Organizing your data
Organize and customize your deals, contacts, and activities.
- Deals: What they are, and how to add them
- Deal Labels
- Adding deals in bulk
- Editing the contact linked to a deal
- How can I edit the Deal Created date?
- How can I edit the Deal Won time?
- Contacts: People and Organizations
- Linking People and Organizations
- Contact Labels
- Address fields in Pipedrive
- 'Show on Map' feature
- Related Organizations
- Contextual View: Activities BETA
- Calendar View
- Activity Invites
- Activity reminder emails
- Activity 'marked as done' logic
- Detail View
- Updating items in the Detail View
- Mentions and Comments (BETA)
- Detail View sidebar
- List View
- How can I reassign items owned by one user to another user?
- Sorting by multiple columns in List View
- Bulk deleting items in the List View
- How can I add or remove columns in the List View?
- How can I edit a field in the List View?
Questions? Get in touch