pipedrive CRM

Pipedrive: Smart Docs

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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.

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Pipedrive: Important Fields

By Pipedrive CRM No Comments

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.

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