<div class="support-note primary">
Note: Importing data into Pipedrive is only available for admin users or regular users with the correct permission enabled.&nbsp;</div>
 You can easily import your data to Pipedrive from XLS, XLSX, and CSV spreadsheet files, allowing you to add <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">Deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">Organizations</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">People</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206759569">Products</a>, <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002748697">Notes</a>, and <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">Activities</a> all at the same time. Before getting started, we suggest looking at our article here on <a href="https://support.pipedrive.com/hc/en/articles/206770039" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206770039">How your data is organized</a> in Pipedrive. It's important to understand how the data you're importing will fit into the Pipedrive data structure.&nbsp; Not sure how to format your spreadsheet or want to get some practice with sample data? Download our sample spreadsheet <a href="https://support.pipedrive.com/hc/en/articles/360000582289-Does-Pipedrive-offer-sample-import-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000582289">here</a>.&nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Getting yourself ready for an import</a>
<a href="#C2IamCs">2: Mandatory fields</a>
<a href="#C3IamCs">3: Custom fields </a>
<a href="#C4IamCs">4: Initiating your import</a>
<a href="#C5IamCs">5: After your import </a>
<a href="#C6IamCs">6: How do I revert an import? </a>
</div>



<img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" data-uuid="y5HxrbuSNjtq5doAEL5r5U" data-v="4" data-type="inline">
If you are just getting started with Pipedrive, you can check out our Get started with the basics <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.

<hr>
<h2>
<a name="C1IamCs"></a>Getting yourself ready for an import</h2>
Before you import, you need to think about what kind of data you wish to add to Pipedrive, and format your spreadsheet accordingly.&nbsp;
<ul>
<li>Are you simply trying to import a list of Contacts (People and Organizations)?</li>
<li>Do you want to import Contacts, and create open Deals for each of those contacts?</li>
<li>Do you want to import Contacts, open Deals for them, and create Activities for all of those Deals as well?</li>
<li>Do you want to import Contacts, open Deals for them, create Activities, and attach Notes?</li>
<li>Or maybe you want to open a bunch of new Deals for Contacts that already exist in Pipedrive?</li>
</ul>
 Some spreadsheet formatting tips:&nbsp;
<ul>
<li>
Remove formulas— We recommend using a fresh spreadsheet without any formulas in the import process. If you have a spreadsheet that uses formulas or data-linking to generate the contents of a cell, we suggest copying the data in your spreadsheet and pasting it into a fresh sheet without the formulas.</li>
<li>
One tab per spreadsheet— Make sure your spreadsheet only has one tab containing data when importing. If your spreadsheet has more than one tab, you will need to copy and paste them to individual files and import them one file at a time.&nbsp;</li>
<li>
No special symbols— Make sure your spreadsheet doesn't have any symbols for numeric or monetary fields. For example, if you are importing a column for deal value, make sure that the cell just includes the number '1000' and not the symbol '$1000'.&nbsp;</li>
<li>
Spreadsheet size limit— While there is no maximum limit on the number of columns in the spreadsheet, the maximum file size is limited to 50mb, with a maximum limit of 50,000 rows within the spreadsheet.&nbsp;</li>
</ul>
<h2>&nbsp;</h2>
<hr>
<h2>
<a name="C2IamCs"></a>Mandatory fields</h2>
When importing data to Pipedrive from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. Each mandatory field will have to be on a separate column in your spreadsheet, and be mapped individually to the field that exists in Pipedrive.&nbsp;
<div class="support-note primary">
Note: If you don't import your data with the mandatory fields, no items will be created and a <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360014067837">skip file</a> will be generated.&nbsp;</div>

<table>
<tbody>
<tr>
<td>To import...</td>
<td>You need these mandatory fields...</td>
</tr>
<tr>
<td>Leads</td>
<td>
<ul>
<li>Lead title</li>
<li>Person name OR organization name</li>
</ul>
</td>
</tr>
<tr>
<td>Deals</td>
<td>
<ul>
<li>Any deal field</li>
<li>Person name OR organization name</li>
<li>(Deal title recommended)</li>
</ul>
</td>
</tr>
<tr>
<td>People</td>
<td>
<ul>
<li>Person name&nbsp;</li>
</ul>
<div class="support-note primary">
Note: email and phone recommended for avoiding duplicates&nbsp;</div>
</td>
</tr>
<tr>
<td>Organization&nbsp;</td>
<td>
<ul>
<li>Organization name</li>
</ul>
<div class="support-note primary">
Note: address recommended for avoiding duplicates&nbsp;</div>
</td>
</tr>
<tr>
<td>Products</td>
<td>
<ul>
<li>Product name</li>
</ul>
</td>
</tr>
<tr>
<td>Notes</td>
<td>
<ul>
<li>Content&nbsp;</li>
<li>Deal, contact, OR lead information</li>
</ul>
</td>
</tr>
<tr>
<td>Activities&nbsp;</td>
<td>
<ul>
<li>Any activity field</li>
</ul>
</td>
</tr>
</tbody>
</table>
 You can read more on mandatory fields for importing in <a href="https://support.pipedrive.com/hc/en/articles/360013870858" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013870858">this article</a>.&nbsp;

<hr>
<h2>
<a name="C3IamCs"></a>Custom fields&nbsp;</h2>
If you have additional data about your leads, deals, and contacts, you can also easily add them to your data in Pipedrive through the import. If the field does not exist in Pipedrive by default, we recommend adding the field as a custom field before importing any data, so that your data has somewhere to be mapped to.&nbsp;
For example, a contact person's 'job title' is not a default field in Pipedrive. In order to successfully include this information in your import, you will first have to create it as a custom field (we recommend text type or single option), before mapping this column to the newly created field.&nbsp;
You will also be able to create custom fields while mapping your fields during importing. You can learn more about custom fields in <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">this article</a>.&nbsp;
<h2>&nbsp;</h2>
<hr>
<h2>
<a name="C4IamCs"></a>Initiating your import</h2>
Once you understand how Pipedrive data works and formatted your spreadsheet properly, you can start your import.&nbsp; Step 1: Upload your file
Go to&nbsp;"..." (More)&gt; Import data &gt;&nbsp;<a href="/settings/import#/from-file/upload">From a spreadsheet.</a>&nbsp;Click&nbsp;Upload file&nbsp;and select the file that you intend to import. Pipedrive supports Excel (.xls and .xlsx) and .csv files. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.19.09_PM.png" alt="Screen_Shot_2021-01-07_at_4.19.09_PM.png" width="918" height="354">

Step 2: Mapping
In order to import your data to Pipedrive correctly, you will need to map each column in your spreadsheet with the relevant icon and field in the mapping step. You can hover over the icon to see what type of data it refers to in Pipedrive.&nbsp;
The auto-recognition feature will automatically match the column header to the fields in Pipedrive, but if any of the fields were not recognized, you will need to drag the Pipedrive fields (right) to their appropriate spreadsheet columns (left). You can search for the Pipedrive field name to find them more easily.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-07_at_16-30-52.gif" alt="Screen_Capture_on_2021-01-07_at_16-30-52.gif" width="926" height="487">
 If you have data in your spreadsheet that does not exist as a default field in Pipedrive, you can click on the&nbsp;+Add custom fields&nbsp;button found next to your Pipedrive data fields to add <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a> directly.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.32.26_PM.png" alt="Screen_Shot_2021-01-07_at_4.32.26_PM.png" width="501" height="419"> 
<div class="support-sections">Mapping can be tricky, so we have created additional guides to help you in this step. You can learn more about mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013406278">this article</a>, and advanced mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013450177">this article</a>.&nbsp;</div>
 Once you are finished mapping, click on&nbsp;Next.
 Step 3: Preview and finish
In the next window, you can choose what to do if duplicates are found in your spreadsheet. If Pipedrive detects a duplicate record in your spreadsheet or in your Pipedrive data, it will consolidate this into one entry. You can learn more about how Pipedrive detects duplicates during importing in <a href="https://support.pipedrive.com/hc/en/articles/208048865" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208048865">this article</a>.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.35.11_PM.png" alt="Screen_Shot_2021-01-07_at_4.35.11_PM.png" width="849" height="313">
You can also review the mapping once you've done this step. This page shows you how your data will appear after the import is complete.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2018-02-21_at_4.11.31_PM.png" alt="Screen_Shot_2018-02-21_at_4.11.31_PM.png" width="882" height="496"> Once you've previewed your import, go ahead and select&nbsp;Start import.

<hr>
<h2>
<a name="C5IamCs"></a>After your import&nbsp;</h2>
After your import, you will see a confirmation page with an overview of the data that was imported into your Pipedrive account.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/after_import.png" alt="after_import.png">
 What is a "skip file"?
If there were items in your spreadsheet that were not imported correctly, Pipedrive will put together a skip file, which includes the row where the complication occurred and the reason why.
For example, if you were to import a list of People, and didn't include a mandatory field (e.g. Person name), this row of information will be skipped. Pipedrive will then take that row, and organize it in a Skip File.
You can download the&nbsp;Skip File&nbsp;at any time to review these errors. You can even make the changes that you need directly in this spreadsheet, and then import the Skip File&nbsp;into Pipedrive to complete your import. This makes it very easy to ensure all of your data makes it into the system. <img src="https://kb-cms.pipedriveassets.com/Skip_file_image__1_.png" alt="Skip_file_image__1_.png">
Your skip file will look like this: <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.26.09.png" alt="Screenshot_2020-10-07_at_16.26.09.png" width="1106" height="98">
You can learn more about why your data was skipped in <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360014067837">this article</a>.&nbsp; 
<hr>
<h2>
<a name="C6IamCs"></a>How do I revert an import?</h2>
<div class="support-note primary">
Note:&nbsp;Only admin users are able to revert an import.</div>
 Once your spreadsheet has been imported, it can be reverted within 48 hours of its initial import with the&nbsp;Revert&nbsp;button provided in your&nbsp;Import History.
If that&nbsp;Revert&nbsp;button is not available,&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">let our support team know</a> and they would be happy to assist you. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2018-02-21_at_4.18.00_PM.png" alt="Screen_Shot_2018-02-21_at_4.18.00_PM.png" width="808" height="241">

Importing data into Pipedrive with spreadsheets

<div class="support-note primary">
Note:&nbsp;This action is only available to Admin Users.</div>
 Pipedrive comes with a basic sales pipeline that outlines a simple but popular sales flow. As deals move through these stages, you're given a clear visual overview of where your leads are in the sales process. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_3.25.22_PM.png" alt="Screen_Shot_2019-06-25_at_3.25.22_PM.png" width="820" height="34"> These stages will suit most people quite well, but it doesn't mean you have to stick with them. In Pipedrive, you can customize how many stages are in your pipeline, as well as the titles of those stages; ergo, customizing your pipeline to&nbsp;fit your business model.
<div class="support-note primary">
Note: You can also set up multiple pipelines with their own unique sets of stages. To learn more about multiple pipelines, click <a href="https://support.pipedrive.com/hc/en/articles/207345085-Multiple-pipelines-why-you-should-or-should-not-use-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207345085">here</a>. &nbsp;</div>
 Tips on how to come up with stages for your company
<ul>
<li>
Use the past indefinite tense To make sure everyone within your team understands all stages the same way, make sure you use past indefinite tense when creating new names. For example, use Meeting Agreed instead of just Meeting — otherwise it's difficult to understand when exactly you should drag the deal to that stage.</li>
</ul>
<ul>
<li>
Create stages that correspond to the customers' buying process Think from the customer's point of view - what would their buying process look like? What has to happen in order for them to buy from you? That is usually the best way to outline your own selling process.</li>
</ul>
<ul>
<li>
Revise your sales stages later ​Feel free to revise your sales stages every now and then. It might take weeks before someone feels entirely comfortable with a freshly described process. The main idea is to help yourself organize sales, not to make things more complicated. So, if some of the stages seem to be confusing then rename them, delete them or add new ones to be clear, what is happening inside your sales pipeline. &nbsp;</li>
</ul>
How to edit your pipeline stages
Go to the&nbsp;Pipeline View and click the "pencil" icon to the right of the pipeline name.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-19_at_4.39.59_PM.png" alt="Screen_Shot_2019-07-19_at_4.39.59_PM.png" width="500" height="306"> From here, you can edit any stage attributes, as well as add, delete, or reorder stages. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-19_at_4.44.22_PM.png" alt="Screen_Shot_2019-07-19_at_4.44.22_PM.png" width="601" height="363">
 If you have multiple pipelines, you can also reorder your pipelines here. To do so, click and drag the tab with the pipeline name and move it to the order that you'd prefer it to be in the list of pipelines.

How can I customize my pipeline stages?

Organizing your leads, deals, contact people, organizations, activities, and emails are essential to your sales process. Pipedrive helps you to organize all of your items while allowing you to link them together for better visibility.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Leads</a>
<a href="#C2IamCs">2: Deals</a>
<a href="#C3IamCs">3: People (Contacts)</a>
<a href="#C4IamCs">4: Organizations (Contacts)</a>
<a href="#C5IamCs">5: Activities</a>
<a href="#C6IamCs">6: Mail</a>
</div>

<img class="vidyard-player-embed" src="https://play.vidyard.com/qsnmyoYU9MRe9gJG3KwZaw.jpg" data-uuid="qsnmyoYU9MRe9gJG3KwZaw" data-v="4" data-type="inline">
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our Get started with the basics <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>

<hr>
<h2>
<a name="C1IamCs"></a>Leads</h2>
<h2><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.12_PM__1_.png" alt="Screen_Shot_2020-07-09_at_2.28.12_PM__1_.png" width="300" height="482"></h2>
At the beginning of your sales process, you may have potential deals sitting in your pipeline that you are not ready to start working on yet.
Pipedrive's&nbsp;Leads&nbsp;inbox is a separate inbox to keep your prequalified Leads in before they become&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>.&nbsp;Once you decide which Leads can be qualified, you can easily convert them to deals&nbsp;and&nbsp;add them directly into your pipeline.&nbsp; You can read more information about our Leads inbox in this <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">article</a>.
<ul>
<li>
You can add leads by spreadsheet import, by clicking the Add lead button, or via&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Leadbooster.&nbsp;</a>You can read more about how to add new leads&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360002295337-How-can-I-add-Leads-to-my-Leads-inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002295337">here</a>.
</li>
<li>When adding a Lead through the Add Lead dialog, all fields are optional except either the Organization name or the Person name.</li>
<li>The order of the Leads in your Leads inbox is determined by the activity status of each Lead with Leads needing the most urgent attention at the top and lowest urgency at the bottom.</li>
<li>When you've qualified the lead and are ready to pursue it as a deal in your pipeline, you can click&nbsp;Convert to deal. This will bring you to a new dialog, where you can define the pipeline, visibility, and value of your new deal.&nbsp;</li>
</ul>

<hr>
<h2>
<a name="C2IamCs"></a>Deals <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.25_PM.png" alt="Screen_Shot_2020-07-09_at_2.28.25_PM.png" width="300" height="450">
</h2>
 The ongoing transaction you are pursuing with a Person or Organization in Pipedrive is tracked as a deal, which is processed through the stages of your <a href="https://support.pipedrive.com/hc/en/articles/360000106229" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106229">pipeline</a> until it is either Won&nbsp;or Lost.
In Pipedrive, deals contain all of the actions taken towards the closing of a sale.&nbsp;Deals&nbsp;will also pull all information from the Person or Organization that they are 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" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">article</a>,&nbsp;you can read more about Deals in Pipedrive.
<ul>
<li>Deals&nbsp;can be associated with a&nbsp;Person and/or an Organization.</li>
<li>Deals&nbsp;track all events and movements that take place throughout your sales process.</li>
<li>Since a&nbsp;Deal&nbsp;is connected to a contact, any actions you perform on the&nbsp;Deal&nbsp;will also be associated with the&nbsp;Person/Organization&nbsp;related to it.</li>
<li>Deals can be&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from 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" data-type="zendeskArticle" data-language="en" data-zendesk-id="207435039">Progress</a> in your account.</li>
</ul>

<hr>
<h2>
<a name="C3IamCs"></a>People (Contacts)</h2>
<h2><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.39.16_PM.png" alt="Screen_Shot_2020-07-09_at_2.39.16_PM.png" width="300" height="480"></h2>
 <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">People contacts</a> are the specific customers that you are selling to from Pipedrive. 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" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">Detail View</a> of that Person.
<ul>
<li>People contacts can be linked to one Organization.</li>
<li>They can have multiple&nbsp;Deals&nbsp;open for them at the same time.</li>
<li>Your people contacts can be synced with your&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">contact provider</a>,&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>

<hr>
<h2>
<a name="C4IamCs"></a>Organizations (Contacts)</h2>
<h2><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_10.09.03.png" alt="Screenshot_2020-09-01_at_10.09.03.png" width="300" height="456"></h2>
 <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">Organizations</a> are usually the companies that contact people work at.&nbsp;All of the People&nbsp;related to an&nbsp;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" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002748697">Notes</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">Activities</a> linked to any&nbsp;People or Deals&nbsp;related to the&nbsp;Organization.&nbsp;
<ul>
<li>Organizations contain information like a mailing address or industry information.</li>
<li>You can link multiple People to your Organizations.</li>
<li>They can have multiple&nbsp;Deals&nbsp;open for an Organization</li>
<li>Organizations can be synced with your&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">contact provider</a>,&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>


<hr>
<h2>
<a name="C5IamCs"></a>Activities</h2>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.53_PM.png" alt="Screen_Shot_2020-07-09_at_2.28.53_PM.png" width="300" height="492"> An activity represents any action on your part towards the closing of 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&nbsp;Person, Organization, or a Deal. You can read <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">this article</a> for more information on Activities in Pipedrive.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.34.26.png" alt="Screenshot_2020-06-05_at_12.34.26.png" width="700" height="343">
<ul>
<li>Your activities&nbsp;can be <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">synced with several calendar providers</a>.</li>
<li>Activities can be associated with both a&nbsp;Person and an Organization.</li>
<li>Associating an Activity with a&nbsp;Deal&nbsp;will also associate the Activity with the Deal's assigned Person and/or Organization.</li>
<li>Activities can be&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>

<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.32.22.png" alt="Screenshot_2020-06-05_at_12.32.22.png">

<hr>
<h2>
<a name="C6IamCs"></a>&nbsp;Mail</h2>
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_10.10.56.png" alt="Screenshot_2020-09-01_at_10.10.56.png" width="300" height="544"> The Mail tab of your Pipedrive account holds all emails that you decide to keep a record of in Pipedrive. Your mail is tracked along with your&nbsp;People&nbsp;and Deals through Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">Email Sync</a>&nbsp;if you are on the advanced, professional, or enterprise plans.&nbsp; On our essential plan you can use Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360000015825-Smart-Email-BCC" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000015825">Smart Email BCC</a>.
<ul>
<li>If the Person you have emailed exists in Pipedrive, the email will be associated with them. If the Person does not exist yet in Pipedrive,&nbsp;the email will create a new&nbsp;Person&nbsp;and link that email thread to them.</li>
<li>Replies from your contacts will be forwarded to your Pipedrive Mailbox, and Pipedrive will document them in the same email thread as a reply from the customer.</li>
<li>Attachments in emails are available everywhere the email is associated and are also available in the&nbsp;Files&nbsp;tab of any detail page.</li>
<li>If a&nbsp;Deal&nbsp;is open for the contact who the email has been sent to, Pipedrive will associate the email thread with the&nbsp;Person&nbsp;as well as the open&nbsp;Deal.</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.13.50.png" alt="Screenshot_2020-06-05_at_12.13.50.png">

<div class="support-note primary">
Note:&nbsp;If multiple deals are open for a&nbsp;Person&nbsp;who has been sent an email, Pipedrive will provide a list of all open deals for that&nbsp;Person, and allow you to choose which deal to associate to the email.</div>

How is Pipedrive data organized?

If you have started using Pipedrive and want to get your coworkers in on the action too, you can invite them to join you in working in your Pipedrive company account.
<div class="support-note primary">
Note: This action is only available to Admin Users.</div>

<img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" data-uuid="tQhMux1M6ZKfAt7WBKXiZS" data-v="4" data-type="inline">
<div class="support-note primary">If you are just getting started with Pipedrive, you can check out our&nbsp;Get your team on board <a href="https://www.pipedrive.com/en/academy/courses/get-your-team-on-board?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>
 To invite new users:
<ul>
<li>Go to&nbsp;Settings&nbsp;&gt; Manage Users &gt; <a href="/settings/users">Users.</a>
</li>
<li>From here, you can add other people to your account by clicking the&nbsp;+&nbsp;Add Users&nbsp;button, found on the right side of the screen. The&nbsp;Add users&nbsp;box will then open.</li>
<li>Enter the email address, of the person you wish to join you in your company Pipedrive account, and click Preview.</li>
<li>You will then see a breakdown of the cost of adding your new user.&nbsp; Click&nbsp;Send invites&nbsp;to send the invitation email to your new users.</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-07-09_at_16-09-42.gif" alt="Screen_Capture_on_2020-07-09_at_16-09-42.gif" width="911" height="545">
To add&nbsp;multiple users you can add their email addresses separated by commas and then click&nbsp;Preview.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-18_at_15.24.40.png" alt="Screenshot_2020-06-18_at_15.24.40.png">
If you invite a user and they have not accepted your invitation yet, the invitation&nbsp;can be canceled.&nbsp;Under&nbsp;Users select&nbsp;Invited and you will then have the option to&nbsp;Cancel invite.
<img src="https://kb-cms.pipedriveassets.com/cancel_invite.png" alt="cancel_invite.png">
 If your invited users have never signed up for Pipedrive before they will receive an invitation email from Pipedrive. This email link will allow them to set their own password, and sign into the company Pipedrive account that you have invited them to join.&nbsp; If your invited users have signed up for Pipedrive before, and are still members of another Pipedrive account they will receive an email notification that they have been added to your account. They will simply use the same login credentials they have already set and will be able to switch between the companies by simply using the&nbsp;Switch company&nbsp;option in the upper right corner of the app.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_4.10.58_PM.png" alt="Screen_Shot_2020-07-09_at_4.10.58_PM.png" width="300" height="275">
<div class="support-note primary">
Note: Pipedrive is billed by the number of active seats in the company Pipedrive account. Adding a user will increase the cost of your Pipedrive subscription if doing so increases the number of seats in the account.</div>

How can I add a user?

What features do the Pipedrive plans have?

<div class="support-note primary">
Note:&nbsp;The&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">Email Sync</a>&nbsp;feature is one of the many useful features of Pipedrive’s&nbsp;Advanced, Professional, and Enterprise&nbsp;plans. To learn how to switch plans, click&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005977469">here</a>.</div>

<div class="support-sections">
Sections
<a href="#C1IamCs">1: Setting up your Email Sync</a>
<a href="#C2IamCs">2: Choosing which emails to sync over from your Email Provider&nbsp;</a>&nbsp;
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Setting up your Email Sync&nbsp;</h2>
<ul>
<li>Go to Personal Preferences&nbsp;&gt; <a href="/settings/personal/email-sync">Email sync.</a>
</li>
<li>Click the Add new account button.</li>
<li>You will be directed to a new webpage and prompted to provide the login credentials of the account you want to sync to Pipedrive.</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-09-01_at_3.50.39_PM.png" alt="Screen_Shot_2020-09-01_at_3.50.39_PM.png" width="1100" height="687"> If you are asked to provide your IMAP and SMTP port information, we suggest learning more <a href="https://support.pipedrive.com/hc/en/articles/115005574349" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005574349">here</a>. Once connected, you will be asked to specify which emails should be synced to Pipedrive.&nbsp;

<hr>
<h2>
<a name="C2IamCs"></a>Choosing which emails to sync over from your Email Provider&nbsp;</h2>
<div class="support-note primary">
Note: These options are only available when the Email Sync is first initialized — so choose carefully.</div>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-03_at_11.00.26_AM.png" alt="Screen_Shot_2019-06-03_at_11.00.26_AM.png" width="598" height="650"> SYNC EMAILS WITH This is the setting for all future emails synced over to your Pipedrive inbox.
<ul>
<li>
All emails will be synced with Pipedrive Every email in the account — both incoming and sent — will be synced to Pipedrive.</li>
<li>
Only emails with certain labels will be synced with Pipedrive When chosen, this will let you choose from the labels in your synced email address, and choose which to sync to your Pipedrive account.&nbsp;</li>
</ul>
 SYNC STARTING FROM This will be the setting for when to start syncing&nbsp;emails over to your Pipedrive inbox.&nbsp;
<ul>
<li>If Now&nbsp;is chosen, no historical emails will be synced, but any emails going forward will be synced.&nbsp;</li>
<li>If 1 month, 3 months, or 6 months&nbsp;is chosen as the starting point your past sync, you will be given the option to sync over emails from either 'All People', or from 'Pipedrive Contacts only'.&nbsp;</li>
</ul>
 SYNC PAST EMAILS SENT AND RECEIVED FROM This option will only show up if you selected '1 month', '3 months', or '6 months' as the starting point under the 'Sync Starting from' option.&nbsp;
<ul>
<li>
Pipedrive contacts only This option will sync over all emails that have an email address associated with a Pipedrive contact that already exists in your Pipedrive account. Syncing over emails from 'Pipedrive contacts only' is only an option for setting up the initial&nbsp;past sync.&nbsp;For emails going forward and any re-syncs, you will only be able to sync all emails or emails under certain labels.&nbsp;</li>
<li>
All people This option will sync over all emails from all of your contacts, regardless if they already have a linked Pipedrive contact.&nbsp;</li>
</ul>
&nbsp; Click the&nbsp;Start syncing&nbsp;button to begin the syncing process!
<div class="support-note primary">
Note: Emails will begin syncing into your account immediately, but may take some time to finish depending on the expected volume.&nbsp;</div>

How can I set up the Email Sync?

<div class="support-note primary">
Note: This action is only available to Admin Users, or to users in a <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478">Permission Set</a> with the appropriate permissions enabled. 
</div>
 Pipedrive comes with a highly customizable approach to managing your sales process. Your deals, contacts, and products already come with the default fields needed to manage your data, but if you need to add fields specific to your company's needs, it can be created as a Custom Field. 
With a custom field, you will not only have the means to document specific information needed to customize your data but also be able to organize and <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">filter</a> based on these fields in Pipedrive. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Adding Custom Fields</a>
<a href="#C2IamCs">2: Viewing custom fields </a>
<a href="#C3IamCs">3: Updating custom fields</a>
</div>
 <img class="vidyard-player-embed" src="https://play.vidyard.com/TvK6MxhBiQsy48kFJ5Njnh.jpg" data-uuid="TvK6MxhBiQsy48kFJ5Njnh" data-v="4" data-type="inline">
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our Get started with the basics <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>

<hr>
<h2>
<a name="C1IamCs"></a> Adding custom fields </h2>
You can add a custom field by going to Settings &gt; Company &gt; <a href="/settings/fields?type=DEAL">Data fields</a>, and clicking on Add custom field. The field can be added under <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">people</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">organizations</a>, or <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206759569">products</a>. 
<img src="https://kb-cms.pipedriveassets.com/data_fields.png" alt="data_fields.png" width="700" height="489">
<div class="support-note primary">
Note: Not sure where to add your custom field? Learn more about how your data is organized <a href="https://support.pipedrive.com/hc/en/articles/206770039-How-your-data-is-organized" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206770039">here</a>.</div>
 In the window that appears, name the field and select the type of field you wish to create. Pipedrive offers a variety of custom field types that can easily be customized according to the information you need for your data. You can learn about the types of custom fields available in <a href="https://support.pipedrive.com/hc/en/articles/115005197725" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005197725">this article</a>. 
<img src="https://kb-cms.pipedriveassets.com/field_type.png" alt="field_type.png" width="600" height="349">

Field properties
When adding a custom field, you will see the option to choose how the field is displayed in Pipedrive. 
<ul>
<li>
Always visible in deal/person/organization/product detail view Checking this option will cause the custom field to always appear in the item's detail view, regardless if there is a value added or not. The field will always appear in the detail view if there is a value added. </li>
<li>
Appears in "add deal/person/organization/product" view Checking this option will cause the custom field to appear in that item's "add new" dialog. </li>
<li>
Important fields Here you can mark a field as "important" in all or specific pipelines and stages. You can read more about important fields in <a href="https://support.pipedrive.com/hc/en/articles/360000943585-Important-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000943585">this article</a>. 
</li>
</ul>

Where else can I add custom fields? 
Custom fields can also be added in the Detail View of an item by going to Details &gt; Customize fields &gt; +Add a new field. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-04-20_at_09-42-49.gif" alt="Screen_Capture_on_2020-04-20_at_09-42-49.gif" width="700" height="680">

<hr>
<h2>
<a name="C2IamCs"></a>Viewing your custom fields </h2>
Once the custom field has been created, you can add, view, or delete custom field values in the following places within Pipedrive. 
 In the Detail View
<ul>
<li>When in the Detail View, any custom fields can be found in the DETAILS section. <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-04-20_at_09.46.08.png" alt="Screenshot_2020-04-20_at_09.46.08.png" width="297" height="331"> </li>
</ul>
In the List View
<ul>
<li>Click on the gear icon to the right of the table, and select the custom field from the list of fields in the Choose columns function. Click Save to make that custom field column visible in the List View <img src="https://kb-cms.pipedriveassets.com/lidt_view.png" alt="lidt_view.png" width="699" height="406">
</li>
</ul>

In the Add New Dialog
<ul>
<li>If the Show In Add New Dialogue option is marked to Yes, the custom field will appear in the Add new deal / Add new person / Add new organization modal. <img src="https://kb-cms.pipedriveassets.com/add_deal.png" alt="Add_deal.png" width="600" height="629">
</li>
</ul>

In the Import function
<ul>
<li>When importing a spreadsheet into Pipedrive, your custom fields can be mapped to columns in your spreadsheet. You can read more about importing <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">in this article</a>. <img src="https://kb-cms.pipedriveassets.com/import.png" alt="import.png" width="701" height="265">
</li>
</ul>

<hr>
<h2>
<a name="C3IamCs"></a>Updating your custom fields</h2>
To make changes to your custom fields, go to Settings &gt; Company &gt; <a href="/settings/fields">Data fields</a>, and click on the '...' button next to your custom field. 
<ul>
<li>
Edit You can change the custom field name, field properties, and important fields for your custom field at any time. The type of custom field cannot be changed once it has been created.</li>
<li>
Delete Deleting your custom field will delete the field and all of it's existing data from your Pipedrive account.</li>
<li>
Copy API key You can easily copy your custom field's API key. For more information on how to use the API, you can look at our <a href="https://pipedrive.readme.io/docs" target="_blank">API documentation</a>. </li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Data_field_edit.png" alt="Data_field_edit.png" width="599" height="413">

Custom Fields

Homepage

<div class="support-note primary">
Note:&nbsp;Caller&nbsp;is one of the many useful features of Pipedrive’s&nbsp;Professional and Enterprise plans.&nbsp;Caller is not supported on Safari. For the best experience, we recommend using Chrome or Firefox as your default browser when using Pipedrive.&nbsp;</div>
 For salespeople, an efficient calling workflow is essential for saving time and reaching targets.&nbsp;With Pipedrive's built-in Caller feature, you will be able to directly click and make calls to your customers without leaving the Pipedrive web-app, as&nbsp;well as automatically log all of the calls as <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a> for effortless reporting.&nbsp;
<img class="vidyard-player-embed" src="https://play.vidyard.com/UWTbBrn2v84ZEtQBa4HAcE.jpg" data-uuid="f4hV2XKQJqF8dfK87kqgeC" data-v="4" data-type="inline">
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Setting up the Caller</a>
<a href="#C2IamCs">2: Before the call </a>
<a href="#C3IamCs">3: During the call</a>
<a href="#C4IamCs">3: After the call </a>
</div>
 &nbsp;
<hr>
<h2>
<a name="C1IamCs"></a>Setting up the Caller</h2>
<div class="support-note primary">
Note:&nbsp;Caller&nbsp;can only be configured by admin users, but regular users can set up their personal calling settings.&nbsp;
</div>
 To set up the Caller for your company account, you can go to Tools and apps &gt; <a href="/settings/caller">Calling</a>. Here, you can set up Company, Users, and Personal&nbsp;calling settings.&nbsp;
<ul>
<li>
Company—&nbsp;Manage calling credit and calling settings for your company Pipedrive account</li>
<li>
Users—&nbsp;Enable Caller permission for users in your company</li>
<li>
Personal—&nbsp;Set up your personal calling settings and connect your number with Caller. You will be asked to verify your phone number through a validation call.&nbsp;</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-15_at_11.24.50_AM.png" alt="Screen_Shot_2019-07-15_at_11.24.50_AM.png" width="603" height="118">
You can learn more about how to configure your Caller in <a href="https://support.pipedrive.com/hc/en/articles/360002015077" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002015077">this article</a>. 
<div class="support-note primary">
Note:&nbsp;Users in Saudi Arabia have some limitations using the Caller feature, such as not being able to make calls to Saudi Arabia from Saudi Arabia. For more information on these limitations, please read <a href="https://www.twilio.com/guidelines/sa/sms" target="_blank">these guidelines</a>.</div>

<hr>
<h2>
<a name="C2IamCs"></a>Before the call</h2>
Once your number has been connected to Caller and verified, you can begin calling. To initiate calling in your Pipedrive account, you&nbsp;can click on any phone number in any <a href="https://support.pipedrive.com/hc/en/articles/360000146149-List-View" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000146149">List view</a> or <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">Detail view</a>. 
<div class="support-note primary">
Note: If you have not connected and validated your phone number yet, you will be prompted to do so.&nbsp;</div>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-12_at_4.24.58_PM.png" alt="Screen_Shot_2020-02-12_at_4.24.58_PM.png" width="599" height="367">
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-12_at_3.43.31_PM.png" alt="Screen_Shot_2020-02-12_at_3.43.31_PM.png" width="601" height="320">


<hr>
<h2>
<a name="C3IamCs"></a>During the Call</h2>
Once you've clicked on a listed phone number, you will see a window open that will allow you to adjust the country code, phone number, calling method and call from options of your phone call.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-11_at_5.06.29_PM.png" alt="Screen_Shot_2020-02-11_at_5.06.29_PM.png" width="601" height="411">
<ul>
<li>
Calling method—&nbsp;You can choose to call with your computer if you have another calling integration set up or call with the Caller feature. If you choose to call with the Caller feature, you can either call directly from the Pipedrive web-app or transfer the call to your mobile device.&nbsp;
</li>
<li>
Call from—&nbsp;If you have more than one phone number linked to your personal account, you will have the option to choose the one you want to call from. You can add multiple phone numbers to your account by going to Settings &gt; Calling &gt; Personal &gt; <a href="/settings/caller">Connected numbers</a>.&nbsp;</li>
</ul>
 When the call settings have been adjusted accordingly, you can hit the Start call button to initiate the call.&nbsp;
<div class="support-note primary">
Note: You will have to allow Pipedrive to use your device’s microphone if you have not already done so.&nbsp;
</div>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-12_at_2.56.32_PM.png" alt="Screen_Shot_2020-02-12_at_2.56.32_PM.png" width="599" height="126">
When the call has connected a notes panel will appear for you to leave notes during your phone call.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-12_at_2.56.39_PM.png" alt="Screen_Shot_2020-02-12_at_2.56.39_PM.png" width="602" height="166">

<hr>
<h2>
<a name="C4IamCs"></a>After the call&nbsp;</h2>
After the call has ended, you will be prompted to choose from a list of call outcomes and what to log your call as. 
<ul>
<li>Call outcome—&nbsp;The results of your call. The call outcome options can be set up by an Admin user under Settings &gt; Calling &gt; Calling outcomes.&nbsp;</li>
<li>
Log call as—&nbsp;Assigns an activity subject to the logged call.&nbsp;You will be able to log your call as either a new activity or as a preexisting activity planned for that contact person.&nbsp;
</li>
</ul>
 If you want to be prompted with a new activity window after logging the current call, you can check off Schedule a follow-up activity.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-12_at_3.43.04_PM.png" alt="Screen_Shot_2019-07-12_at_3.43.04_PM.png" width="500" height="342">
 Where can I see my logged calls?&nbsp;
The saved call will be logged as an activity under the contact person and will always be marked as done. From the contact detail page, you can listen to the recording of the call if call recording was enabled, and also download the recording as an audio file by clicking on the '...' button next to the recording.&nbsp;
<div class="support-note primary">Note: Call recording and downloading can be enabled by an Admin user under Settings &gt; Tools and Integrations &gt; Caller &gt; Company &gt; <a href="/settings/caller">Call Recording</a>.&nbsp;</div>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-12_at_2.25.32_PM.png" alt="Screen_Shot_2019-07-12_at_2.25.32_PM.png" width="600" height="319">

The calls made through the Caller will behave like normal activities for reporting purposes. You can read more about reporting with our Insights feature in <a href="https://support.pipedrive.com/hc/en/articles/207435039-Reports" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207435039">this article</a>.&nbsp;

Caller

<div class="support-note primary">
Note:&nbsp;The&nbsp;Workflow Automation&nbsp;feature is one of the useful features of Pipedrive’s&nbsp;Advanced,&nbsp;Professional, and Enterprise plans.</div>

<img class="vidyard-player-embed" src="https://play.vidyard.com/kXfeyknb73U6TqdbaDgbXA.jpg" data-uuid="kXfeyknb73U6TqdbaDgbXA" data-v="4" data-type="inline">
<div class="support-note primary">If you are just getting started with Pipedrive, you can check out our&nbsp;Automate manual work and save time <a href="https://www.pipedrive.com/en/academy/courses/automate-manual-work-and-save-time?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>
 If you find yourself repeating the same administrative tasks in Pipedrive — scheduling the same activity after a deal has been moved to a specific stage in your pipeline — then it might be in your company's interest to automate those tasks, so you can concentrate on the important things that make your business thrive. If you are considering using the Workflow Automation feature to send emails to your contacts, we suggest reading more <a href="https://support.pipedrive.com/hc/en/articles/360000749377" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000749377">here</a> about how to do so.
To access the Workflow Automation feature, click on the "..." (more) tab &gt; Workflow Automation.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-31_at_2.53.40_PM.png" alt="Screen_Shot_2020-08-31_at_2.53.40_PM.png" width="300" height="591">

<div class="support-note primary">
Note: Only Admin Users in Pipedrive may create workflows, unless that permission has been enabled for other users' permission set in the company Pipedrive account. To learn more about permission sets in Pipedrive, click <a href="https://support.pipedrive.com/hc/en/articles/360000309478" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478">here</a>.</div>
 To begin creating a workflow, click the New workflow button, found to the upper-right of the Workflow Automation page in the Pipedrive app. Once clicked, provide a name (and description, if helpful) for your intended workflow — don't worry, this name can be edited later — and click Start.
<div class="support-note primary">
Note:&nbsp;The automation name can be up to 120 characters long.</div>
 Once begun, you will see a page for your automation, mapped vertically to display the programmed steps of your automation. An automation in Pipedrive is made up of two parts — a trigger event and an action event.
<ul>
<li>The trigger event is the "if" portion of an if-then equation: before the automation occurs, this programmed action needs to occur. This can be the creation, updating, or deletion of a person, organization, activity, or deal in Pipedrive.</li>
<li>The action event is the "then" part of an if-then equation: once the trigger event has occurred, this is the action you wish to take place. This can be the creation, updating, or deletion of a person, organization, activity, or deal in Pipedrive, or the sending of an email from the email address synced to your Pipedrive account.</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/eng_workflow_2.png" alt="eng_workflow_2.png" width="701" height="215">
How you design your workflow is up to your company's needs, of course, but the Workflow Automation feature can be used to the following things:
<ul>
<li>When a deal is created in the first stage of your pipeline, send a templated introductory email to the email address of the person associated with the deal.</li>
<li>When a new person contact is added to Pipedrive, create a deal and associate it with that person, so make sure every person is monitored in your pipeline.</li>
<li>When an activity is marked as done, automatically schedule the next activity for that deal and person.</li>
<li>When a new person contact is created in Pipedrive, create an activity to call that person, assigned to the owner of that new person contact.</li>
</ul>
 To begin designing your automation, click the Configure button. When configuring your trigger, you can choose between four options — Person, Organization, Lead,&nbsp; Deal, and Activity — with three options of what event relating to that item will trigger the automation — creation, updating, or deletion. Once you've chosen the trigger type and the trigger event, click the Apply button. <img src="https://kb-cms.pipedriveassets.com/Screenshot_2021-01-20_at_10.06.04.png" alt="Screenshot_2021-01-20_at_10.06.04.png" width="698" height="362"> With the trigger event in place, you will need to define the action event. When defining your action event, you can choose between five options — Person, Organization,&nbsp;Lead, Deal, Activity, and Email&nbsp;— and are able to choose action types that are specific to each option.
<div class="support-note primary">
Note: When choosing to send an email as an action event in your automation, the action event will only be able to use the email address synced to Pipedrive via the Email Sync feature. No other email address or account can be used for the purposes of automation.</div>

<div class="support-note primary">
Note: To learn how to automate Slack notifications with the Workflow Automation feature, click <a href="https://support.pipedrive.com/hc/en/articles/360002426038" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002426038">here</a>.&nbsp;</div>
 If you wish to provide any extra steps — either in the middle or at the end of your workflow — click the + icon in either spot to add that information.
<div class="support-note primary">
Note: If you set a trigger to create an activity and do not set a date for that activity action, it will be set for the same day as the activity action. To schedule an activity to be due in the future, choose options like 'In one day' or 'next Tuesday' for due dates that are relative to when the action was triggered.</div>
 Adding extra information in the middle of the workflow will provide further trigger conditions prior to activating the event action. Adding further actions at the end of the workflow will add further actions that result when the trigger event occurs. Depending on the nature of your workflow, you may wish for it to be triggered only by yourself, or you may wish for it to be triggered by any user in the Pipedrive account. To specify which is allowed to trigger this automation, check the option in the bottom left of the workflow, and specify which option you would prefer. <img src="https://kb-cms.pipedriveassets.com/triggered_by.png" alt="triggered_by.png" width="599" height="224"> Once you have made all of your choices and designed your workflow, click the Save button to finalize your automation. <img src="https://kb-cms.pipedriveassets.com/eng_workflow_5.png" alt="eng_workflow_5.png" width="699" height="478"> Once you have saved your workflow, all of your workflows will be listed on the Workflow Automation page within the Pipedrive app. You may also view all of your created workflows, along with the workflows that have been created for the entire company Pipedrive account. <img src="https://kb-cms.pipedriveassets.com/wa5.png" alt="wa5.png" width="701" height="257"> You may edit, delete, or mark workflows as active or inactive. If a workflow is marked as inactive, the trigger and action functions will not occur. Inactive workflows are greyed out, to allow you to quickly understand which automations are currently active in your Pipedrive account.
<div class="support-note primary">
Note: Importing data into your Pipedrive account does not trigger any actions within Workflow Automation, even ones associated with the creation or updating of information in the Pipedrive account.</div>

Workflow Automation

<div class="support-note primary">
Note:&nbsp;The&nbsp;Scheduler&nbsp;feature is available in all of Pipedrive's plans. Pipedrive's&nbsp;Essential and Advanced plan users are limited to one 'General availability' link, while Professional and Enterprise plan users can create unlimited links.&nbsp;</div>
 Half of the battle sales is finding the right time to have meaningful conversations with your customers. Pipedrive's&nbsp;Scheduler&nbsp;tool is a great way to keep in touch with your clients at a time that's convenient for you&nbsp;both. All of our plans include the Scheduler feature, but the feature's benefits work best when used alongside the Email Sync feature. You can learn more about our Email Sync feature in <a href="https://support.pipedrive.com/hc/en/articles/360000030169" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">this article</a>.
<img class="vidyard-player-embed" src="https://play.vidyard.com/KPJdPFdSkMn5fT1RzuhRP7.jpg" data-uuid="KPJdPFdSkMn5fT1RzuhRP7" data-v="4" data-type="inline">
<div class="support-sections">
 Sections
<a href="#C1IamCs">1: Start scheduling in Pipedrive</a>
<a href="#C2IamCs">2: General availability </a>
<a href="#C3IamCs">3: Specific times </a>
<a href="#C4IamCs">4: Managing proposed times </a>
<a href="#C5IamCs">4: Booking a time slot </a>
</div>

<a name="C1IamCs"></a>
<h2>Start scheduling in Pipedrive</h2>
If you are on the Essential plan or don't have your email sync enabled, the Propose times&nbsp;tab will appear next to the Activity tab in the Detail View of any deal, contact, or organization in your Pipedrive account.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-12-23_at_3.22.14_PM.png" alt="Screen_Shot_2019-12-23_at_3.22.14_PM.png" width="600" height="227"> When using the&nbsp;Advanced or&nbsp;Professional plan with the Email Sync feature enabled, the Propose times&nbsp;option can be accessed from the Email tab in any Detail Page, or directly in your Email inbox. Once you create your scheduler links, you can enter them directly into the email composer to send to your customers.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-12-23_at_3.30.16_PM.png" alt="Screen_Shot_2019-12-23_at_3.30.16_PM.png" width="600" height="323"> When proposing times to your customers in Pipedrive, you may wish to consider whether you'd like to provide a link with your general availability and let the customer choose a time for themselves, or just select a specific time that you would like to propose.

<a name="C2IamCs"></a>
<h2>General availability</h2>
When scheduling for general availability, you are selecting broader timeframes with a customer. This is designed for larger windows that customers can book for your time, to speak on a regularly-scheduled concept, like providing a product demonstration or webinar. If you have a more open schedule but want to allow your customers to book a window of their choice, select Set availability — or one of the availabilities you've already programmed — and provide your information. To learn more about scheduling for your general availability in Pipedrive, click <a href="https://support.pipedrive.com/hc/en/articles/360001058137" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001058137">here</a>.
<div class="support-note primary">
Note: Essential and Advanced users have a limit of one active 'General availability' link, while Professional and Enterprise users have an unlimited amount of active 'General availability' links.</div>
<a name="C3IamCs"></a>
<h2>Specific times</h2>
When scheduling for a specific time, you are selecting specific slots for a one-time meeting with a customer. This is designed for ad hoc meetings, like lunch meetings or scheduled phone calls. If you have a busy schedule and recognize that you need to schedule a quick meeting with your customer, select Pick times and select any free spots in your schedule to suggest them to your customer via email. To learn more about scheduling for your specific times in Pipedrive, click <a href="https://support.pipedrive.com/hc/en/articles/360001058117" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001058117">here</a>.
<a name="C4IamCs"></a>
<h2>Manage proposed times</h2>
To adjust the information for your specific times or general availability Scheduler links, simply select Propose times &gt;&nbsp;Manage availability to manage your General availability, or the Gear icon next to Pick times to manage your Specific time slots.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-09-30_at_2.35.05_PM.png" alt="Screen_Shot_2019-09-30_at_2.35.05_PM.png" width="599" height="297">
When you get to the page where you see the General or Specific Scheduler links, you can click on the following buttons to manage your links:
<ul>
<li>
Expand See the time slots available in the Scheduler link specified</li>
<li>
Trash can icon Delete this Scheduler link</li>
<li>
Preview icon Preview what the recipients of the link will see</li>
<li>
Share Share the Scheduler link</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-09-30_at_3.45.37_PM.png" alt="Screen_Shot_2019-09-30_at_3.45.37_PM.png" width="604" height="88">
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-09-30_at_3.53.30_PM.png" alt="Screen_Shot_2019-09-30_at_3.53.30_PM.png" width="598" height="106">
 To delete specific time slots in a link, you can click on the link directly and click on the Trash can icon next to the time slot you want to delete.
<img src="https://kb-cms.pipedriveassets.com/___delete_time_slot_.png" alt="___delete_time_slot_.png" width="601" height="314">
 Any updates to the link will be dynamic, meaning the information that the customer sees will be updated automatically without the need to send the link again.&nbsp;

<a name="C5IamCs"></a>
<h2>Booking a time slot</h2>
Once you have selected your time from either of the above options, it will auto-generate a link in the body of the email you are composing. The associated text can be changed to whatever you feel fits the tone of your conversation. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-02-27_at_11.32.14_AM.png" alt="Screen_Shot_2019-02-27_at_11.32.14_AM.png" width="601" height="294"> When clicked, the customer will be able to see your set times, choose one that works best for them, and officially confirm booking that time on your calendar. The customer will also receive a calendar invite at their provided email address, so they won't forget about your important time scheduled together. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-02-26_at_9.12.33_PM.png" alt="Screen_Shot_2019-02-26_at_9.12.33_PM.png" width="601" height="286"> By selecting a time-slot and providing their relevant details, the meeting with that customer will be saved as an activity in your Pipedrive account, at the time selected by your customer. Any information provided by the customer — like their name, phone number, and the response to any fields you've programmed in your meeting invitation — will be saved as a note associated with that activity, so you can easily reference it before you speak to your customer. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-02-26_at_9.16.14_PM.png" alt="Screen_Shot_2019-02-26_at_9.16.14_PM.png" width="600" height="452">

Scheduler

<div class="support-note primary">
Note:&nbsp;The&nbsp;Products&nbsp;feature is one of the many useful features of Pipedrive’s&nbsp;Advanced, Professional, and Enterprise&nbsp;plans. To learn how to switch plans, click&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005977469">here</a>.</div>

<div class="support-sections">
Sections
<a href="#C1IamCs">1: Accessing Products feature</a>
<a href="#C2IamCs">2: Adding new Products </a>
<a href="#C3IamCs">3: Products List View</a>
<a href="#C4IamCs">4: Products Detail view</a>
<a href="#C5IamCs">5: Filtering for Products</a>
</div>
<a name="C1IamCs"></a>
<h2>
 Accessing the Products feature
</h2>
Products,&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005198365-Can-I-have-one-product-in-different-price-variations-and-currencies-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005198365">Price variations,</a> and <a href="https://support.pipedrive.com/hc/en/articles/115005200529-What-can-I-do-with-product-duration-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005200529">Product durations</a> can be enabled&nbsp;by going to Tools and integrations &gt; <a href="/settings/products">Products</a>.&nbsp; Once products has been enabled, you can then access the feature via the Products tab at the top of your account.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_15.30.17.png" alt="Screenshot_2020-09-01_at_15.30.17.png" width="933" height="568">

<a name="C2IamCs"></a>
<h2>Adding New Products&nbsp;</h2>
To add a Product to your Pipedrive account, go to the Products tab found at the top of the Pipedrive app, and click Add Product.&nbsp;In the window that appears, you can fill in the details about the product and configure its <a href="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309498">visibility</a> settings.
Product Name and Unit price are mandatory fields. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-29_at_2.01.30_PM.png" alt="Screen_Shot_2019-07-29_at_2.01.30_PM.png" width="299" height="380">
Once you save the product, you will be able to edit these additional fields in your Products Detail view or List view.&nbsp;
<ul>
<li> Category </li>
<li> Description </li>
<li> Active </li>
<li> Owner </li>
<li> ID </li>
<li> Product&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">Custom Fields</a>&nbsp;</li>
</ul>

<div class="support-note primary">
Note: To add a new category, type the name of your category in the search box and click on Add as new category.</div>
 You can also add new products in the Add deal window when <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">adding new deals</a> to your Pipedrive account.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-26_at_11.29.44_AM_copy.png" alt="Screen_Shot_2019-07-26_at_11.29.44_AM_copy.png" width="300" height="474"> 
<a name="C3IamCs"></a>
<h2>Products List view</h2>
In the Products list view, you will be able to see your added products and edit product details directly. You can filter for products alphabetically in the top left corner of the screen, or create custom filters. To read more about filtering, click <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">here</a>.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-01-07_at_4.48.02_PM.png" alt="Screen_Shot_2020-01-07_at_4.48.02_PM.png" width="600" height="312">
To bulk edit your products, you can click on the checkboxes to the left of your products and select the field you want to edit in the&nbsp;Bulk Edit panel that appears on the right side.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-01-07_at_4.50.00_PM.png" alt="Screen_Shot_2020-01-07_at_4.50.00_PM.png" width="600" height="343">
To delete products, you can select your products and click on the trash can icon that shows up in the bulk edit panel.
Note: Only Admin users will be able to delete products.

<a name="C4IamCs"></a>
<h2>Product Detail View&nbsp;</h2>
If you click on the Product's name from the Products list view, you will be taken to the Product's detail page where you can view and edit information related to your Product.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-26_at_3.18.10_PM.png" alt="Screen_Shot_2019-07-26_at_3.18.10_PM.png" width="600" height="305">
&nbsp;
Edit the Product's details
To edit the values of the fields, click on the pencil icon in the product details window. If you want to rearrange the order you see the fields in, you can click on the Customize fields button, and click and drag the two bar icon&nbsp;to move your fields. You will also have the option to add Product&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a> in this section by clicking on Customize fields &gt;&nbsp;Add new field.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-29_at_12.08.27_PM_copy.png" alt="Screen_Shot_2019-07-29_at_12.08.27_PM_copy.png" width="301" height="155">

Add Followers and Participants to the product&nbsp;
You can click on Start following to follow the product yourself, or the '+' button in the Followers section to add another user in your company account as a follower. To add participants to the product, you can click on the '+' button next to the Participants section.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-29_at_12.08.32_PM.png" alt="Screen_Shot_2019-07-29_at_12.08.32_PM.png" width="401" height="194">

View and add product prices
The Prices tab will show you all of the price options for that product. Each product can have more than one price listed at a time. To edit or delete any existing product prices, you can hover over the price and click on the pencil or trash can icon.
<img src="https://kb-cms.pipedriveassets.com/Untitled.png" alt="Untitled.png" width="700" height="273">
<ul>
<li>
Unit Price—&nbsp;The price of each unit sold.</li>
<li>
Cost per Unit—&nbsp;Cost related to each sold unit of the product.</li>
<li>
Direct Cost—&nbsp;Cost related to the development or production of the product.</li>
</ul>
 Note: Only the Unit Price will be displayed in the Products list view and detail view. The Cost per Unit and Direct Cost fields are purely notational.
If you click on the Add price button, you can add a new price for your product.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-29_at_12.08.48_PM.png" alt="Screen_Shot_2019-07-29_at_12.08.48_PM.png" width="301" height="395">
Note:&nbsp;You will only be able to add one price entry for each type of currency.

View deals linked to the product
The Deals tab will give a list of all of the deals that currently have that product linked. You can filter to view by deal status in the row above the list. You can learn how to link products to deals in <a href="https://support.pipedrive.com/hc/en/articles/115001109169" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115001109169">this article</a>.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-29_at_1.15.46_PM.png" alt="Screen_Shot_2019-07-29_at_1.15.46_PM.png" width="599" height="178">
To adjust the columns in your deals list, you can click on the gear icon on the right side and adjust your columns accordingly. To export the list you see to a spreadsheet, you can click on the Export button.

View and upload files
In the Files tab, you can see any files that have been uploaded to this product, as well as upload additional files from your device.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-29_at_1.15.53_PM.png" alt="Screen_Shot_2019-07-29_at_1.15.53_PM.png" width="603" height="231">
If you click on the '...' button you can add a description, download, or delete your file.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-29_at_3.56.35_PM.png" alt="Screen_Shot_2019-07-29_at_3.56.35_PM.png" width="300" height="177">
<a name="C5IamCs"></a>
<h2>
 Filtering for Products</h2>
With the Products feature enabled, you will see Product-type fields as an option within your filters. This allows you to narrow down your searches or export your data according to Product-specific fields. <img src="https://kb-cms.pipedriveassets.com/product_filter.png" alt="product_filter.png" width="602" height="172"> To learn more about filtering in Pipedrive, click <a href="https://support.pipedrive.com/hc/en/articles/207497075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">here</a>.

Products

<div class="support-note primary">Note: This feature is available on the Advanced, Professional, and Enterprise plans. This feature is currently in beta. Unlimited usage of this feature is subject to change after this beta period.&nbsp; To use the Sales Document feature, you need to have a Google Drive, Microsoft OneDrive, or SharePoint account to connect to.&nbsp;</div>
 With the Sales&nbsp;Documents feature, you can save time in the negotiation process by creating a proposal or quote directly from the deal detail view.&nbsp;The document will automatically populate with the relevant deal, contact, or product details from your Pipedrive account.&nbsp;
You can then send the document to your customer with a trackable link and get a notification when prospects engage with your documents to know exactly when to follow up.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Connecting your storage provider</a>
<a href="#C2IamCs">2: Creating a template</a>
<a href="#C3IamCs">3: Creating a document</a>
<a href="#C4IamCs">4: Viewing and sharing your document</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Connecting to your storage provider</h2>
To start creating documents and proposals for your deals, go to a deal's detail page and click on the Documents tab &gt; Start here.
You will be prompted to connect to your Google Drive,&nbsp;Microsoft OneDrive, or SharePoint account and grant permission for Pipedrive to access your account. Connecting to your storage provider will allow you to upload existing documents or templates you already have saved to your deals. Any created documents or templates will also be saved automatically to your drive.&nbsp;
After you connect your account, you will see the option to connect to either a personal or shared drive as your storage location.&nbsp;
<div class="support-note primary">
Note: Connecting your Google Account for Sales Documents is separate from setting it up for the <a href="https://support.pipedrive.com/hc/en/articles/207290995" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207290995">Google Drive Sync feature</a>.&nbsp;</div>
 <img src="https://kb-cms.pipedriveassets.com/salesdocsconnect.gif" alt="salesdocsconnect.gif">
You can also add and disconnect your account by going to Tools and Integrations &gt; <a href="/settings/sales-documents">Sales Documents</a>&nbsp;and clicking on +add a new account.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_4.58.24_PM.png" alt="Screen_Shot_2021-02-16_at_4.58.24_PM.png">

<div class="support-note primary">
Note: If you are having trouble connecting or re-authenticating your Google Drive, go to your <a href="https://myaccount.google.com/permissions" target="_blank">Google Permissions</a> and remove Pipedrive permissions before trying to connect again. <a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">Contact our support team</a> for assistance if you are still having trouble.</div>

Setting up a default shared drive&nbsp;
<div class="support-note primary">
Note: This is only available for Professional and Enterprise users.</div>
 Admin users will be able to see the Company settings tab in the Sales Document settings. Here you can choose the default shared storage location to keep all of your team's documents and templates.&nbsp; Setting up a default shared drive also ensures that when templates are shared with other users, they will be stored in and accessible from the same shared drive.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Sales_Docs_Settings.png" alt="Sales_Docs_Settings.png">
You can learn more about how files are stored in <a href="https://support.pipedrive.com/hc/en/articles/360011485078" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011485078">this article</a>.&nbsp;

<hr>
<h2>
<a name="C2IamCs"></a>Creating and sharing templates</h2>
<div class="support-note primary">
Note: All admin users can create templates by default. If you are on the Professional or Enterprise plans, you can control which Pipedrive roles are permitted to create or add new templates using Pipedrive permission Can create and import Sales Doc templates. You can read more about permission sets in Pipedrive in <a href="https://support.pipedrive.com/hc/en/articles/360000309478" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478">this article</a>.&nbsp;
</div>
 Once you have connected your account, you can start creating documents and proposals for your deals. You can create a document directly, but we recommend first creating a template so you can save time for your future documents.&nbsp;
To create a template from scratch, go to the Documents &gt; Templates tab in a deal's detail view, and click on Blank Template. You can also import a template from your provider if you already have one saved.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_8.21.03_PM.png" alt="Screen_Shot_2021-02-16_at_8.21.03_PM.png" width="602" height="294">
<div class="support-note primary">
Note: If you use OneDrive, the file picker, template editor, and document editor will appear as new pop-up windows. If you do not see the pop-up windows, you will have to enable pop-ups from Pipedrive in your browser settings. Learn how to enable pop-ups in <a href="https://www.wikihow.com/Allow-Pop%E2%80%93ups" target="_blank">this article</a>.&nbsp;</div>
 When in the template editor, you can update the template's&nbsp;name, category, and add any Pipedrive deal, contact, product, and time-based fields to fill in the content of your template.
To add Pipedrive fields to your template, you will need to copy and paste the field from the right-hand side of your template editor into the template body. The field will show in brackets "[ ]" in the template and be automatically replaced with the deal data when the template is used for a document.
<img src="https://kb-cms.pipedriveassets.com/salesdocstemplate.gif" alt="salesdocstemplate.gif">

Adding Product fields
Product fields will only work with a template if they exist inside a product table. To add the product table, first copy and paste the table into your template body. The table will auto-populate with a set of default product fields but you can customize them to your preferences.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/salesdocproducts.gif" alt="salesdocproducts.gif">
Once you have finished editing your template, you can click on Close to save your template or Use to create document to immediately use the template to create a document.&nbsp;
<h2>&nbsp;</h2>
How can I share templates with my team?&nbsp;
<div class="support-note primary">
Note:&nbsp;Advanced template sharing is only available in Professional and Enterprise plans.</div>
 You can use advanced template sharing to automatically share the template with other users in Pipedrive. To share a template, open up to edit your template and click on the Permissions tab. There are two different levels of permissions you can give users:&nbsp;
<ol>
<li>
Can use this template— &nbsp;Can view the template and use it to create new documents, but can not edit or delete the original template.
</li>
<li>
Can edit this template— Can view, use, edit and delete the original template.
</li>
</ol>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_8.41.09_PM.png" alt="Screen_Shot_2021-02-16_at_8.41.09_PM.png" width="600" height="395"> 
<div class="support-note primary">Note: In order to successfully use a template, the user you share it with will also need to have access to the original template file in your storage provider. For this reason, we recommend that all templates and documents are stored in a shared drive. You can set this up in Sales Documents settings Learn more about how documents are stored in <a href="https://support.pipedrive.com/hc/en/articles/360011485078" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011485078">this article</a>.&nbsp;</div>
 Once a template has been shared with another user, it will show up in the Shared with me section of the template gallery.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_8.49.57_PM.png" alt="Screen_Shot_2021-02-16_at_8.49.57_PM.png" width="600" height="306">

<hr>
<h2>
<a name="C3IamCs"></a>Creating a document&nbsp;</h2>
<div class="support-note primary">
Note: Users on the Professional or Enterprise plans will be able to request for signatures through the Sales Document feature. Learn more about this functionality in <a href="https://support.pipedrive.com/hc/en/articles/360015389418" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360015389418">this article</a>.&nbsp;</div>
 To create a document for your deal, click on the Documents tab in a deal's detail view.&nbsp;You will see the options to create a document from a previously created template, create one from scratch with a blank document, or import a document if it has already been created.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_9.04.06_PM.png" alt="Screen_Shot_2021-02-16_at_9.04.06_PM.png" width="600" height="348">
<div class="support-note primary">
Note: You can only import documents from your connected Google Drive, Microsoft OneDrive, or SharePoint account.&nbsp;</div>
 If you select to create a document from an existing template, click on From Template and click on the template you wish to use. The document editor will appear with all of the Pipedrive fields filled in with the deal's data.&nbsp;
If the deal is missing any field information included in the template used, the field name placeholder will remain in the document. You can customize the name, category, and adjust the content according to the requirements of the document you are working with.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_9.16.41_PM.png" alt="Screen_Shot_2021-02-16_at_9.16.41_PM.png">
The document will automatically save under your deal as you work.
<h2>&nbsp;</h2>
<hr>
<h2>
<a name="C4IamCs"></a>Viewing and sharing your document&nbsp;</h2>
Google Drive— If you click on the Actions button in the bottom right corner of the document editor, you can share the document, download document as PDF, or delete the document.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_9.20.05_PM.png" alt="Screen_Shot_2021-02-16_at_9.20.05_PM.png" width="400" height="270">
<ul>
<li>
Request signatures (Professional and Enterprise)— Request signatures from the recipients of the documents.&nbsp;</li>
<li>
Generate link for sharing—&nbsp;Generate a link to share a read-only PDF version of this document with your customers or any other stakeholders in the deal. This will be displayed in a browser window once the recipient opens it.</li>
<li>
Download PDF— Save your document locally so you can attach it to an email or send it directly to your customers.</li>
<li>
Delete— Delete your document&nbsp; &nbsp;</li>
</ul>
 One Drive and SharePoint— To share your document, you will first have to close your document editor and click on the '...' (more) button on the document created in the detail page.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_9.24.17_PM.png" alt="Screen_Shot_2021-02-16_at_9.24.17_PM.png" width="601" height="321">
When you share your document with a link, you will have the option to track views and set up email notifications for when someone opens the document.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_9.31.29_PM.png" alt="Screen_Shot_2021-02-16_at_9.31.29_PM.png">
Note: if you are on the Professional or Enterprise plan, you will be able to remove the Pipedrive logo from your shared documents (Beta). You can learn more about this functionality in this article.&nbsp;
If you enable the track views option, you can choose to be notified by email when your document is opened for the first time, every time, or never. The email notification will show you when the document was opened, so you can know exactly when to follow up with your prospect.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-29_at_3.05.15_PM.png" alt="Screen_Shot_2020-07-29_at_3.05.15_PM.png" width="501" height="459">

<div class="support-note primary">
Note: Our document tracking feature is GDPR compliant. You can read more in <a href="https://support.pipedrive.com/hc/en/articles/360011440957" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360011440957">this article</a>.&nbsp;</div>
 Once a link has been generated, you will see it&nbsp;saved as a version under the Done section of your deal's detail page with the number of views and the creation time. Once a link has been generated, you will no longer be able to update this version of the document.&nbsp;
<h2><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-16_at_9.43.21_PM.png" alt="Screen_Shot_2021-02-16_at_9.43.21_PM.png" width="600" height="343"></h2>
If you click on the '...' of the document version, you will see the following options:&nbsp;
<ul>
<li>
Open— Open the document to view the read-only version</li>
<li>
Get sharing link— Copy the version's link to easily share with customers and change the link settings</li>
<li>
Request signatures (Professional and Enterprise plans only) — Request digital signatures from document recipients</li>
<li>
Download PDF— Download a read-only PDF of this version</li>
<li>
Delete— Delete your document&nbsp;</li>
</ul>

Can I create more versions of the document?
If your document needs to be revised and updated during the negotiation process, you can easily create more versions to document and keep track of the progress.&nbsp;
To create another version of a document, click on the original document, make the necessary updates, and generate a new link. Once the link is generated, you will see it as Version 2 under your document:&nbsp;
&nbsp;<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-28_at_12.33.56_PM.png" alt="Screen_Shot_2020-07-28_at_12.33.56_PM.png" width="601" height="286">
If you want to create another version of a document, it may be a good idea to disable the link for the first version so there are not two live versions of the document. To do so, click on the '...' of the first version and click on Get sharing link &gt; Link enabled to disable the link.&nbsp;

Sales Documents (BETA)

<div class="support-note primary">
Note:&nbsp;The&nbsp;Email Sync&nbsp;feature is one of the many useful features of Pipedrive’s Advanced, Professional, and Enterprise plans. To learn how to switch plans, click&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005977469">here</a>.</div>
&nbsp; Pipedrive features two methods of managing your email conversations with your customers:&nbsp;Email Sync and <a href="https://support.pipedrive.com/hc/en/articles/360000015825-Smart-Email-BCC" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000015825">Smart Email BCC. </a> Whichever method you use, Pipedrive will intuitively calculate which contacts and deals your email conversations belong to, based on the email address you're sending the message to. This means you'll always have a clear picture of all conversations from the Detail View&nbsp;of both the Person and Deal.
<img src="https://kb-cms.pipedriveassets.com/Deal_details.png" alt="Deal_details.png" width="1180" height="656"> You'll also get your own dedicated Pipedrive inbox, which will contain all of your emails and give you control over the linking and sharing of those emails. <img src="https://kb-cms.pipedriveassets.com/mailtab.png" alt="mailtab.png" width="1218" height="358"> You will also be able to compose new email messages from within the Mail tab of your synced Pipedrive account. Doing so saves you time in switching between email systems, and allows you to concentrate on the important task at hand: pushing your business forward.
<div class="support-note primary">
Note: If you are using a keyboard for right-to-left languages — like Persian, Urdu, Hebrew, and Arabic — Pipedrive will recognize this, and format your typed content appropriately. For more information on this, click <a href="https://support.pipedrive.com/hc/en/articles/360000809958" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000809958">here</a>.</div>
 When composing an email within Pipedrive, you'll be able to customize it to fit your needs, including text formatting, inline images, and smart fields that can pull information from your Pipedrive deals and contacts. For further customization, we suggest learning more about the <a href="https://support.pipedrive.com/hc/en/articles/115004479825-Email-Templates" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004479825">Email Templates</a> and <a href="https://support.pipedrive.com/hc/en/articles/115005672305-Email-Signature" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005672305">Email Signature</a> functions within the Email Sync feature. <img src="https://kb-cms.pipedriveassets.com/email_compose.png" alt="email_compose.png" width="602" height="271">
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our Get started with the basics <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>

<hr>
<h2>Setting up your Email Sync</h2>
This feature allows you to sync your email inbox to your Pipedrive account, allowing you to access your email without having to leave Pipedrive. To enable the Email Sync feature, go to Personal Preferences &gt;&nbsp;<a href="/settings/personal/email-sync">Email sync</a>, and click the Connect your account button. Provide the login information for the email account you wish to sync to Pipedrive, and start sending those emails.

<div class="support-note primary">
Note: If you change the login information for the email account you have synced to Pipedrive, you will need to re-authenticate those new email credentials in Pipedrive in order to continue using the Email Sync without interruption.</div>
 The Email Sync feature is compatible with all major email providers, including:
<ul>
<li>Gmail and Google Apps</li>
<li>Yahoo! Mail</li>
<li>Microsoft Exchange (ActiveSync)</li>
<li>Outlook.com (aka Hotmail)</li>
<li>iCloud (aka MobileMe or DotMac)</li>
<li>AOL Mail</li>
<li>FastMail</li>
<li>GandiMail</li>
<li>GMX</li>
<li>Mail.ru</li>
<li>Yandex.Mail</li>
<li>GoDaddy Mail</li>
<li>Hover.com</li>
<li>Namecheap</li>
<li>Bluehost</li>
<li>Soverin</li>
<li>Zimbra</li>
<li>123-reg</li>
<li>126</li>
<li>QQ Mail</li>
<li>Aliyun (Alibaba Group)</li>
<li>Netease 163 (China)</li>
<li>Yeah.net</li>
<li>139.com (China)</li>
<li>Any custom account syncing through generic IMAP via an SSL connection</li>
</ul>

All incoming and outgoing mail is synced to your Pipedrive account&nbsp;and is associated with the corresponding contacts and deals. For further details on how to set up the Email Sync feature, click <a href="https://support.pipedrive.com/hc/en/articles/209254449" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="209254449">here</a>.&nbsp;

<hr>
<h2>Email Settings</h2>
You can adjust the settings of your email functions, to best suit the needs of your company. To make any adjustments, go to Tools and apps&nbsp;&gt; <a href="/settings/personal/email-sync">Email sync.</a> <img src="https://kb-cms.pipedriveassets.com/email_sync_labels.png" alt="email_sync_labels.png" width="600" height="185"> When establishing a sync to your native email provider, you can choose whether you would like to sync over all of the emails in your inbox going forward, or only the emails that exist in specific folders or labels.&nbsp;
If you would like to sync all incoming emails into your Pipedrive account, select All emails will be synced with Pipedrive. To choose which folders or labels you would like to have been synced to your Pipedrive account, choose Only emails with certain labels will be synced with Pipedrive, and select the labels you would like to have synced to your Pipedrive account. <img src="https://kb-cms.pipedriveassets.com/email_sync_archive_and_delete.png" alt="email_sync_archive_and_delete.png" width="600" height="178"> You may adjust whether the archival and deletion functions in the Pipedrive Mail tab are also reflected in your synced email account.&nbsp; If you would like to have a selected email be archived or deleted in your synced email account when that email is archived or deleted in Pipedrive, simply mark both items Yes. If you not like that, simply mark both items No.&nbsp; <img src="https://kb-cms.pipedriveassets.com/email_sync_email_tracking.png" alt="email_sync_email_tracking.png" width="600" height="199"> The Email Sync also allows for access to Pipedrive's Email Tracking functions, which allow users to see when the recipient has opened your sent email or any of its included links. To read more about the Email Tracking feature, click <a href="https://support.pipedrive.com/hc/en/articles/115005541949-Email-Tracking" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005541949">here</a>.&nbsp; <img src="https://kb-cms.pipedriveassets.com/email_tracking_email_links.png" alt="email_tracking_email_links.png" width="602" height="125"> You can also choose which email application you would like to use to compose new email messages. If you select Open email links in Pipedrive, clicking on an email address link in Pipedrive will take you to the Mail tab of your Pipedrive account to compose that email. If you select Use the default email app in my computer to open email links, clicking on email address links in Pipedrive will open the program (like Outlook) that you have set as the default email composition client to send that email.&nbsp; <img src="https://kb-cms.pipedriveassets.com/email_sync_ignored_addresses.png" alt="email_sync_ignored_addresses.png" width="602" height="146"> If you find that the email address you've synced receives emails that you do not wish to arrive in Pipedrive, you can register a specific email address (example@domain.com) or a broad domain (@domain.com) as emails that should be ignored in Pipedrive. Any address or domain that is ignored will no longer appear in the Mail tab of your Pipedrive account.
<img src="https://kb-cms.pipedriveassets.com/alternativeemailaddress.png" alt="alternativeemailaddress.png" width="601" height="143">
By default in Pipedrive, only the email address used to log into Pipedrive will be authorized to use the&nbsp;Smart Email BCC&nbsp;address associated with your account. However, if you send your emails from a different email than the one used to log into Pipedrive, you should add that email address as an alternative email address. Adding an email as an alternative email address will send a confirmation email to the added email address, which will need to be validated before that address can be used successfully as an alternative email in Pipedrive. <img src="https://kb-cms.pipedriveassets.com/emailsharing.png" alt="emailsharing.png" width="601" height="111">
This setting configures the default sharing setting of all future emails in Pipedrive. Note, altering this function will not overwrite the current email sharing settings of your existing emails, and will only apply to emails received after the setting has been updated.
<ul>
<li>
Share all my linked email conversations with others in my company— other users in your Pipedrive account can see emails associated with any contacts or deals that they have the ability to see.&nbsp;</li>
<li>
Keep all my email conversations private— emails will not be visible to any other users in the account — even Admin Users — under any circumstances.&nbsp;</li>
</ul>
<div class="support-note primary">
Note:&nbsp;To share specifics emails to other users in your company Pipedrive account, you can adjust the visibility settings for each email.</div>
 <img src="https://kb-cms.pipedriveassets.com/automaticlinking.png" alt="automaticlinking.png" width="598" height="131"> Pipedrive will automatically associate emails with the appropriate Person contact by recognizing the email address associated with that received email. The&nbsp;Automatic linking to deal section will also allow for Pipedrive to associate that email with an open deal with that email's recipient, if an open deal exists in the Pipedrive account.&nbsp; If you feel that you may have many open deals with the same email recipient in Pipedrive, it may be more efficient to choose Link emails manually only, to prevent any confusion.&nbsp; <img src="https://kb-cms.pipedriveassets.com/link.png" alt="link.png" width="1166" height="585">
<div class="support-note primary">
Note: If you delete a linked email from the Mail tab of your Pipedrive, it will no longer appear in the Detail View of that associated deal.&nbsp;</div>
 If you are having issues with your email sync connection, follow our <a href="https://support.pipedrive.com/hc/en/articles/360001593737-Troubleshooting-the-Email-Sync-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593737">Email sync&nbsp;troubleshooting guide</a> for some tips on how to troubleshoot the most common issues.

Email Sync

Pipedrive offers numerous security-related features to give you full transparency of how and when your data is being accessed.&nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Permission and Visibility settings</a>
<a href="#C2IamCs">2: 2FA: Two-factor authentication</a>
<a href="#C3IamCs">3:&nbsp;Single sign-on (SSO)</a>
<a href="#C4IamCs">4:&nbsp;Security Dashboard&nbsp;</a>
<a href="#C5IamCs">5:&nbsp;Security Rules&nbsp;</a>
<a href="#C6IamCs">6:&nbsp;Security Alerts&nbsp;</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Permission and Visibility settings</h2>
Permission Sets&nbsp; Admin users can set up <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478"> Permission Sets</a> to control what other users can do in Pipedrive, such as deleting deals or editing custom fields.&nbsp;You can see the full list of actions that can be controlled via Permission sets in <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309478">this article.</a>&nbsp;The number of permission sets you have depends on the plan you are on.&nbsp;
<ul>
<li>
Essential and Advanced plans Two permission sets: 'regular users' and 'admin users'.</li>
<li>
Professional plan Regular and admin users sets, plus one additional customizable permission set called 'managers'.</li>
<li>
Enterprise plan The above three groups, plus the ability to create additional custom permission sets.&nbsp;</li>
</ul>
 Visibility Groups While Permission sets control what users can do in Pipedrive, <a href="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309498"> Visibility groups</a> control what deals, contacts, and products users can see. Creating visibility groups is useful if you want certain users to not see specific information in your company account.&nbsp;The number of visibility groups you have also depends on the plan you are on.&nbsp;
<ul>
<li>
Essential and Advanced plans Two visibility groups: the item's owners &amp; followers, or to the entire company.&nbsp;</li>
<li>
Professional or Enterprise plans Four visibility groups: item's owner only, owner's visibility group, owner's visibility group and sub-groups, or to the entire company.&nbsp;</li>
</ul>

<hr>
<h2>
<a name="C2IamCs"></a>2FA: Two-factor authentication&nbsp;</h2>
The <a href="https://support.pipedrive.com/hc/en/articles/360000808405-2FA-Two-factor-authentication" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000808405"> 2FA feature </a>adds an extra layer of security to confirm that the user trying to log into Pipedrive is actually who they say they are.&nbsp;
When 2FA is enabled,&nbsp;logging into Pipedrive will prompt an email to be sent to the email address you use to log into Pipedrive. This email will contain information about the login attempt as well as a verification link that will allow you access to your Pipedrive account.&nbsp;

<hr>
<h2>
<a name="C3IamCs"></a>Single sign-on (SSO)&nbsp;</h2>
Many large companies use a third-party SSO service such as Okta and Azure AD to allow users to securely authenticate and log into multiple applications with just one set of login credentials.&nbsp;
Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360000169049-Single-sign-on" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000169049">Single sign-on feature</a> will allow you to add Pipedrive to the&nbsp;SSO provider your company has set up, allowing for a stress-free Pipedrive login experience for users and a more secure way of for administrators to control user access.&nbsp;

<hr>
<h2>
<a name="C4IamCs"></a>Security Dashboard</h2>
The <a href="https://support.pipedrive.com/hc/en/articles/360001757818-Security-Dashboard" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001757818">Security Dashboard feature</a> will provide full-transparency of user access information and security-related activity that occurs in your company account.&nbsp;
<ul>
<li>
User access and device logs Which users are accessing your account and any additional login information such as device, location, and login time.</li>
<li>
Audit log A log of all of the security-related changes made in your company account by any user in the past two months.&nbsp;
</li>
<li>
Security Assessment A report on what Pipedrive believes are potential security vulnerabilities in your Pipedrive company account, based on current access and permission related user settings.
</li>
</ul>
<h2>&nbsp;&nbsp;</h2>
<hr>
<h2>
<a name="C5IamCs"></a>Security Rules</h2>
With the&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360004510857-Security-Rules" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360004510857">Security Rules</a>&nbsp;feature, admin users of a Pipedrive company account can enforce access restrictions to ensure that business data is only available to the right people at the right place and time.
<ul>
<li>2FA: Two-factor authentication Enforce 2FA for all users.</li>
<li>Password rules&nbsp; Enforce password related rules such as password strength, password expiration, and password reuse.</li>
<li>
IP address and time range access The advanced rules section of the Security Rules feature will allow you to limit user access by IP address and time range.&nbsp;
</li>
</ul>

<hr>
<h2>
<a name="C6IamCs"></a>Security Alerts&nbsp;</h2>
The&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360007063858-Security-Alerts-coming-soon-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360007063858">Security Alerts feature</a>&nbsp;will allow admins users to set up email notifications according to security-related events that occur in the company account. The alerts can be configured to send out in live time or in regular daily or weekly intervals.&nbsp;
<ul>
<li>
Account access alerts Email alert sent when any user access related activity occurs, such as user logs in from a new device, user logs in from new location, etc.&nbsp;</li>
<li>
Data leakage and loss&nbsp; Email alert sent when data is exported or deleted from Pipedrive.&nbsp;</li>
<li>
Audit log&nbsp; All security alerts can be tracked in the <a href="https://support.pipedrive.com/hc/en/articles/360001757818-Security-Dashboard" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001757818">Security Dashboard</a> under the audit log.&nbsp;</li>
</ul>

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