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?
- Importing followers and participants
- 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?
- 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?
Questions? Get in touch