Knowledge Base
Getting Started
Set up and add data to your Pipedrive account to quickly get started.
Getting Started
- How-To videos: A Pretty Good Overview of Pipedrive
- How is Pipedrive data organized?
- Search: Finding what you need
- Quick Actions in Pipedrive
- New Pipedrive navigation
- How can I delete items in Pipedrive?
Importing Data
- Importing data into Pipedrive with spreadsheets
- Importing: Mandatory fields
- Importing: Mapping your fields
- Importing: Advanced mapping
- Importing followers and participants
- Importing: Errors and Skip files
Pipelines
Pipeline View
- Pipeline View
- The Rotting Feature
- How are deals ordered in the Pipeline View?
- How can I see deals in a different pipeline?
- How can I delete a deal in the Pipeline View?
- Why does my deal disappear in the pipeline when it gets marked as Won or Lost?
Webinars
Questions? Get in touch