Set up and add data to your Pipedrive account to quickly get started.
- How-To videos: A Pretty Good Overview of Pipedrive
- How is Pipedrive data organized?
- Search: Finding what you need
- Quick Actions in Pipedrive
- What is the difference between a user and a company account?
- What is the difference between an organization and a company account?
- Permission Sets
- Visibility Groups
- How can I best replace users in my Pipedrive company account?
- How can I see when a user was last logged into Pipedrive?
- Importing data into Pipedrive with spreadsheets
- Importing data from a previous CRM using Import2
- How can I update my Pipedrive data with a spreadsheet?
- How can I change the field type of a custom field?
- How can I transfer data to a different Pipedrive company account?
- How can I optimize my spreadsheet for importing?
Questions? Get in touch