Projects by Pipedrive FAQ
How can I assign a projects seat?
Go to Settings > Manage Users and click the “...” next to the user you want to grant Projects access to.
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Then click edit access rights and select the projects app permission.
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How can I create a project from a deal that is already WON?
To link or create projects from a won deal, use the sidebar panel for projects on your deal detail page.
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Can I create projects in bulk?
Currently, our importing feature doesn’t support Projects. Learn more about importing data into Pipedrive in this article.
Can I add more than one label to a project?
To add multiple labels, click the labels icon within the project detail view and select the labels you wish to apply.
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Do Projects work within the automation tool?
You can find the Projects option when creating your workflow automation.
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Can I add custom fields for Projects?
Go to Company settings > Data fields > “Add custom field.”
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You can also create custom fields from the project detail view.
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Click “...” > Customize fields in the details sidebar section and you’ll be redirected to the data fields menu.
Can I send emails from a project?
Yes, and you can learn more about it in this article.
How can I enable or disable the Projects feature?
Users with account settings access can enable or disable Projects. Learn more about it in this article.
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