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.
You’ve got to give it to the Pipedrive development team–there have been pretty significant improvements that roll out every single month! They recently rolled out the ability to add custom columns and filters to the Leads Inbox. Read More
Every now and then, a deal may need to be removed from the Pipeline without being deleted entirely. Pipedrive makes it easy to convert these deals back to leads, so they’re still in the system and can be “promoted” to a deal in the future. Just be aware that not all deal fields will transfer back to the lead!
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Pipedrive allows users to easily create or edit deal labels on the fly. This can help you identify deals that need to be prioritized or handled differently at a glance. Keep reading to learn more.
Pipedrive recently overhauled its notification management area, and there are a lot of options to sift through! In this post, I’ll show you where to find these settings and what you’ll find on the page.
There’s an interesting area in Pipedrive called the User Overview page. It allows you to take a look at all of your recent updates to records, activities, records you follow, and notifications, all in one spot. Below, I’ll outline what it looks like and how to find it.
While Pipedrive’s customization options are fairly limited, you can edit list columns and the order in which they appear. There is also a setting that automatically saves the columns and column order with the filter you’re using for future reference. Read More
Did you know that you can mark filters and owners as “favorites” to navigate filters easier? It’s an easy but powerful tip–especially if your organization has a lot of filters to choose from. Read More
