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Knowledge Base

Quick Actions in Pipedrive

As a busy salesperson, you may need to be quickly moving around in the Pipedrive app to find the information that is most relevant to you at that moment.
To aid you in your quick maneuvering, Pipedrive has different keyboard shortcuts navigating around and adding new items. 

Adding an item

To add a new item, you can click on the + sign at the top of the page, or else click your full stop button on your keyboard (.).

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Pressing the keys associated in the Quick Menu section will immediately open the Add new ____ dialog for the intended item, which is useful for a large number of tasks, such as quickly adding a note to a contact that calls you unexpectedly.

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Navigating Pipedrive

Pressing the number keys associated with each tab in the Primary Navigation will bring you right to that specific portion of Pipedrive. Hover over the tab in the navigation sidebar to see what number you should press to be taken straight to that page.

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