Organizing your data
Organize and customize your deals, contacts, and activities.
- Deals: What they are, and how to add them
- Deal Labels
- Editing the contact linked to a deal
- How can I edit the Deal Created date?
- How can I edit the Deal Won time?
- How can I move a deal to another pipeline?
- Contacts: People and Organizations
- Linking People and Organizations
- Contact Labels
- Address fields in Pipedrive
- 'Show on Map' feature
- Related Organizations
- Activity 'marked as done' logic
- Calendar View
- Activity Invites
- Activity reminder emails
- How can I filter my activities in the List View?
- Custom Fields
- Required Fields
- Important Fields
- What does 'important fields missing data' mean in Pipedrive?
- What types of custom fields are there?
- Do custom fields apply to all deals?
- Mentions and Comments (BETA)
- Detail View
- Updating items in the Detail View
- Detail View sidebar
- Why are items shown as 'hidden'?
- List View
- How can I reassign items owned by one user to another user?
- How can I sort by multiple columns?
- How can I bulk delete items in the List View?
- How can I add or remove columns in the List View?
- How can I change the order of the columns in the List View?
Questions? Get in touch