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