<p style="text-align: justify">Pipedrive offers numerous syncs to seamlessly connect your emails, contacts, calendars and Google Drive to your Pipedrive account.</p>
<p style="text-align: justify">This makes it easier for you to set up your account according to your daily workflow and removes the need to manually add data to Pipedrive. </p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/dbE4qFhNPfwJ2sMSkpLTMq.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Email sync<a name="email-sync"></a></h2><div class="support-note success primary"><strong>Note: </strong>The <strong>email sync</strong> feature is one of the many useful features of Pipedrive’s Advanced and higher plans. Learn how to switch plans <a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" rel="noreferrer noopener">here</a>.</div>
<p style="text-align: justify">The email sync<strong> </strong>feature allows you to sync your email to your Pipedrive inbox so that you can email your clients from within Pipedrive and view emails in your contact or deal detail views. The email sync will intuitively calculate which contacts and deals your emails should be linked to.</p>
<p style="text-align: justify">Read this <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" rel="noreferrer noopener">article</a> for more information on email sync and how to set it up.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20sync%20account.png" alt=""></figure>
<p style="text-align: justify">The email sync feature is compatible with major providers, including:</p>
<ul>
<li>Gmail and Google Apps</li>
<li>Yahoo! Mail</li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360001598698-How-can-I-connect-my-Email-Sync-with-Microsoft-Exchange-" target="_blank" rel="noreferrer noopener">Microsoft Exchange (ActiveSync)</a></li>
<li>Outlook.com (aka Hotmail)</li>
<li>iCloud (aka MobileMe or DotMac)</li>
</ul>
<p style="text-align: justify">Depending on your preferences, you can choose to sync all emails to Pipedrive or only certain labels. The email sync also has <a href="https://support.pipedrive.com/hc/en/articles/115004479825-Email-Templates" target="_blank" rel="noreferrer noopener">templates</a>, <a href="https://support.pipedrive.com/hc/en/articles/115005541949-Email-Tracking" target="_blank" rel="noreferrer noopener">email tracking</a> and <a href="https://support.pipedrive.com/hc/en/articles/115005672305-Email-Signature" target="_blank" rel="noreferrer noopener">email signature</a> functionality.</p>
<div class="support-note primary">
<strong>Note: </strong>Unfortunately, there is no way to connect your <strong>POP3 server</strong> with the Pipedrive email sync. The email sync feature of Pipedrive only supports <strong>IMAP or Exchange</strong> credentials for establishing the sync.
</div>
<hr>
<h2 style="text-align: justify">Calendar sync<a name="calendar-sync"></a></h2>
<p style="text-align: justify">Planning your time is essential in your work and personal life. Pipedrive's calendar sync<strong> </strong>allows you to sync your own calendar to Pipedrive and track your tasks and activities from inside your Pipedrive account.</p>
<p style="text-align: justify">Read this <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" rel="noreferrer noopener">article</a> for more information on the calendar sync and how to set it up.</p>
<div class="support-note primary">
<strong>Note: </strong>Each user’s calendar sync will only sync activities owned by that user in Pipedrive. 
</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20sync%20account.png" alt=""></figure>
<p style="text-align: justify">With the Pipedrive calendar sync, you have the option to set up either a one-way or two-way sync depending on your preferences.</p>
<p style="text-align: justify">If you are experiencing issues with our calendar sync, please read our <a href="https://support.pipedrive.com/hc/en/articles/360001625538-Troubleshooting-the-Calendar-Sync-feature-" target="_blank" rel="noreferrer noopener">troubleshooting guide.<br></a> </p>
<hr>
<h2 style="text-align: justify">
<a name="contact-sync"></a>Contact sync</h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Check out this <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" rel="noreferrer noopener">article</a> for more information on the contact sync and how to set it up.<br></div>
<p style="text-align: justify">Having all of your contact details up to date and easily accessible is essential in sales. </p>
<p style="text-align: justify">Pipedrive’s <strong>contact sync</strong> lets you add all of your contact people straight to Pipedrive from your provider automatically, cutting out any manual work. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/contact%20sync%20account.png" alt=""></figure>
<p style="text-align: justify">Pipedrive's contact sync is currently compatible with:</p>
<ul>
<li>Google</li>
<li>Outlook.com</li>
<li>Microsoft Office 365</li>
</ul>
<p style="text-align: justify">You have the option to set up either a one-way or two-way sync depending on your preferences.</p>
<p style="text-align: justify">If you are experiencing issues with your contact sync after filtering for your own contacts, you can read through our contact sync <a href="https://support.pipedrive.com/hc/en/articles/360001593897-Troubleshooting-the-Contact-Sync-feature-" target="_blank" rel="noreferrer noopener">troubleshooting guide</a>.</p>
<hr>
<h2 style="text-align: justify">
<a name="google-drive"></a>Google Drive</h2>
<p style="text-align: justify">Syncing with <strong>Google Drive</strong> is an excellent option for anyone who uses Google Drive for storing files.</p>
<p style="text-align: justify">The integration allows you to work efficiently, editing documents without downloading the file, as well as always having the files linked to your items up to date.</p>
<p style="text-align: justify">Read this <a href="https://support.pipedrive.com/hc/en/articles/207290995-Syncing-with-Google-Drive" target="_blank" rel="noreferrer noopener">article</a> for more information on the Google Drive integration and how to set it up. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/google%20drive%20account.png" alt=""></figure>
<p style="text-align: justify">If you’re experiencing issues please disconnect and reconnect the sync. If this does not help, please reach out to our <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" rel="noreferrer noopener">support team</a>.</p>
<div class="support-note primary">
<strong>Note:</strong> To sync with Google Drive, you should have your Google account already synced with your Pipedrive account. If not, follow the instructions <a href="https://support.pipedrive.com/hc/en/articles/206637979" target="_blank" rel="noreferrer noopener">here</a>.</div>

Syncing with your email, calendar, or contacts provider

email-sync

Email sync

calendar-sync

Calendar sync

contact-sync

Contact sync

google-drive

Google Drive

<p style="text-align: justify">Whether you’re considering migrating from one CRM to another or are new to the world of CRM in general, these videos will show you how you can greatly improve your sales results with Pipedrive.</p>
<p style="text-align: justify">Browse our videos below to get a good understanding of Pipedrive and continue learning in our <a href="https://learn.pipedrive.com/app" target="_blank" rel="noreferrer noopener">Pipedrive Academy</a>! </p>
<p>Learn more about our Pipedrive Academy in <a href="https://www.pipedrive.com/blog/introducing-pipedrive-academy" target="_blank" rel="noreferrer noopener">this blog post</a>.</p>
<hr>
<h2 style="text-align: justify"><strong>1. Customizing your pipeline</strong><a name="customizing-your-pipeline"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/uYHUe2vgLMfFgYJUKA1QcR.jpg" alt=""></figure>
<ul>
<li>The all-important pipeline view in Pipedrive</li>
<li>Customizing your pipeline with stages, rotting times, probability</li>
<li>Providing lost reasons for your deals that can no longer progress in your pipeline</li>
<li>Transferring deals from one pipeline to a different pipeline</li>
<li>Using your filters in the pipeline view</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>2. Custom fields and filters</strong><a name="custom-fields-and-filters"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/TvK6MxhBiQsy48kFJ5Njnh.jpg" alt=""></figure>
<ul>
<li>Creating custom fields in your Pipedrive account</li>
<li>Sorting and filtering by your created custom fields</li>
<li>Exporting your filter results out of Pipedrive into .xls or .csv files</li>
</ul>
<hr>
<h2 style="text-align: justify">3. Invite users<a name="invite-users"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" alt=""></figure>
<ul>
<li>Inviting your work colleagues to use Pipedrive in your company account</li>
<li>Assigning deals and activities to your fellow Pipedrive users</li>
<li>Tracking statistics for Pipedrive users' progress</li>
</ul>
<h2 style="text-align: justify"><strong>4. Permissions</strong><a name="permissions"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/8Qt8XrZmroypyq1fAMTGNH.jpg" alt=""></figure>
<ul>
<li>Setting users into permission sets in Pipedrive</li>
<li>Restricting or enabling permissions for specific permission sets</li>
<li>The different permission set options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>5. Visibility groups</strong><a name="visibility-groups"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/7PvwobKtmAiG674eQMBQXY.jpg" alt=""></figure>
<ul>
<li>Assigning your Pipedrive users into visibility groups to set what can be seen</li>
<li>Adjusting the visibility settings for different groups, based on deals, people, organizations and products</li>
<li>The different visibility options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>6. Sales Inbox</strong><a name="sales-inbox"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/A7sNpGN83ZeNpj6u3W7WB8.jpg" alt=""></figure>
<ul>
<li>The email sync feature of Pipedrive</li>
<li>Searching and filtering within Pipedrive's email inbox</li>
<li>Setting visibility for each email brought into your Pipedrive account</li>
<li>Linking tracking, open tracking and email templates with dynamic Pipedrive fields</li>
<li>Using workflow automation to send templated emails at specific points in your sales process</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>7. Data import and migration</strong><a name="data-import-and-migration"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" alt=""></figure>
<ul>
<li>Import your spreadsheet of existing data into Pipedrive</li>
<li>Creating custom fields during the import process</li>
<li>Mapping your spreadsheet columns to match them to Pipedrive fields</li>
<li>Skip files and what they mean when importing</li>
<li>Importing from your previous CRM software using our partner, Import2</li>
</ul>
<hr>
<h2 style="text-align: justify">8. Contact sync<a name="contact-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/DTqkY5wN1CuoSn115JYp19.jpg" alt=""></figure>
<ul>
<li>Sync your Pipedrive account with any major contact provider, like Google Contacts or Outlook</li>
<li>Adjust the sync to be one or two-way with your provider</li>
<li>Choose which groups in your provider are synced into Pipedrive</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>9. Calendar sync</strong><a name="calendar-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/F9svW48iE9DoGFSDKDGy2f.jpg" alt=""></figure>
<ul>
<li>Sync your Pipedrive account with any major calendar provider, like Google Calendar and Outlook</li>
<li>Adjust the sync to be one- or two-way with your calendar provider</li>
<li>Choose which kinds of Pipedrive activities are synced back to your provider</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>10. Mobile app</strong><a name="mobile-app"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/Dg4nNUR9b2Bz4U3V7k2gyX.jpg" alt=""></figure>
<ul>
<li>The Pipedrive mobile app's <strong>“</strong><strong>Focus View”</strong> allows you to concentrate on immediate efforts</li>
<li>Accessing your Pipedrive email and activities on the go allows you to never fall behind</li>
</ul>

How-to videos: a pretty good overview of Pipedrive

customizing-your-pipeline

Customizing your pipeline

custom-fields-and-filters

Custom fields and filters

invite-users

Invite users

permissions

Permissions

visibility-groups

Visibility groups

sales-inbox

Sales Inbox

data-import-and-migration

Data import and migration

mobile-app

Mobile app

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Some features require a specific subscription to access. You can find a breakdown of our features by plan in <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<p style="text-align: justify">Organizing your leads, deals, contact people, projects, organizations, activities, products and emails is essential to your sales process. Pipedrive helps you organize all your items and link them together for better visibility.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/qsnmyoYU9MRe9gJG3KwZaw.jpg" alt=""></figure>
<p style="text-align: justify">To help you become familiar with Pipedrive, we offer <strong>sample data</strong> for you to try and test. Learn more about sample data in <a href="https://support.pipedrive.com/article/data-fields-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note primary">
If you’re just getting started with Pipedrive, you can check out our <strong>“</strong><strong>Get started with the basics”</strong> <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a>.</div>
<hr>
<h2 style="text-align: justify">
<a name="leads"></a>Leads</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%209.39.47%20AM.png" alt=""></figure>
<p style="text-align: justify">At the beginning of your sales process, you may have potential deals in your account that you’re not ready to start working on.</p>
<p style="text-align: justify">Pipedrive's Leads Inbox is a separate inbox to keep your prequalified leads in before they become <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">deals</a>. Once you decide which leads are ready, you can convert them to deals and add them directly to your pipeline. You can read more about our Leads Inbox in this <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" rel="noreferrer noopener">article</a>.</p>
<ul>
<li>
You can use the <strong>“</strong><strong>Add lead”</strong> button to <a href="https://support.pipedrive.com/hc/en/articles/360002295337-How-can-I-add-Leads-to-my-Leads-inbox-" target="_blank" rel="noreferrer noopener">add leads</a> individually or by spreadsheet import, or use <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" rel="noreferrer noopener">LeadBooster</a></li>
<li>When adding a lead through the <strong>add lead</strong> dialog, all fields are optional except either the <strong>organization name</strong> or the <strong>p</strong><strong>erson name</strong></li>
<li>When you’ve qualified a lead and are ready to pursue it as a deal in your pipeline, you can click <strong><a href="https://support.pipedrive.com/en/article/leads-inbox#converting-leads-to-deals" target="_blank" rel="noreferrer noopener">“</a></strong><strong><a href="https://support.pipedrive.com/en/article/leads-inbox#converting-leads-to-deals" target="_blank" rel="noreferrer noopener">Convert to deal”</a>. </strong>This will open a new dialog where you can define the pipeline, visibility and value of your new deal. </li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="deals"></a>Deals<br><br>
</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%209.38.15%20AM.png" alt=""></figure>
<p style="text-align: justify"><br>Ongoing transactions you’re pursuing with people or organizations in Pipedrive are tracked as deals, which are processed through the stages of your <a href="https://support.pipedrive.com/hc/en/articles/360000106229" target="_blank" rel="noreferrer noopener">pipeline</a> until they’re either <strong>won</strong> or <strong>lost</strong>.</p>
<p style="text-align: justify">Deals contain all of the actions taken while closing a sale. Deals will also pull all the information from the person or organization they’re associated with, which you can find in the detail view of that deal. In this <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">article</a>, you can read more about deals in Pipedrive.</p>
<ul>
<li>Deals can be linked to a person, organization or <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">project</a>. They can also have products added to them</li>
<li>Deals track all events and movements that take place throughout your sales process</li>
<li>Since a deal is connected to a contact, any actions you perform on the deal will also be reflected in the person/organization linked to it</li>
<li>Deals can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a> or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">a CSV or XLS file</a></li>
<li>The progress of the deals in your account is tracked as <a href="https://support.pipedrive.com/hc/en/articles/207435039-Company-reports" target="_blank" rel="noreferrer noopener">progress</a> in your account</li></ul>
<hr>
<h2 style="text-align: justify">
<a name="people-contacts"></a>People (contacts)</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.29.13%20AM.png" alt=""></figure>
<p style="text-align: justify"><br><a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" rel="noreferrer noopener">People contacts</a> are the specific customers you’re selling to, and any information relating to each contact such as scheduled activities or emails will be tracked in the <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" rel="noreferrer noopener">detail view</a> of that person.</p>
<ul>
<li>People contacts can be linked to one organization</li>
<li>They can have multiple deals open for them at the same time</li>
<li>They can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" rel="noreferrer noopener">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">imported from a CSV or XLS file</a></li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="organizations-contacts"></a>Organizations (contacts)</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.38.18%20AM.png" alt=""></figure>
<p style="text-align: justify"><br><a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" rel="noreferrer noopener">Organizations</a> are the companies where contact people work. All people related to an organization will be listed in its detail view, along with any <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" rel="noreferrer noopener">notes</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" rel="noreferrer noopener">activities</a> linked to any people, leads, deals or projects related to the organization. </p>
<ul>
<li>Organizations contain information like a mailing address or industry information</li>
<li>You can link multiple people, deals or projects to your organizations</li>
<li>Organizations can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" rel="noreferrer noopener">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">imported from a CSV or XLS file</a></li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="activities"></a>Activities</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.44.49%20AM.png" alt=""></figure>
<p style="text-align: justify">An activity represents any action taken toward closing a sale. It can be a phone call, a lunch meeting, or any other event you schedule with a contact. You can schedule activities in relation to a person, organization, project, lead or deal. You can read <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" rel="noreferrer noopener">this article</a> for more information on activities in Pipedrive.</p>
<ul>
<li>Your activities can be <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" rel="noreferrer noopener">synced with several calendar providers</a></li>
<li>Activities can be linked to a person, organization, lead, deal or project</li>
<li>Associating an activity with a deal, lead or project will also associate the activity with the linked person and/or organization</li>
<li>Activities can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a> or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">a CSV or XLS file</a></li>
</ul>
<hr>
<h2 style="text-align: justify">Projects<a name="projects"></a></h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.56.50%20AM.png" alt=""></figure>
<p style="text-align: justify">A <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">project</a> represents one or more deals under the umbrella of a larger goal. This can include both won and open deals, although projects are commonly created after a deal has been won. </p>
<ul><li>Projects can be linked to deals, people and organizations</li><li>You can create tasks, subtasks and activities for your projects. Activities created for projects will be reflected in any linked people, organizations or deals</li><li>Progress in a project is reflected in two ways: <ul><li>The progress bar, located in the detail view of a project, is based on completed tasks, subtasks and activities</li><li>The kanban board, which shows the progression of the project through your company’s workflow</li></ul></li></ul>
<h2 style="text-align: justify">

Products<a name="products"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>For more information about price variations, check out <a href="https://support.pipedrive.com/article/can-i-have-one-product-in-different-price-variations" target="_blank" rel="noreferrer noopener">this article. </a></div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/products%201.jpg" alt=""></figure>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/products" target="_blank" rel="noreferrer noopener">Products</a> are items you sell or trade, and are often linked to ongoing deals. Products have specific fields like <strong>product code</strong>, <strong>price</strong> and <strong>tax</strong>. </p>
<h2 style="text-align: justify">

<a name="mail"></a> Mail</h2>
<div class="support-note success primary"><strong>Note: </strong>Email sync is available for Advanced, Professional or Enterprise plans. For more information on email sync, check out <a href="https://support.pipedrive.com/article/email-sync" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%202023-03-09%20at%2012.28.01.png" alt=""></figure>
<p style="text-align: justify">The mail tab holds all emails you decide to keep a record of in Pipedrive. Emails can be brought into your account using either the <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" rel="noreferrer noopener">email sync</a> tool or the <a href="https://support.pipedrive.com/hc/en/articles/360000015825-Smart-Email-BCC" target="_blank" rel="noreferrer noopener">Smart Bcc</a> based on your plan.</p>
<ul>
<li>Emails can be linked to people, deals, leads or projects</li><li>If the person you’ve emailed exists in Pipedrive, the email will be associated with them. If not, the email will create a new person and link that email thread to them</li>
<li>Replies from your contacts are forwarded to your Pipedrive mailbox, and Pipedrive will document them in the same email thread as the original email</li>
<li>Attachments in emails are available everywhere the email is linked and in the <strong>files tab</strong> of any detail page</li>
<li>If the recipient contact is linked to a deal, the email will also be reflected there</li>
</ul>
<div class="support-note primary">
<strong>Note:</strong> If multiple deals are open for a <strong>person</strong> who sent an email, Pipedrive will provide a list of all open deals for that <strong>person,</strong> and you can choose which deal to associate it with.</div>
<hr>
<h2>Data relationships<a name="data-relationships"></a></h2>
<p>Here’s a basic rundown of how the different data types relate.</p>
<table><tbody><tr><td><strong>Leads</strong></td><td><strong>Deals</strong></td><td>Leads represent potential deals that have not been fully vetted. Once a lead is vetted, it can be converted into a deal and added to your deals pipeline.</td></tr><tr><td><strong>Contacts</strong></td><td><strong>Leads/deals/activities/mail</strong></td><td>Contacts are those with whom you conduct deals, schedule activities, and send emails. They can be represented as individual people (e.g., Steve Johnson) or collective organizations (e.g., The Steve Factory).</td></tr><tr><td><strong>Activities</strong></td><td><strong>Leads/deals/contacts</strong></td><td><p>Activities can be linked to a lead, deal, or contact, but it’s not required as they can also be created without being linked to other data. </p></td></tr><tr><td><strong>Mail</strong></td><td><strong>Leads/deals/contacts</strong></td><td><p>Emails can be sent from or linked to leads, deals, or contacts if email sync is enabled. An email sent to an address already linked to a contact will automatically be saved there if the email address is only linked to one contact. If you don’t have email sync, you can still link emails to your leads, deals, and contacts using the <a href="https://support.pipedrive.com/article/smart-email-bcc" target="_blank" rel="noreferrer noopener">Smart BCC</a> link.</p></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note: </strong>Learn more about Pipedrive terms and relationships in our <a href="https://support.pipedrive.com/article/pipedrive-glossary" target="_blank" rel="noreferrer noopener">glossary</a>. </div>

How is Pipedrive data organized?

leads

Leads

deals

Deals

people-contacts

People (contacts)

organizations-contacts

Organizations (contacts)

activities

Activities

projects

Projects

products

Products

mail

Mail

data-relationships

Data relationships

Learn how to navigate in Pipedrive and use shortcuts to save time.

<p style="text-align: justify">The interface is the place where you can interact with the Pipedrive software and keep track of your sales and data. As a busy salesperson, you may need to quickly move around in the Pipedrive app to find the information that is most relevant to you.</p>
<p style="text-align: justify">To aid you in your quick maneuvering, Pipedrive has different ways of navigating and making your experience more personalized.<br></p>
<hr>
<h2 style="text-align: justify">Navigating Pipedrive<a name="navigating-pipedrive"></a></h2>
<p style="text-align: justify">Pressing the number keys associated with each tab in the primary navigation will bring you right to that specific portion of Pipedrive.</p>
<p style="text-align: justify">Hover over the tab in the primary navigation sidebar to see what number you should press to be taken straight to that page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-18%20at%2013-00-49.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify"><strong>Keyboard shortcuts</strong><a name="keyboard-shortcuts"></a></h2>
<p>You can use shortcuts to perform quick actions in Pipedrive.</p>
<p><strong>General shortcuts</strong><br></p>
<table><tbody><tr><td><center><strong>Action</strong></center></td><td><center><strong>Shortcut</strong></center></td></tr><tr><td>Go to primary navigation item</td><td><div><center><code>1</code> to <code>8</code></center></div></td></tr><tr><td>Go to last primary menu item (<strong>“More”</strong> overflow menu)</td><td><center><code>9</code></center></td></tr><tr><td>Search Pipedrive</td><td><center><code>/</code><center></center></center></td></tr><tr><td>Toggle secondary navigation</td><td><div style="text-align: center"><code>[</code> or <code>]</code></div></td></tr><tr><td>Open quick add menu</td><td><center><code>.</code> or <code>+</code></center></td></tr></tbody></table>
<p><strong>Add items shortcuts</strong></p>
<p style="text-align: justify">To add a new item, you can click on the <strong>”</strong><strong>+” </strong>sign<strong> </strong>at the top of the page, or else click your full stop button on your keyboard <strong>(.) </strong>or plus sign<strong> (+)</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-27%20at%2010.01.04.png" alt=""></figure>
<p style="text-align: justify">Every item in Pipedrive has its own shortcut. Pressing the keys associated in the <strong>Quick menu</strong> section will immediately open the <strong>”</strong><strong>Add new ____</strong><strong>”</strong> dialog for the intended item, which is useful for a large number of tasks, such as quickly adding a note to a contact that calls you unexpectedly.</p>
<table><tbody><tr><td><center><strong>Item</strong></center></td><td><center><strong>Shortcut</strong></center></td></tr><tr><td><div style="text-align: center">Lead</div></td><td><center><code>L</code><center></center></center></td></tr><tr><td><div style="text-align: center">Deal</div></td><td><center><code>D</code></center></td></tr><tr><td><div style="text-align: center">Activity</div></td><td><center><code>A</code></center></td></tr><tr><td><div style="text-align: center">Person</div></td><td><center><code>P</code></center></td></tr><tr><td><div style="text-align: center">Organization</div></td><td><center><code>O</code></center></td></tr><tr><td><div style="text-align: center">Note</div></td><td><center><code>N</code></center></td></tr><tr><td><div style="text-align: center">Product</div></td><td><center><code>R</code></center></td></tr><tr><td><div style="text-align: center">Project</div></td><td><center><code>E</code></center></td></tr></tbody></table>
<hr>
<h2>Customizing Pipedrive<br><a name="customizing-pipedrive"></a></h2>
<p style="text-align: justify">To customize your Pipedrive interface, go to <strong>Personal preferences &gt; <a href="https://app.pipedrive.com/settings/interface-preferences" target="_blank" rel="noreferrer noopener">Interface preferences</a></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Personal%20preferences%20pipedrive.png" alt=""></figure>
<p>Here you’ll be able to:<br></p>
<ul><li>Change the appearance and select between light or dark mode for your Pipedrive interface</li><li>Enable and disable the keyboard shortcuts</li><li>Set a default landing page</li><li>Choose up to ten icons to appear on the left navigation bar</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-01-11%20at%2016.36.38.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Customization settings are <strong>user-specific</strong> and not shared across the company.<br></div>

Pipedrive interface

navigating-pipedrive

Navigating Pipedrive

keyboard-shortcuts

Keyboard shortcuts

customizing-pipedrive

Customizing Pipedrive

<p style="text-align: justify">The search bar in Pipedrive allows you to quickly find and access any <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" title="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" title="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank">leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" title="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank">contacts</a>, <a href="https://support.pipedrive.com/en/article/activities" title="https://support.pipedrive.com/en/article/activities">activities</a>, <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">projects</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" title="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank">products</a> and <a href="https://support.pipedrive.com/hc/en/articles/360000834405-How-can-I-upload-a-file-to-a-deal-or-a-contact-" title="https://support.pipedrive.com/hc/en/articles/360000834405-How-can-I-upload-a-file-to-a-deal-or-a-contact-" target="_blank">attachments</a> in your Pipedrive account.</p>
<hr>
<h2 style="text-align: justify">
<a name="searching-directly-by-item"></a>Searching directly by item</h2>
<p style="text-align: justify">Type an entry into the search bar to see a dropdown of all items relevant to your search entry. You can filter by item type to narrow your search results. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-04-20%20at%2008-00-21.gif" alt=""></figure>
<p style="text-align: justify">You can search for your Pipedrive data by the following data fields:</p>
<ul>
<li><strong>Deals</strong><br>Titles, notes, custom fields </li>
<li><strong>Leads</strong><br> Title, email address, phone number, person name, organization name</li>
<li><strong>Projects</strong><br> Title, linked items (org, deal, person title,) notes, custom fields, description (limit 2k characters)
</li>
<li><strong>People</strong><br>Name, phone number, email address, notes and custom fields </li>
<li>
<strong>Organizations</strong><br> Name, address, notes and custom fields </li><li><strong>Activities </strong><br>Name, notes, description</li>
<li>
<strong>Products</strong><br> Name, code and custom fields</li>
<li>
<strong>Files and attachments <br></strong>Name</li></ul>

<div class="support-note success primary"><strong>Note: </strong>Regular users can only search for their own activities, while admin users can search for all users’ activities.</div>
<hr>
<h2 style="text-align: justify">
<a name="searching-by-linked-items"></a>Searching by linked items </h2>
<p style="text-align: justify">The search will also bring up any items linked to what you searched for. </p>
<p style="text-align: justify">For example, if your search matches a deal, you'll also see any people and organizations linked to it. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/search%201%20%28resize%29.png" alt=""></figure>
<p style="text-align: justify">If your search matches a person, you’ll see any deals linked to that item. </p>
<div class="support-note success primary"><strong>Note</strong>: Users without a projects seat enabled can't search by projects or see the Projects category in the search options.<br></div>
<hr>
<h2 style="text-align: justify"> <a name="searching-by-custom-fields"></a>Searching by custom fields </h2>
<p style="text-align: justify">You can search by values under <strong>text</strong>, <strong>large text</strong>, <strong>numerical</strong>, <strong>monetary</strong>, <strong>autocomplete</strong>, <strong>phone</strong> and <strong>address</strong> type <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" rel="noreferrer noopener">custom fields</a>. </p>
<p style="text-align: justify">When searching for the custom field value, the relevant item will appear in the search results. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-20%20at%208.15.54%20AM.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Searching by notes<a name="searching-by-notes"></a></h2>
<p style="text-align: justify">Keywords from your <strong>notes</strong> can be searched for if you've written them under deals, contacts, leads or activities. </p>
<p style="text-align: justify">When searching for notes, the relevant item will appear in the search results.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-20%20at%208.18.47%20AM.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Finding more information<a name="finding-more-information"></a></h2>
<p style="text-align: justify">Most search results have secondary links under them. </p>
<p style="text-align: justify">Hovering your mouse over a result shows another window with more information. Clicking an item (deal, person, or organization) takes you to the <strong>detail view</strong> of that specific item.</p>
<p style="text-align: justify">For example: If there is a deal that is connected to a person and organization, you can see more information about the linked contacts by hovering your mouse over them. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-04-20%20at%2008-47-50%20%281%29.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify">Recent items in search<a name="recent-items-in-search"></a></h2>
<p style="text-align: justify">Before you type in the search box, you can see your recently searched keywords and viewed items.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-20%20at%202.48.29%20PM.png" alt=""></figure>
<ul><li> <strong>Recent keywords </strong>are the keywords that you typed in the search bar. </li><li><strong>Recently viewed</strong> items are items that you’ve just created, viewed or edited.</li></ul>

Search: finding what you need

searching-directly-by-item

Searching directly by item

searching-by-linked-items

Searching by linked items

searching-by-custom-fields

Searching by custom fields

searching-by-notes

Searching by notes

finding-more-information

Finding more information

recent-items-in-search

Recent items in search

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with the correct permissions enabled.</div>
<p style="text-align: justify">Maintaining an effective Pipedrive database can sometimes mean cleaning out data. However, we recognize that not every user should have the ability to delete potentially valuable information from your account.</p>
<p style="text-align: justify">To allow you to keep your data secure, the ability to delete in Pipedrive is an option that can be enabled for certain user groups in <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission sets</a>.</p>
<p style="text-align: justify">As a user with account settings, if you would like to adjust permissions regarding the deletion of deals or activities for certain users in your Pipedrive account, you can do so by going to <strong>Settings &gt; Manage users &gt; <a href="https://app.pipedrive.com/settings/permissions/" target="_blank" rel="noreferrer noopener">Permission sets</a></strong> and adjusting those options to your preference. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202022-09-27%20at%2014%3A55%3A47.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> If you do not see an option to be able to delete a person or organization, you don't have admin settings. If you do not see the option to delete a deal or activity, then your admin user has not enabled this permission.<br></div>
<hr>
<h2 style="text-align: justify">

Deleting items in Pipedrive<a name="deleting-items-in-pipedrive"></a></h2>
<p style="text-align: justify">Depending on the situation, you may need to delete items in Pipedrive in many different ways. We've built several different means to delete items in Pipedrive and to help address any situation. </p>
<p style="text-align: justify">To delete from the <strong>detail view</strong> of an item in Pipedrive:</p>
<ul>
<li>Click on the name of the deal, person, or organization to go to that item's <strong>detail view</strong>.</li>
<li>Click on the<strong> </strong>"<strong>...</strong>" found to the upper right of the Pipedrive app.</li>
<li>Select the "<strong>Delete"</strong> option found there.</li>
<li>In the prompt that appears, confirm that you wish to delete this item.</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-09-27%20at%2015.01.17.png" alt=""></figure>
<p style="text-align: justify">To delete a deal from the <strong>pipeline view</strong> of your deals tab:</p>
<ul>
<li>Go to your deals tab and click on the <strong>pipeline view</strong>.</li>
<li>Click on the deal you wish to delete and drag it to the bottom of your screen in the Pipedrive app.</li>
<li>When hovering over the <strong>DELETE</strong> button, release your mouse click.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/delete%20deals%20in%20pipeline.gif" alt=""></figure>
<p style="text-align: justify">To delete a selection of items from the <strong>list view</strong>:</p>
<ul>
<li>Go to the Pipedrive tab of the item(s) you wish to delete – such as deals, activities, people, or organizations.</li>
<li>Using the checkboxes on the left side of the Pipedrive app, select the items you wish to delete.</li>
<li>Click on the <strong>trash can</strong> icon that appears above the list view.</li>
<li>In the prompt that appears, confirm that you wish to delete those items.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-09-27%20at%2015.04.11.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Deleting an item in Pipedrive will delete other items linked to it (e.g., if a deal is deleted, activities linked to that deal will be deleted). Admins can restore deleted items within 30 days after deletion, the linked items will be restored as well. After 30 days the items are permanently deleted and cannot be accessed or restored.</div>

How can I delete items in Pipedrive?

deleting-items-in-pipedrive

Deleting items in Pipedrive

<p>When a Pipedrive account is created, both a user account and a company account are created.</p>
<p>The user account is a specific user – e.g., Dwight Schrute – who accesses Pipedrive using their login credentials.</p>
<p>The company account – e.g., Dunder Mifflin Paper Company Inc. – is the database of information that the users access within Pipedrive, and can contain many different users.</p>

Pipedrive user vs. company account

<p style="text-align: justify">When a Pipedrive account is created, both a user account and a company account are created.</p>
<p style="text-align: justify">That company account is <strong>your</strong> company, and you can invite your work colleagues to join you as <a href="https://support.pipedrive.com/article/users" target="_blank" rel="noreferrer noopener">users</a> to access the same database.<br><br>However, you do not have to create a brand new company account in order to use Pipedrive. If you know someone who already has an account, they can invite you to join their company. </p>
<p style="text-align: justify">If you are invited, the access you have to data and account privileges will be decided by the company owner or other users with <strong><a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">User Management</a> </strong>access. </p>
<div class="support-note success primary"><strong>Note</strong>: If you do not have access to <strong>User Management</strong>, or do not know what user type you are, please contact your account admin. </div>

Organization vs. company account

<p style="text-align: justify">In Pipedrive, your subscription is calculated by the number of <strong>seats</strong> you have in your account. An active (or invited) <strong>user</strong> will always take up one seat once they have been added to Pipedrive, but it is possible to have empty seats if users have been deactivated or not added yet. </p>
<p style="text-align: justify">We separate users and seats in Pipedrive to make it easier to deactivate and replace users without creating any immediate changes in your subscription. </p>
<ul>
<li>
<strong>Seat –</strong> The number of possible active users in your account. You will be billed by the number of seats you have. Extra seats can be removed by going to your <strong><a href="/settings/subscription">Billing tab</a></strong>. </li>
<li>
<strong>User –</strong> The users you have added to your Pipedrive account. You can have fewer active users than seats, but you will still be charged by the number of seats in your account. You can manage your users by going to <strong>Company &gt; <a href="/settings/users">Manage users</a></strong>. </li>
</ul>
<p style="text-align: justify">We recommend filling in any free seats with users or removing unused seats you are not planning to fill so you don't end up paying for more than you use. </p><div class="support-note success primary"><strong>Note:</strong> All the seats added to your account will be on the plan that is already being billed.</div>
<p style="text-align: justify"><strong>What happens to my billing when I deactivate a user?</strong></p>
<p style="text-align: justify">When you <a href="https://support.pipedrive.com/hc/en/articles/115005422805-How-can-I-deactivate-a-user-" target="_blank" rel="noreferrer noopener">deactivate</a> a user in your company account, you will be given the option to keep or remove the seat.</p>
<p style="text-align: justify">If you keep the seat, you can easily replace the deactivated user with a new user without any updates to your billing. If you choose to remove the seat, the changes will take effect in your subscription at the beginning of the next billing cycle. </p>
<p style="text-align: justify">Learn more about what happens to a user when it is deactivated in <a href="https://support.pipedrive.com/article/what-happens-when-a-user-gets-deactivated" target="_blank" rel="noreferrer noopener">this article</a>. </p>

What is the difference between a user and a seat?

Pipedrive glossary

Learn the tools and best practices for Pipedrive with Pipedrive Learn.

<p style="text-align: justify">Pipedrive offers a variety of courses, tutorials and webinars in addition to the Knowledge Base that you can use to learn more about all that we offer.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%201.2.jpg" alt=""></figure>
<p style="text-align: justify">And you can find all of these at <a href="https://learn.pipedrive.com/app" target="_blank" rel="noreferrer noopener">Pipedrive Learn</a>.</p>
<hr>
<h2 style="text-align: justify">Academy courses<a name="academy-courses"></a></h2>
<p style="text-align: justify">Our <a href="https://learn.pipedrive.com/app/catalog" target="_blank" rel="noreferrer noopener">Academy</a> has a wealth of learning content, including: </p>
<ul><li>Lessons about the tools and features in Pipedrive</li><li>Courses on <a href="https://learn.pipedrive.com/app/courses/38b03db0-f231-4728-81b7-e9379ec17427" target="_blank" rel="noreferrer noopener">managing your sales pipeline</a> and <a href="https://learn.pipedrive.com/app/courses/d4d76862-5df4-4d2e-ad76-5c8b2d247f76" target="_blank" rel="noreferrer noopener">running a sales team</a></li><li>An in-depth guide to <a href="https://learn.pipedrive.com/app/courses/edaa24fe-326a-4fc4-8a02-47092c34a864" target="_blank" rel="noreferrer noopener">email marketing </a></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%202.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you’re just beginning your Pipedrive journey, or want a refresher on the core tools, you can check out our <strong>Getting Started</strong> course in both <a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener">English</a> and <a href="https://learn.pipedrive.com/app/courses/2ce8774a-36bc-40c1-ae6c-d87e59669d2c" target="_blank" rel="noreferrer noopener">Spanish</a>.</div>
<hr>
<h2 style="text-align: justify">Video Tutorials<a name="video-tutorials"></a></h2>
<p style="text-align: justify">If you’re looking for shorter videos about specific features, we have a library of <a href="https://learn.pipedrive.com/app/video-tutorials" target="_blank" rel="noreferrer noopener">tutorials</a> about lead generation, automations, integrated apps and everything in between. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%203.jpg" alt=""></figure>
<p style="text-align: justify">We even offer videos in multiple languages:<br></p>
<ul><li>English</li><li>Spanish</li><li>German</li><li>French</li><li>Portuguese </li></ul>
<div class="support-note success primary"><strong>Note: </strong>Not all videos are available in every language.</div>
<hr>
<h2 style="text-align: justify">Webinars<a name="webinars"></a></h2>
<p style="text-align: justify">We also have a variety of live and on-demand <a href="https://www.pipedrive.com/en/webinars" target="_blank" rel="noreferrer noopener">webinars</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%204.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Live Webinars</strong></p>
<p style="text-align: justify">These webinars take place at scheduled times and are broadcast live, so you can learn from instructors in real time about everything from features to best practices for using Pipedrive.</p>
<p style="text-align: justify"><strong>On-demand webinars</strong></p>
<p style="text-align: justify">These are pre-recorded webinars that you can view at any time, and they cover a similar range of topics as the live webinars. </p>
<p>Learn more about <a href="https://www.pipedrive.com/en/features/sales-team-management">sales team management</a></p>

What is Pipedrive Learn?

academy-courses

Academy courses

video-tutorials

Video Tutorials

webinars

Webinars

Learn how to use Pipedrive with sample data and pre-configured setup.

<p style="text-align: justify">Pipedrive is renowned for its high level of customization. To ensure Pipedrive serves as a CRM solution tailored to your team’s specific needs, we provide <strong>sample data</strong> and a customized pipeline setup.</p>
<p style="text-align: justify">Sample data is a pre-configured set of sample records and information used to demonstrate a system’s features and functionality. It allows users to explore and test the system in a realistic but risk-free environment.</p>
<p style="text-align: justify">These features enhance your Pipedrive experience by streamlining processes, saving time and reducing effort, ultimately leading to a higher deal closure rate.</p>
<hr>
<h2 style="text-align: justify">Tailored setup<a name="tailored-setup"></a></h2>
<p style="text-align: justify">Understanding that not all customers possess extensive CRM knowledge, we aim to simplify the onboarding process.</p>
<p style="text-align: justify">Upon signing up, you’ll receive a brief questionnaire regarding your company size and industry to better understand your business needs.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/aae6b07ea028bee82be447dd012eabc9.png" alt=""></figure>
<p style="text-align: justify">Once you provide this information, we’ll configure Pipedrive to meet your specific requirements.</p>
<p style="text-align: justify">Additionally, we’ll include <strong>sample data</strong> for you to test and experiment with, allowing you to see how to use Pipedrive effectively. You can identify the sample data by the keyword <code>[Sample]</code> at the beginning of each deal, contact person, organization and activity.</p>
<p style="text-align: justify"> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2013.32.41.png" alt=""></figure>
<p style="text-align: justify">By clicking on the <strong>“Quick help”</strong> icon <strong>[?] </strong>at the top right, you can see the status of the sample data and other tips for helping you get started with Pipedrive.</p>
<p style="text-align: justify">Learn how Pipedrive data is organized in <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<h2 style="text-align: justify">Remove sample data<a name="remove-sample-data"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to <a href="https://support.pipedrive.com/article/global-user-management#global-permissions" target="_blank" rel="noreferrer noopener">global admins</a>.<br></div>
<p style="text-align: justify">After configuring your sales machine and becoming proficient with Pipedrive, you can remove the sample data.</p>
<p style="text-align: justify">There are three ways to do it:</p>
<ul><li>From the <strong>“Quick help”</strong> tab by clicking the <strong>[?] </strong>icon<strong> </strong>at the top right</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2014.57.35.png" alt=""></figure>
<ul><li>From the import page</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2015.00.49.png" alt=""></figure>
<ul><li>From the Insights section</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2015.03.47.png" alt=""></figure>
<p style="text-align: justify">After removing your sample data, you can create your own records directly on Pipedrive or <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import data from a spreadsheet</a>.</p>

Knowledge Base

Getting started

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