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Pipedrive CRM

Pipedrive: View Usage

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Have you ever wondered how much your organization is using against various limits in Pipedrive?  The developers at Pipedrive just added a handy page in the settings area to check this out — as well as some newly announced additional limits per plan. To navigate to this page, keep reading. Read More

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

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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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