<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Only users with <strong>account settings</strong> access can manage billing and user permissions. Learn more about <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">global user management</a>.</div>
<p style="text-align: justify">Use<strong> <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">Projects</a></strong> to organize work after a deal is won. It helps you track tasks, manage follow-up activities and keep related work in one place.</p>
<hr>
<h2 style="text-align: justify">Projects billing<a name="projects-billing"></a></h2>
<p style="text-align: justify">How you’re charged for <strong>Projects</strong> depends on your plan:</p>
<table><thead><tr><th>Plan</th><th>Projects availability</th><th>Access for users</th></tr></thead><tbody><tr><td><strong>Lite</strong> and <strong>Growth</strong></td><td>Available as a paid add-on</td><td>Only users assigned a <strong>project seat</strong> and given<strong> project app</strong> access</td></tr><tr><td><strong>Premium</strong> and <strong>Ultimate</strong></td><td>Included in the plan</td><td>All users have access by default</td></tr></tbody></table>
<p style="text-align: justify">On <strong>Lite</strong> and <strong>Growth</strong> plans, <strong>Projects</strong> is priced per seat. This means access isn’t enabled for all users by default. Instead, you choose which users can use the feature by assigning them a <strong>project seat</strong> and enabling the <strong>projects app</strong>. Each assigned user is included in your billing. </p>
<p style="text-align: justify">You can add or remove seats from your subscription at any time, depending on how many users need access.</p>
<p style="text-align: justify">On <strong>Premium</strong> and <strong>Ultimate</strong> plans, <strong>Projects</strong> is included for all users. Changing user access does not affect your billing.</p>
<h3 style="text-align: justify">Projects add-on billing and seats<a name="projects-add-on-billing-and-seats"></a></h3>
<div class="support-note success primary"><strong>Note:</strong> You can trial Projects for 14 days. The trial automatically converts to a paid subscription unless you cancel before it ends.</div>
<p style="text-align: justify">To add Projects as an add-on, go to <strong>account menu &gt; <a href="https://app.pipedrive.com/settings/subscription">Billing</a></strong> and click <strong>“Manage add-ons”</strong>.</p>
<p style="text-align: justify">Enable <strong>Projects</strong>, then select how many seats you want to purchase.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/projectsubscription9.png" alt=""></figure>
<p style="text-align: justify">To adjust the number of seats, click <strong>“Seats”</strong>, choose how many you need and <strong>confirm</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/projectsubscription10.png" alt=""></figure>
<p style="text-align: justify">Reducing the number of seats will lower your billing on the next cycle.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The Projects add-on is billed as a recurring charge and follows the same billing cycle as your subscription. </div>
<hr>
<h2 style="text-align: justify">Access to Projects<a name="access-to-projects"></a></h2>
<p style="text-align: justify">To use Projects, you need access to:</p>
<ul><li><strong>Deals app</strong> – requires a paid seat, grants access to Pipedrive core features</li><li><strong>Projects app</strong> – allows you to create and manage projects</li></ul>
<p style="text-align: justify">Users without access to the <strong>projects app</strong> can still view project information if it’s linked to items they can access, such as deals or contacts, but they can’t create or edit projects.</p>
<h3 style="text-align: justify">Assign access to Projects<a name="assign-access-to-projects"></a></h3>
<p style="text-align: justify">To give a user access to Projects, you need to enable the <strong>projects app</strong> for them.</p>
<p style="text-align: justify">Go to the <strong>account menu &gt; </strong><a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener"><strong>Manage users</strong></a>, then select the users you want to update.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/projectsubscription3.png" alt=""></figure>
<p style="text-align: justify">Enable the <strong>projects app</strong> in the access panel.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';"><img src="https://kb-cms.pipedriveassets.com/projectsubscription4.png" alt=""></figure>
<p style="text-align: justify">Finally, click <strong>“Edit”</strong> to confirm.</p>
<p style="text-align: justify">If you’re on a <strong>Lite</strong> or <strong>Growth</strong> plan and no seats are available, enabling access will add a new <strong>projects seat</strong> to your subscription.</p>
<h3 style="text-align: justify">Get started with Projects<a name="get-started-with-projects"></a></h3>
<p style="text-align: justify">Once you have access, open the <strong><a href="https://app.pipedrive.com/projects/board" target="_blank" rel="noreferrer noopener">Projects</a></strong> tab to start adding and planning your projects. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/projectsubscription8.png" alt=""></figure>

Projects: billing and subscription

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Projects add-on billing and seats

Projects billing

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Assign access to Projects

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Get started with Projects

Access to Projects

<p style="text-align: justify">Understand how to control what users can <strong>see</strong> and <strong>do</strong> in your account using <strong>visibility groups</strong>, <strong>item visibility</strong> and <strong>permission sets</strong>.</p>
<hr>
<h2 style="text-align: justify">Difference between visibility and permissions<a name="difference-between-visibility-and-permissions"></a></h2>
<p style="text-align: justify">In Pipedrive, access control is split into two main parts:</p>
<ul><li><p style="text-align: justify"><strong>Visibility groups</strong> – define what users can <strong>see</strong></p></li><li><p style="text-align: justify"><strong>Permission sets</strong> – define what users can <strong>do</strong></p></li></ul>
<p style="text-align: justify">For example, a user might be able to see a deal but not edit or delete it.</p>
<hr>
<h2 style="text-align: justify">Permission sets<a name="permission-sets"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This section is only available to users with account settings access. Learn more about this feature in our <a href="https://support.pipedrive.com/en/article/permission-sets"><strong>Permission sets</strong> dedicated article</a>.</div>
<p style="text-align: justify"><strong>Permission sets</strong> control what actions users can perform.</p>
<h3 style="text-align: justify">Where to manage permission sets<a name="where-to-manage-permission-sets"></a></h3>
<p style="text-align: justify">Go to <strong>Manage Users &gt; Permission sets</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-09%20at%2017.50.40.png" alt=""></figure>
<h3 style="text-align: justify">Types of permission sets<a name="types-of-permission-sets"></a></h3>
<ul><li><p style="text-align: justify"><strong>Admin</strong> – full access (not editable)</p></li><li><p style="text-align: justify"><strong>Regular</strong> – editable</p></li><li><p style="text-align: justify"><strong>Custom</strong> – tailored to your needs</p></li></ul>
<h3 style="text-align: justify">What permissions control<a name="what-permissions-control"></a></h3>
<p style="text-align: justify">Permissions define what users can do across the account, such as:</p>
<ul><li><p style="text-align: justify">Creating, editing or deleting items</p></li><li><p style="text-align: justify">Importing and exporting data</p></li><li><p style="text-align: justify">Changing visibility</p></li><li><p style="text-align: justify">Viewing reports and statistics</p></li></ul>
<h3 style="text-align: justify">Editing permission sets<a name="editing-permission-sets"></a></h3>
<ul><li><p style="text-align: justify">Open a permission set</p></li><li><p style="text-align: justify">Click <strong>“...” &gt; “Edit”</strong></p></li><li><p style="text-align: justify">Update permissions and click <strong>“Save”</strong></p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-06%20at%2013-59-35.gif" alt=""></figure>
<h3 style="text-align: justify">Plan limits<a name="plan-limits"></a></h3>
<ul><li><p style="text-align: justify"><strong>Lite</strong> and <strong>Growth</strong>: no custom sets</p></li><li><p style="text-align: justify"><strong>Premium</strong>: two custom sets</p></li><li><p style="text-align: justify"><strong>Ultimate</strong>: unlimited custom sets</p></li></ul>
<h3 style="text-align: justify">Ownership and access<a name="ownership-and-access"></a></h3>
<p style="text-align: justify">Each item has an owner.</p>
<ul><li><p style="text-align: justify">Owners can always view and edit their items</p></li><li><p style="text-align: justify">Ownership can be updated in detail or list view</p></li><li><p style="text-align: justify">Deal owners are credited for won or lost deals</p></li></ul>
<hr>
<h2 style="text-align: justify">Visibility groups<a name="visibility-groups"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings access. To learn more about this feature, read our <a href="https://support.pipedrive.com/en/article/visibility-groups"><strong>Visibility groups</strong> dedicated article</a>.</div>
<p style="text-align: justify"><strong>Visibility groups</strong> control which data users can access across your account.</p>
<h3 style="text-align: justify">Where to configure visibility groups<a name="where-to-configure-visibility-groups"></a></h3>
<p style="text-align: justify">Go to <strong>Settings &gt; Manage Users &gt; Visibility groups</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-01-17%20at%2020-57-03.gif" alt=""></figure>
<h3 style="text-align: justify">How visibility groups work<a name="how-visibility-groups-work"></a></h3>
<p style="text-align: justify">Each user is assigned to one visibility group.</p>
<ul><li><p style="text-align: justify">A user can only belong to one group at a time</p></li><li><p style="text-align: justify">Visibility rules apply across items, reports and dashboards</p></li></ul>
<h3 style="text-align: justify">Visibility options by plan<a name="visibility-options-by-plan"></a></h3>
<h4 style="text-align: justify">Lite and Growth plans</h4>
<ul><li><p style="text-align: justify"><strong>Item owner</strong> – visible to owner, followers, admins and parent visibility group</p></li><li><p style="text-align: justify"><strong>All users</strong> – visible to everyone in the company</p></li></ul>
<p style="text-align: justify">These plans include one default visibility group.</p>
<h4 style="text-align: justify">Premium and Ultimate plans</h4>
<p style="text-align: justify">You can create multiple visibility groups and sub-groups for more granular access.</p>
<p style="text-align: justify">Available options:</p>
<ul><li><p style="text-align: justify"><strong>Item owner</strong></p></li><li><p style="text-align: justify"><strong>Item owner’s visibility group</strong></p></li><li><p style="text-align: justify"><strong>Item owner’s visibility group and sub-groups</strong></p></li><li><p style="text-align: justify"><strong>All users</strong></p></li></ul>
<h3 style="text-align: justify">Managing users and pipelines<a name="managing-users-and-pipelines"></a></h3>
<ul><li><p style="text-align: justify">Assign users to a group from the visibility settings</p></li><li><p style="text-align: justify">Remove users using the <strong>“X”</strong> (they return to the default group)</p></li></ul>
<p style="text-align: justify">You can also control <strong>pipeline visibility</strong>:</p>
<ul><li><p style="text-align: justify">Pipelines are visible by default</p></li><li><p style="text-align: justify">Hidden pipelines and their deals won’t appear for restricted users</p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pipeline%20visibility.png" alt=""></figure>
<div><div class="support-note success primary"><strong>Note:</strong> Deal admins always have access to all pipelines and deals</div>
<h3 style="text-align: justify">Insights visibility<a name="insights-visibility"></a></h3>
<p style="text-align: justify"><strong>Insights</strong> will follow the same visibility rules as items.</p><ul><li><p style="text-align: justify">There are no separate visibility settings for Insights</p></li><li><p style="text-align: justify">Access is based on visibility for deals, leads, contacts, organizations and products</p></li></ul>
<p style="text-align: justify">This means:</p><ul><li><p style="text-align: justify">Users only see data for items they have access to</p></li><li><p style="text-align: justify">Charts and aggregated data remain visible, but restricted records are hidden</p></li></ul>
<p style="text-align: justify">Admin users are not restricted by these rules</p>
<h3 style="text-align: justify">Admin access<a name="admin-access"></a></h3>
<p style="text-align: justify">Some users always have full visibility, regardless of visibility group settings:</p><ul><li><p style="text-align: justify">Users with <strong>deal admin permissions</strong> can view all deals and leads, regardless of visibility group or <strong>“Visible to”</strong> settings.</p></li><li><p style="text-align: justify">Global admins can see all items</p></li></ul>
<hr>
<h2 style="text-align: justify">Item visibility<a name="item-visibility"></a></h2>
<p style="text-align: justify">Each item (deal, lead, person, organization or product) has a <strong>“Visible to”</strong> setting.</p>
<p style="text-align: justify">This lets you override visibility for specific items when needed.</p>
<h3 style="text-align: justify">How to change item visibility<a name="how-to-change-item-visibility"></a></h3>
<p style="text-align: justify">Use visibility groups for broad control, detail view for single items and list view for bulk updates.</p>
<p style="text-align: justify">Choose the method based on how many items you want to update.</p>
<h3 style="text-align: justify">Default visibility (visibility groups)<a name="default-visibility-visibility-groups"></a></h3>
<p style="text-align: justify">Use this when you want to <strong>set or update visibility rules for many items at once</strong>, or define a default for new items.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to admin users</div>
<p style="text-align: justify">Go to <strong>Settings &gt; Manage Users &gt; Visibility groups</strong> to set visibility for new or existing items.</p>
<h3 style="text-align: justify">Detail view (single item)<a name="detail-view-single-item"></a></h3>
<p style="text-align: justify">Use this when you want to <strong>change the visibility of a specific item</strong>.</p><ul><li><p style="text-align: justify">Open the item</p></li></ul>Edit the <strong>“Visible to”</strong> field</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Changing%20visibility%20detail%20view.png" alt=""></figure>
<h3 style="text-align: justify">List view (single or multiple items)<a name="list-view-single-or-multiple-items"></a></h3>
<p style="text-align: justify">Use this when you want to <strong>quickly update one or more items</strong> in a list.</p>
<ul><li><p style="text-align: justify">Add the <strong>“Visible to”</strong> column</p></li><li><p style="text-align: justify">Edit one item using the pencil icon</p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/visibility%20list%20view.png" alt=""></figure>
<div><p style="text-align: justify">For multiple items:</p><ul><li><p style="text-align: justify">Select items</p></li><li><p style="text-align: justify">Apply a bulk visibility update</p></li></ul>
<h3 style="text-align: justify">Troubleshooting visibility issues<a name="troubleshooting-visibility-issues"></a></h3>
<p style="text-align: justify">If a user can’t access an item, they’ll see a warning message.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/banner%20item%20not%20visible.png" alt=""></figure>
<p style="text-align: justify">To resolve this, contact an admin or request to be added as a follower.</p></div>

Visibility and permissions overview

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Difference between visibility and permissions

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Where to manage permission sets

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Types of permission sets

what-permissions-control

What permissions control

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Editing permission sets

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Plan limits

ownership-and-access

Ownership and access

Permission sets

visibility-groups

where-to-configure-visibility-groups

Where to configure visibility groups

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How visibility groups work

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Visibility options by plan

managing-users-and-pipelines

Managing users and pipelines

insights-visibility

Insights visibility

admin-access

Admin access

Visibility groups

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How to change item visibility

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Default visibility (visibility groups)

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Detail view (single item)

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List view (single or multiple items)

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Troubleshooting visibility issues

Item visibility

<p style="text-align: justify">If an employee has left your company or simply no longer requires access, they can be deactivated and deleted from the Pipedrive company account.</p>
<p style="text-align: justify">Learn more about deactivating and reactivating and reactivating in <a href="https://support.pipedrive.com/en/article/how-can-i-deactivate-or-reactivate-a-user">this article</a>. </p>
<hr>
<h2>What happens to the data of a deactivated user?<br><a name="what-happens-to-the-data-of-a-deactivated-user"></a></h2>
<p style="text-align: justify">When a user is deactivated, all of the deals and contacts that they own remain in the account and will also remain owned by that deactivated user. You can still filter for data owned by the deactivated in your list view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-01-16%20at%2017.45.06.png" alt=""></figure>
<p>You can learn more about the data of a deactivated user in <a href="https://support.pipedrive.com/article/data-deleted-deactivated-user" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">How can I reassign the data of a deactivated user? <a name="how-can-i-reassign-the-data-of-a-deactivated-user"></a></h2>
<p style="text-align: justify">You can reassign the data of a user before or after they’re deactivated with the <a href="https://support.pipedrive.com/en/article/bulk-editing-and-filtering">bulk edit</a> functionality directly from the list view or individually from the item’s <strong>detail view</strong>.</p>
<p style="text-align: justify">Learn more about how to reassign a deactivated user’s data in <a href="https://support.pipedrive.com/en/article/viewing-and-reassigning-the-data-of-a-deactivated-user">this article</a>. <br></p>
<hr>
<h2 style="text-align: justify">What happens to my reporting? <a name="what-happens-to-my-reporting"></a></h2>
<p style="text-align: justify">Similar to the list view, you’ll still be able to filter for deactivated user data in your dashboard. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-01-17%20at%2016.17.43.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">What happens to the data owned by a deactivated user?<a name="what-happens-to-the-data-owned-by-a-deactivated-user"></a></h2>
<p style="text-align: justify">All the notes added by deactivated users will remain visible in the <strong>detail view</strong> of a deal or contact unless deleted by an admin user.</p>
<p style="text-align: justify">Learn more about the data of a deactivated user in <a href="https://support.pipedrive.com/article/data-deleted-deactivated-user" target="_blank" rel="noreferrer noopener">this article</a>.<strong><br></strong></p>
<hr>
<h2>What happens with the emails linked to deals or contacts from a deactivated user?<a name="what-happens-with-the-emails-linked-to-deals-or-contacts-from-a-deactivated-user"></a></h2>
<p style="text-align: justify">Emails that are not shared or linked to any deal, lead, project, organization or person will be deleted if the user is deactivated for more than 30 days. </p><hr>
<h2 style="text-align: justify">Will the deactivated users still show up in Pipedrive? <a name="will-the-deactivated-users-still-show-up-in-pipedrive"></a></h2>
<p style="text-align: justify">You’ll still be able to see the names of your deactivated users when filtering or creating reports on data that has already been created. However, you won’t be able to assign any new items in Pipedrive to deactivated users. </p><hr><h2 style="text-align: justify">What happens to the data if I permanently delete a user?<a name="what-happens-to-the-data-if-i-permanently-delete-a-user"></a></h2>
<p style="text-align: justify">The user’s name, email and profile picture are removed from the company account. Displayed as <code>deleted user</code> or <code>deleted user, IDxxxxxxxx</code>.</p>
<p style="text-align: justify">Leads, deals, contacts, products, activities, projects, and project tasks remain, still assigned to the deleted user unless ownership is transferred before user deletion.</p>

What happens when a user gets deactivated or deleted?

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What happens to the data of a deactivated user?

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How can I reassign the data of a deactivated user?

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What happens to my reporting?

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What happens to the data owned by a deactivated user?

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What happens with the emails linked to deals or contacts from a deactivated user?

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Will the deactivated users still show up in Pipedrive?

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What happens to the data if I permanently delete a user?

<div class="support-note success primary"><strong>Note:</strong> To view another user’s overview, you must have global admin settings enabled.</div>
<p style="text-align: justify">To check login activity, navigate to <strong>Company settings &gt; <a href="https://support.pipedrive.com/article/user-overview" target="_blank" rel="noreferrer noopener">User overview</a></strong>.</p>
<p style="text-align: justify">When you first open this page, you’ll see your username, email and the date and time of your last login.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/last%20login.png" alt=""></figure>
<p style="text-align: justify">To view another user’s login time, use the dropdown at the top to select their name.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/changing%20user.png" alt=""></figure>
<p style="text-align: justify">The <strong>last login</strong> line displays the most recent time each selected user authenticated into their account (using e-mail and password, Google or SSO).</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> You’ll need the correct viewing permissions to see other users’ login information.</div>
<hr>
<h2 style="text-align: justify">Why login times don’t update daily<a name="why-login-times-don-t-update-daily"></a></h2>
<p style="text-align: justify">If a user selects <strong>“Remember me”</strong> when logging in, their session can stay active for up to 30 days without needing to log in again.</p>
<p style="text-align: justify">In this case, the <strong>Last login</strong> won’t update daily, even if the user is actively using Pipedrive.</p>
<p style="text-align: justify">This is expected behavior and doesn’t mean the user isn’t working in the account; it simply shows you the last time the user went through the login process.</p>
<p style="text-align: justify">If you require a comprehensive login history for auditing or security purposes, <strong>user login audit logs</strong> are available on the <strong><a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">Ultimate plan</a></strong> in the security dashboard.</p>
<p style="text-align: justify">The logs display the same login events shown in the <strong>user overview</strong>, reflecting when a user logged in via email and password, Google or SSO. Unlike the overview, the audit log provides a full history of these events, including timestamps and device details.</p>

Viewing last login time by user

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Why login times don’t update daily

<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>Account settings</strong> access.</div>
<p style="text-align: justify">To access user management, go to your <strong>Account menu &gt;</strong> <strong>Company settings &gt;</strong> <a href="https://app.pipedrive.com/settings/users"><strong>Manage Users</strong></a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Manage%20users%20screen.png" alt=""></figure>
<p style="text-align: justify">To edit a user’s access rights, select their checkbox in the user list to bring up the <strong>Edit access</strong> panel, where you can edit the user‘s permissions.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/select%20checkbox%20to%20bring%20up%20user%20access%20panel.png" alt=""></figure>
<p style="text-align: justify">In the edit access panel, you can adjust what users are allowed to see and do in Pipedrive.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20access%20panel.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> You can also select multiple users from the list; however, the changes will be applied equally to all of the selected users. To set individual permissions, edit each user separately.</div>
<hr>
<h2 style="text-align: justify">Granting account settings permission (admin-level permissions)</h2>
<p style="text-align: justify">Giving a user <strong>account settings access</strong> gives them <strong>administrator-level access</strong> to your Pipedrive account, with control over everything: <strong>Billing</strong>, <strong>security</strong>, <strong>company settings</strong> and <strong>user management</strong>.</p>
<p style="text-align: justify">To enable it for a user, check the corresponding box in the <strong>edit access</strong> panel.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/account%20settings%20panel.png" alt=""></figure>
<div style="text-align: justify" class="support-note warning"><strong>Note:</strong> Only <strong>existing admins</strong> can grant this permission to other users, and an admin can‘t remove it from their own account; only another admin can. Because this is the highest level of access, we recommend enabling it only for users who <strong>need to manage the account</strong> on behalf of the whole company.</div>
<h3 style="text-align: justify">Deals permission</h3>
<p style="text-align: justify">The <strong>deals permission</strong> allows users to access Pipedrive‘s core sales functionality and is required to enable access to <strong><a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">Global features</a></strong>, such as contacts and activities, and add-ons, such as <strong><a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a></strong> and <strong><a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">Projects</a></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20access%20panel%20deals.png" alt=""></figure>
<h3>Global features</h3>
<p style="text-align: justify">Global permissions are automatically applied if the user has access to at least one app.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/global%20features%20access.png" alt=""></figure>
<p style="text-align: justify">This category grants permission to the rest of the shared functionalities (such as contacts, <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a>, <a href="https://support.pipedrive.com/article/activities" target="_blank" rel="noreferrer noopener">activities</a>, <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">Automations</a>, <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">importing</a>, etc.) to enhance the cross-product experience.</p>
<h3>Comparing access level</h3>
<p style="text-align: justify">Click the <strong>“Compare”</strong> link next to each section to compare permission levels between <strong>admin</strong> and <strong>regular users</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20card%20compare%20button.png" alt=""></figure>
<p style="text-align: justify">The <strong>“admin”</strong> permissions will give visibility to all items in the app, whereas the permissions for <strong>“regular user”</strong> are user-defined.</p>
<p style="text-align: justify">To learn more about defining visibility for your items in Pipedrive, check out our <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">visibility group article</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Compare%20deals%20permission%20sets.png" alt=""></figure>
<h3>Campaigns and Projects permission</h3>
<p style="text-align: justify">You might get an error message in the Campaigns and Projects sections after disabling the deals access:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20and%20projects%20disabled.png" alt=""></figure>
<p style="text-align: justify">To enable them, activate Deals access for the user, then enable <strong>Campaigns</strong> or <strong>Projects</strong> by clicking the checkboxes.</p>
<p style="text-align: justify">For Campaigns, your options are between <strong>admin</strong> and <strong>limited</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20permission%20set%20admin%20or%20limited.png" alt=""></figure>
<p style="text-align: justify">Click <strong>“Compare”</strong> to view the differences between <strong>admin</strong> and <strong>limited</strong> access. The limited access level is user-defined and can be tailored to the needs of your company.</p>
<p style="text-align: justify">In our configuration, limited campaign users can only send and edit campaigns and email templates.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20details%20access.png" alt=""></figure>
<p style="text-align: justify">To learn more about defining visibility for your items in Pipedrive, check out our <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">visibility group article</a>.</p>
<p style="text-align: justify">For Projects, you can only enable or disable users’ access to the add-on by using the checkbox.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/projects%20permission.png" alt=""></figure>
<h3>Saving changes</h3>
<p style="text-align: justify">When you‘re done making changes, save them by clicking <strong>“Edit 1 user.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/saving%20edit%201%20user.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> If you’re editing more than one user at a time, the number in the button will update to reflect this.</div>
<p style="text-align: justify">Finally, review the changes you‘ll make to user access, then click the <strong>“Confirm”</strong> button on the confirmation screen.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/confirm%20changes%20edit.png" alt=""></figure>
<h3>Deactivating users</h3>
<p style="text-align: justify">To deactivate users in your account instead, click <strong>“Deactivate 1 user.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/saving%20deactivate%201%20user.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> If you’re deactivating more than one user at a time, the number in the button will update to reflect this.</div>
<p style="text-align: justify">To learn more about deactivating and reactivating users, refer to <a href="https://support.pipedrive.com/article/how-can-i-deactivate-or-reactivate-a-user" target="_blank" rel="noreferrer noopener">this article</a>. To learn how to manage items assigned to deactivated users, refer to <a href="https://support.pipedrive.com/article/deactivated-users-data" target="_blank" rel="noreferrer noopener">this article</a>.</p>

How can I make a user into an admin user?

<p style="text-align: justify">In this article, you’ll learn how to change the visibility of <strong>deals</strong>, <strong>people</strong> and <strong>organizations</strong>. If you want to learn how to change the visibility of <strong>leads</strong>, check out <a href="https://support.pipedrive.com/en/article/visibility-groups-for-leads">this article</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="visibility-groups"></a>Visibility groups</h2>
<div class="support-note success primary"><strong>Note:</strong> Setting visibility groups is only available to users with account settings access. Read <a href="https://support.pipedrive.com/en/article/visibility-groups" title="https://support.pipedrive.com/en/article/visibility-groups">this article</a> to learn more about visibility groups.</div>
<p style="text-align: justify">When managing a team, you may want to restrict access to specific information in your account. Pipedrive offers visibility groups to allow you to categorize your users and define which items they can view.</p>
<p style="text-align: justify">To begin configuring your default visibility, go to <strong>Settings &gt; Manage Users &gt; <a href="https://app.pipedrive.com/settings/visibility-groups">Visibility groups</a>.</strong></p>
<p style="text-align: justify">You will be given the option to select the <strong>default visibility </strong>for items added to the system. You can change this at any given time.<span style="color: rgb(192,80,77)"></span></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-01-17%20at%2020-57-03.gif" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> The flexibility you have with your visibility groups depends on your company’s plan. Check out the <a href="https://www.pipedrive.com/pricing" target="_blank" rel="noreferrer noopener">pricing page</a> to have an overview of plans and their related features.</div>
<hr>
<h2 style="text-align: justify"><a name="detail-view"></a>Detail view</h2>
<div class="support-note success primary"><strong>Note:</strong> If you‘re a regular deals user and change the visibility of an item owned by another user to <strong>“Item owner,”</strong> you won‘t be able to see that item after the change.</div>
<p style="text-align: justify">The <strong>detail view</strong> is the view of a single deal, person, or organization and contains all information related to that item. You can also set the visibility of an item at the individual level in the detail view.</p>
<p style="text-align: justify">Click on the visibility icon at the top of the page and select the visibility for that specific item.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Changing%20visibility%20detail%20view.png" alt=""></figure>
<p style="text-align: justify">Similar to the information above, the visible-to options are the same visibility options specific to your Pipedrive plan.</p>
<div class="support-note success primary"><strong>Note:</strong> Changing the visibility of a single item <strong>will override the visibility group setting.</strong></div>
<hr>
<h2 style="text-align: justify"><a name="list-view"></a>List view</h2>
<p style="text-align: justify">Depending on the number of items you need to edit, there are two ways to change the visibility of items in the list view.</p>
<p style="text-align: justify">If you want to change the visibility of a single item in the list view, make sure that your <strong>“Visible to”</strong> column is visible. Next, hover over the item to see a pencil icon for editing and click on it to edit its visibility setting.<span style="color: rgb(192,80,77)"></span></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/visibility%20list%20view.png" alt=""></figure>
<p style="text-align: justify">If you wish to change the visibility of several items, you can use the <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">bulk edit</a> option. You can either select specific items or all the items displayed on your list. Then, you can change their visibility by selecting a different option.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-01-17%20at%2020-32-45.gif" alt=""></figure>
<p style="text-align: justify">Learn more about the bulk-editing feature in <a href="https://support.pipedrive.com/en/article/why-can-t-i-see-my-colleagues-items-in-the-list-view">this article</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="visibility-issues"></a>Visibility issues</h2>
<p style="text-align: justify">If you’re a regular user, you may encounter issues when trying to open specific contacts or deals. When this happens, the following banner will appear:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/banner%20item%20not%20visible.png" alt=""></figure>
<p style="text-align: justify">If you see the banner, please contact your administrator. They can either give you visibility or change your status to follower, which allows you to view the item (but not much else). Learn more about why you might not see items in<a href="https://support.pipedrive.com/article/why-can-t-i-see-my-colleagues-items-in-the-list-view"> this article</a>.</p>
<div class="support-note success primary"><strong>Note:</strong> Following an item will override your standard visibility settings.</div>

How can I change the visibility of items?

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Detail view

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List view

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Visibility issues

<p style="text-align: justify">When managing a team, there will be occasions when you’ll want certain users not to see specific information in your account. To allow you to categorize your users and dictate what items they’ll be allowed access to see, Pipedrive offers <strong>visibility groups</strong><strong>.</strong></p>
<p style="text-align: justify">While <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission sets</a> in Pipedrive determine what actions users in your account can perform, visibility groups dictate what information your users can view in Pipedrive.</p>
<hr>
<h2 style="text-align: justify"><a name="configuring-your-visibility-groups"></a>Configuring your visibility groups</h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings access.<br></div>
<p style="text-align: justify">To begin configuring your visibility groups, go to <strong>Settings &gt; Manage Users &gt; <a href="https://app.pipedrive.com/settings/visibility-groups" target="_blank" rel="noreferrer noopener">Visibility groups</a></strong>.</p>
<p style="text-align: justify">The number of visibility groups you have is dependent on which subscription plan your company account is on. <strong><br></strong></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/visibility%20groups%2025.png" alt=""></figure>

<div class="support-note success primary"><strong><strong>Note: </strong></strong>When you set a user’s visibility for any item group, that rule applies to their reports and dashboards in <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> as well. Learn more about visibility in Insights in <a href="https://support.pipedrive.com/article/insights-visibility-permissions" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<h3>Lite and Growth plans<a name="lite-and-growth-plans"></a></h3>
<p style="text-align: justify">If you‘re on the <strong>Lite</strong> or <b>Growth</b> plan, you’ll have the default group for all of your users. </p>
<p style="text-align: justify">You can configure the visibility of your leads, deals, people, organizations and products to one of two options:<br></p>
<table><tbody><tr><td><div style="text-align: center"><strong>Item owner</strong></div></td><td>Can view and edit: owner, admins of the app, followers, parent visibility group members.</td></tr><tr><td><strong>All users</strong></td><td>Can view and edit: everyone in the company.</td></tr></tbody></table>
<h3>Premium, Ultimate and Enterprise plans<a name="premium-ultimate-and-enterprise-plans"></a></h3>
<p style="text-align: justify">If you’re on the <strong>Premium, Ultimate </strong>or <strong>Enterprise</strong> plan, you can create additional visibility groups – and sub-groups, if needed – for more detailed visibility breakdowns for the users in your Pipedrive company account.<br></p>
<table><tbody><tr><td><div style="text-align: center"><strong>Item owner</strong></div></td><td>The item can be viewed and edited only by the owner, followers, admins of the app and parent visibility group members.</td></tr><tr><td><div style="text-align: center"><strong>Item owner’s visibility group</strong></div></td><td>The item can be viewed by any user in the item owner's visibility group, as well as admin users.</td></tr><tr><td><div style="text-align: center"><strong>I</strong><strong>tem owner’s visibility group and sub-groups</strong></div></td><td>App admins and any user in the same, above, or below visibility groups can see items created by users in this group.</td></tr><tr><td><div style="text-align: center"><strong>All users</strong></div></td><td>All users in the Pipedrive company can view and edit items created</td></tr></tbody></table>
<p style="text-align: justify">To add a visibility group, click <strong>”+ Group”</strong> on the right-hand side of the screen.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20visibility%20group.png" alt=""></figure>
<p style="text-align: justify">Add the name of the custom visibility group, the description and the parent group, in case there’s any. Then <strong>save</strong> the changes.</p>
<p style="text-align: justify">To add a user to a visibility group, open the visibility group settings and search for that user in the search bar. A Pipedrive user can only be associated with one visibility group at a time.<br></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20user%20to%20visibility%20group.png" alt=""></figure>

<p style="text-align: justify">To remove a user from a visibility group, click the “X” mark next to the user's name within the visibility group. Then, the user will be transferred to the default group.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/remove%20user%20from%20visibility%20group.png" alt=""></figure>

<div class="support-note success primary"><strong>Note: </strong>Users who have deals admin access will have full visibility of all deals and leads regardless of the visibility group setting. In addition, users with global admin access will have full visibility of all person, organization, and product data regardless of the visibility group option.</div>
<h3 style="text-align: justify">Pipeline Visibility<a name="pipeline-visibility"></a></h3>
<p style="text-align: justify">Users with account settings access can edit the <strong>pipeline</strong> visibility settings for users in the visibility groups by deselecting the pipelines that each group shouldn’t be able to see. By default, all visibility groups will have access to all pipelines.</p>
<p style="text-align: justify">Visibility groups that don’t have access to specific pipelines won’t be able to see any trace of the pipeline nor deals inside that pipeline in Pipedrive, as the pipeline will be completely hidden from their accounts. </p>
<p style="text-align: justify">Users with deals admin permission set will always have access to all pipelines and deals, regardless of the visibility group settings. Learn more about pipeline visibility in <a href="https://support.pipedrive.com/en/article/pipeline-visibility" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2>How many visibility groups can I have?<a name="how-many-visibility-groups-can-i-have"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> Learn how to switch plans in <a href="https://support.pipedrive.com/en/article/how-can-i-switch-to-a-different-pipedrive-plan-or-change-my-billing-frequency">this article</a>.</div>
<p style="text-align: justify">The number of custom visibility groups you can have depends on your plan. </p>
<table><tbody><tr><td><div style="text-align: center"><strong>Plan</strong></div></td><td><div style="text-align: center"><strong>Number of groups</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Lite and Growth</strong></div></td><td><div style="text-align: center">N/A</div></td></tr><tr><td><div style="text-align: center"><strong>Premium</strong></div></td><td><div style="text-align: center">15</div></td></tr><tr><td><div style="text-align: center"><strong>Ultimate</strong></div></td><td><div style="text-align: center">25</div></td></tr><tr><td><div style="text-align: center"><strong>Enterprise</strong></div></td><td><div style="text-align: center">150</div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify"><a name="visible-to-settings-in-pipedrive"></a>Visible-to settings in Pipedrive</h2>
<p style="text-align: justify">The <strong>Visible-to</strong> settings for an item in Pipedrive – like a deal, lead, contact person, organization or product – dictate that item’s specific visibility. An item’s visibility can differ from the visibility set by visibility group ownership. The <strong>visible-to</strong> settings can be edited in any <strong>detail view</strong> or in the <strong>list view</strong>.<br><br>Similar to the information above, the visible-to options are the same as the visibility options specific to your Pipedrive plan.<strong><br></strong></p>
<ul><li><strong>Deal or contacts detail view:</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-05-02%20at%2011.00.24.png" alt=""></figure>
<ul><li><strong>Leads detail view:</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><strong><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-17%20at%2022.13.09.png" alt=""></strong></figure>
<ul><li><strong>List view:</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-05-02%20at%2011.07.37.png" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="ownership"></a>Ownership</h2>
<p style="text-align: justify">Ownership establishes who owns the item in question. If you own an item in Pipedrive, you have permission to both see and edit it.</p>
<p style="text-align: justify">Every item imported will be marked as being owned by the user who created it unless otherwise marked as being owned by another user.</p>
<p style="text-align: justify">If you need to change owner settings, they can be controlled in the detail view or list view, similar to the visible-to setting noted above.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-17%20at%2022.07.23.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> For deals, the owner gets credited for the winning or losing of the deal.</div>

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Lite and Growth plans

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Premium, Ultimate and Enterprise plans

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Pipeline Visibility

Configuring your visibility groups

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How many visibility groups can I have?

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Visible-to settings in Pipedrive

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Ownership

<div class="support-note primary">
<strong>Note: </strong>This page is only available to users with account settings access.<br></div>
<p style="text-align: justify">When managing a team, there are times when you want certain users not performing certain tasks, whether it’s because of performance, redundancy, or just keeping team members focused on specific objectives. </p>
<p style="text-align: justify">You can choose which users can execute which tasks using <strong>permission sets.</strong></p>
<p style="text-align: justify">While <a href="https://support.pipedrive.com/en/article/visibility-groups">visibility groups</a> in Pipedrive dictate what users in your account can <strong>see</strong>, permission sets dictate what users in your account can <strong>do. </strong><strong><br></strong></p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/8Qt8XrZmroypyq1fAMTGNH.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="where-to-find-it"></a>Where to find it</h2>
<p style="text-align: justify">To manage your permission sets, go to<strong> Manage Users &gt; <a href="https://app.pipedrive.com/settings/permissions" target="_blank" rel="noreferrer noopener">Permission sets</a></strong>. You can see the permission sets and the number of users under each set in this view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-09%20at%2017.50.40.png" alt=""></figure>
<p style="text-align: justify">Click <strong>“+ Permission set” </strong>to create a custom set of global, deal or campaign permissions. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-09%20at%2017.53.39.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Admin, regular and custom permissions<br><a name="admin-regular-and-custom-permissions"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Projects don’t have a “regular” set, so users can either have full or no access to those permissions.<br></div>
<p style="text-align: justify">By default, admin-level permission sets can’t be changed, since they include every available permission in that category (i.e. Deal admins have every deal permission.) </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Permissions%204.jpg" alt=""></figure>
<p style="text-align: justify">Regular-level permission sets can be edited by clicking <strong>“...” &gt; Edit </strong>next to a regular permission set.</p><div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Users in custom permission sets are at the regular level.</div>
<hr>
<h2>How many permission sets can I create?<a name="how-many-permission-sets-can-i-create"></a></h2>
<p style="text-align: justify">The number of custom permission sets you can have depends on your <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">Pipedrive plan</a>. </p>
<table><tbody><tr><td><div style="text-align: center"><strong>Plan</strong></div></td><td><div style="text-align: center"><strong>Custom permission sets</strong></div></td></tr><tr><td><div style="text-align: center"><strong>Lite </strong><strong>and</strong><strong> Growth</strong></div></td><td><div style="text-align: center">N/A</div></td></tr><tr><td><div style="text-align: center"><strong>Premium</strong></div></td><td><div style="text-align: center">15</div></td></tr><tr><td><div style="text-align: center"><strong>Ultimate</strong></div></td><td><p style="text-align: center">25</p></td></tr><tr><td><div style="text-align: center"><strong>Enterprise</strong></div></td><td><div style="text-align: center">150</div></td></tr></tbody></table>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can purchase additional custom permission sets outside your plan by going to <strong>Settings &gt; Usage limits </strong>and selecting <strong>“Purchase the increased limits add-on”</strong>.<strong> </strong>For more information about usage limits, check out <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">this article.</a><br></div>
<hr>
<h2 style="text-align: justify">Editing permission sets<a name="editing-permission-sets"></a></h2>
<p style="text-align: justify">Select a regular permission set and click <strong>“...”&gt; “Edit” </strong>to open the available permissions. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Permissions%205.jpg" alt=""></figure>
<p style="text-align: justify">Then click <strong>“Edit permission set” </strong>to select or deselect permissions, and confirm the changes with <strong>“Save.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-06%20at%2013-59-35.gif" alt=""></figure>
<p style="text-align: justify">A pop-up will open after you save, and you can click <strong>“Manage users” </strong>to go directly to your <strong>users and access</strong> menu. </p>
<div class="support-note success primary"><strong>Note:</strong> Only users with account settings access can enable or disable permissions for other users.<br></div>
<hr>
<h2 style="text-align: justify"><a name="permissions"></a>Permissions</h2>
<p style="text-align: justify">There are five categories for permissions in Pipedrive, and each comes with their own rights and access they represent.<br></p>
<table><tbody><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#deals-app" target="_blank" rel="noreferrer noopener">Deals app</a></strong></div></td><td><div style="text-align: justify"><strong>Deals</strong><ul><li>Change a deal’s owner</li><li>Delete deals</li>
<li>Convert deals to leads</li>

<li>Merge duplicate deals</li>

<li>Edit deals won/lost date</li></ul>
<p><strong>Leads</strong></p>
<ul>
<li>Change a lead’s owner</li>
<li>Merge duplicate leads</li>
</ul>
<p><strong>Visibility</strong></p>
<ul><li>See the number of deals and value sum in pipelines and deal list views</li></ul></div></td></tr><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#projects-app" target="_blank" rel="noreferrer noopener">Projects app</a></strong></div></td><td><ul>
<li>Add, edit and delete projects</li>
<li>Add, edit and delete templates</li>
<li>Add, edit and delete project boards and stages</li>
<li>Link project to deal</li>
<li>Add, edit and delete project activities</li>
</ul></td></tr><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#campaigns-app" target="_blank" rel="noreferrer noopener">Campaigns app</a></strong></div></td><td><ul>
<li>Manage sender and domain information</li>
<li>View campaign reports</li>
<li>Send campaigns</li>
<li>Edit campaigns and email templates</li>
<li>Delete campaigns and email templates</li>
</ul></td></tr><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#global-permissions" target="_blank" rel="noreferrer noopener">Global permissions</a></strong></div></td><td><p><strong>Data management</strong></p>
<ul>
<li>Set up new custom fields</li>
<li>Edit custom fields setup</li>
<li>Delete custom fields from setup</li>
<li>Import data from spreadsheets</li>
<li>Set up labels</li>
<li>Bulk edit items</li>
<li>Export data from list views</li>
</ul>
<p><strong>Sharing within company</strong></p>
<ul>
<li>Share filters with other users</li>
<li>Edit shared filters of other users</li>
</ul>
<p><strong>Sharing externally</strong></p>
<ul>
<li>Share Insights dashboards as public links</li>
</ul>
<p><strong>Emails</strong></p>
<ul>
<li>Use email tracking</li>
</ul>
<p><strong>Visibility</strong></p>
<ul>
<li>See other users’ statistics in Insights</li>
<li>See the company’s statistics in Insights</li>
<li>See other users’ data</li>
<li>Follow other users to see their items</li>
<li>See the names of items and users they can’t access</li>
<li>Change visibility of items</li>
</ul>
<p><strong>Activities</strong></p>
<ul>
<li>Delete activities</li>
</ul>
<p><strong>People</strong></p>
<ul>
<li>Add people</li><li>Edit people owned by other users</li><li>Change a person’s owner</li><li>Delete people</li>
<li>Merge duplicate people</li>
</ul>
<p><strong>Organizations</strong></p>
<ul>
<li>Add organizations</li><li>Edit organizations owned by other users</li><li>Change an organization’s owner</li><li>Delete organizations</li>
<li>Merge duplicate organizations</li>
</ul>
<p><strong>Products</strong></p>
<ul>
<li>Change a product’s owner</li><li>Add products</li>
<li>Edit products</li>
<li>Delete products</li>
<li>Delete product price variations</li>
</ul>
<p><strong>Tools and setup</strong></p>
<ul>
<li>Add automations</li>
<li>Access their own API token</li>
<li>Add and import <a href="https://www.pipedrive.com/en/features/smart-docs-add-on">Smart Docs</a> templates</li>
</ul></td></tr></tbody></table>
<p style="text-align: justify"><strong>Note: </strong>Permissions for Insights visibility can be found in your global user permissions under <strong>visibility.</strong></p>
<hr>
<h2>Permissions for adding/editing new items<a name="permissions-for-adding-editing-new-items"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Permissions discussed below are available on Professional plans and up. <br></div>
<p style="text-align: justify">There are specific permissions in Pipedrive that can block other users from creating or editing account data. </p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Permission name</strong></div></td><td><div style="text-align: justify"><strong>Function</strong></div></td><td><div style="text-align: justify"><strong>Permission location</strong></div></td></tr><tr><td><div style="text-align: justify">Add deals</div></td><td><div style="text-align: justify">Controls whether or not a user can create new deals</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Edit deals owned by other user</div></td><td><div style="text-align: justify">Decides whether a user can edit all deals, or just the ones they own</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Add leads</div></td><td><div style="text-align: justify">Controls whether or not a user can create new leads</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Edit leads owned by other user</div></td><td><div style="text-align: justify">Decides whether a user can edit all leads, or just the ones they own</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Add organizations</div></td><td><div style="text-align: justify">Controls whether or not a user can create new organizations</div></td><td><div style="text-align: justify">Global permissions</div></td></tr><tr><td><div style="text-align: justify">Edit organizations owned by other users</div></td><td><div style="text-align: justify">Decides whether a user can edit all organizations, or just the ones they own</div></td><td><div style="text-align: justify">Global permissions</div></td></tr><tr><td><div style="text-align: justify">Add people</div></td><td><div style="text-align: justify">Controls whether or not a user can create new people</div></td><td><div style="text-align: justify">Global permissions</div></td></tr><tr><td><div style="text-align: justify">Edit people owned by other users</div></td><td><div style="text-align: justify">Decides whether a user can edit all people, or just the ones they own</div></td><td><div style="text-align: justify">Global permissions</div></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note: </strong>Users with the “add leads” permission disabled can still create new leads with <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">LeadBooster</a> tools.</div>

where-to-find-it

Where to find it

admin-regular-and-custom-permissions

Admin, regular and custom permissions

how-many-permission-sets-can-i-create

How many permission sets can I create?

permissions

Permissions

permissions-for-adding-editing-new-items

Permissions for adding/editing new items

<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings access.</div>
<p style="text-align: justify">If you’ve started using Pipedrive and want your coworkers to join in on the action, you can invite them into your Pipedrive company account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" alt="Video tutorial on inviting users to Pipedrive">
</figure>
<div style="text-align: justify" class="support-note primary">
 If you’re just getting started with Pipedrive, you can check out our <a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener"><strong>Pipedrive Academy course</strong></a>.
</div>
<hr>
<h2 style="text-align: justify">To invite new users<a name="to-invite-new-users"></a></h2>
<p style="text-align: justify">Navigate to the upper right corner of Pipedrive, go to the <strong>account menu &gt; <a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener">Manage users</a></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU12.png" alt="">
</figure>
<p style="text-align: justify">You’ll be directed to the <strong>Manage users</strong> page and can add colleagues to your account by clicking the <strong>“+ User”</strong> button on the right side of the screen.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU11.png" alt="">
</figure>
<p style="text-align: justify">The <strong>“Add users”</strong> box will then open, allowing you to enter the email address of the person you wish to add to your account. To add multiple users, submit their email addresses separated by commas. Once ready, click <strong>“Preview”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202025-06-11%20at%2013-39-30.gif" alt="">
</figure>
<p style="text-align: justify">To adjust access rights and permissions for the newly added users, select them in the <strong>preview</strong> section. This opens the <strong>edit access</strong> panel on the right side, where you can specify the appropriate permissions.</p>
<hr>
<h2 style="text-align: justify">After you invite new users<a name="after-you-invite-new-users"></a></h2>
<p style="text-align: justify">If the invited user hasn’t accepted your invitation, it can be <strong>canceled or resent</strong>. To see these options, click on the <strong>“Invited”</strong> tab and select any pending invitations.</p>
<p style="text-align: justify">In the same right-side panel, you can also modify the permissions of prospective users.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU3.png" alt="">
</figure>
<p style="text-align: justify">If your invited users:</p>
<ul style="text-align:justify;">
 <li><strong>Haven’t signed up for Pipedrive before</strong>, they’ll receive an invitation email from Pipedrive. This email includes a link that allows them to set their password and log into the Pipedrive company account you’ve invited them to join.</li>
 <li><strong>Have signed up for Pipedrive before</strong> and are still members of another Pipedrive account, they’ll receive an email notification that they’ve been added to your account. They’ll use the same login credentials as before and can switch between the companies by using the <strong>“<a href="https://support.pipedrive.com/article/how-can-i-switch-between-multiple-pipedrive-accounts" target="_blank" rel="noreferrer noopener">Switch company</a>”</strong> option found in the account menu in the upper-right corner of the app.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU4.png" alt="">
</figure>
<div style="text-align: justify" class="support-note primary">
 <strong>Note:</strong> Your Pipedrive subscription is billed based on the number of active seats in the Pipedrive company account. Adding a user will increase your Pipedrive subscription cost if it raises the number of seats in the account.
</div>

How can I add a user?

to-invite-new-users

To invite new users

after-you-invite-new-users

After you invite new users

<div class="support-note primary">
<strong>Note: </strong>This action is only available to users with account settings access.</div>
<p style="text-align: justify"> Your Pipedrive user list can be found in <strong>Company settings &gt; Manage Users &gt; <a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener">Users and access.</a></strong></p>
<p style="text-align: justify">In addition to a list of users, this will also show you:</p>
<ul><li>The users that have access to <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings</a></li><li>The permission sets users are granted</li><li>The visibility group users belong to. This defines the visibility of the entities they create.</li></ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202024-04-15%20at%2014%3A49%3A24.png" alt=""></figure>

<div class="support-note primary">
<strong>Note</strong>: The first user to start a new trial account is automatically given <strong>admin user rights with account settings access</strong>. Any users with account settings access can remove the admin user permission of the initial user if need be.<br></div>
<p style="text-align: justify">In the <strong>Manage users</strong> section, you’ll have three sections: active, invited, and deactivated.</p><table><tbody><tr><td><div style="text-align: center"><strong>Active</strong></div></td><td><div style="text-align: justify">The user is currently enrolled with the account and has access</div></td></tr><tr><td><div style="text-align: center"><strong>Invited</strong></div></td><td><div style="text-align: justify">An invite has been sent to the email address, but a new user has not yet been enrolled.</div></td></tr><tr><td><div style="text-align: center"><strong>Deactivated</strong></div></td><td><div style="text-align: justify">The user has been disabled and the user no longer has access to the company account.</div></td></tr></tbody></table>
<p>If a user has been invited to join the account but has not accepted, you can cancel their Pipedrive invite link under the invited tab.</p>
<p>You can learn more about adding new users in <a href="https://support.pipedrive.com/hc/en/articles/207319685-How-can-I-add-a-user-" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>

Users

<p style="text-align: justify">Knowing which information is exclusive to you, and which information can be accessed and edited by account admins, is vital to knowing where you fit in your Pipedrive ecosystem.</p>
<hr>
<h2 style="text-align: justify">Updating your own user information<br><a name="updating-your-own-user-information"></a></h2>
<div class="support-note primary">
<strong>Note:</strong> Users can <strong>only</strong> update their own user information regardless of permissions.</div>
<p style="text-align: justify">To update your user information, go to <strong>Personal Preferences &gt; <a href="/settings/profile">Account</a></strong>.</p>
<p style="text-align: justify">Here, you can update the following information: <br></p>
<ul><li>Picture</li><li>Name </li>
<li>Login email</li>
<li>Timezone (this is updated automatically to match your computer timezone)</li>
<li>Date/number format</li>
<li>Language</li>
<li>Default currency</li>
</ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-15%20at%2015.17.18.png" alt=""></figure>

<p style="text-align: justify">You can also change your password by going to <strong>Password &gt; <a href="/settings/password">Password and login</a></strong>. </p>
<hr>
<h2 style="text-align: justify">
<a name="updating-other-users-information"></a>Updating other users’ information </h2>
<div class="support-note success primary"><strong>Note: </strong>If you want to give a user account settings access, please read <a href="https://support.pipedrive.com/hc/en/articles/207344895" title="https://support.pipedrive.com/hc/en/articles/207344895" target="_blank">this article</a>.<br></div>
<p style="text-align: justify">Users with<strong> account settings </strong>access can perform the following actions for regular users and other admins.</p>
<ul><li>Edit <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" title="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" rel="noreferrer noopener">permission sets</a></li><li>Edit <a href="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" title="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" target="_blank" rel="noreferrer noopener">visibility groups</a></li><li> Edit <a href="https://support.pipedrive.com/hc/en/articles/360000246589-Teams" title="https://support.pipedrive.com/hc/en/articles/360000246589-Teams" target="_blank" rel="noreferrer noopener">team</a> information </li><li><a href="https://support.pipedrive.com/article/how-can-i-add-a-user" target="_blank" rel="noreferrer noopener">Add</a> and <a href="https://support.pipedrive.com/article/how-can-i-deactivate-or-reactivate-a-user" target="_blank" rel="noreferrer noopener">deactivate</a> users</li></ul>
<p style="text-align: justify">You can make these changes by going to <strong>Company Settings &gt; <a href="/settings/users">Manage users</a> &gt; “...” &gt; Edit access rights.</strong></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-15%20at%2015.22.02.png" alt=""></figure><h3>Can an admin user update the login information of other users?<a name="can-an-admin-user-update-the-login-information-of-other-users"></a></h3>
<p style="text-align: justify">For security and privacy reasons, an admin user <strong>can’t</strong> update the name, login email or password of any other user, admin or regular. </p>
<p style="text-align: justify">In Pipedrive, one user can belong to multiple companies with one set of login credentials, so we want to ensure that other users can’t access or change that information.<strong><br></strong></p>
<h3 style="text-align: justify">What if I want to replace a user?<a name="what-if-i-want-to-replace-a-user"></a></h3>
<p style="text-align: justify">The best way to replace a user in Pipedrive is to <a href="https://support.pipedrive.com/hc/en/articles/115005422805" title="https://support.pipedrive.com/hc/en/articles/115005422805" target="_blank" rel="noreferrer noopener">deactivate</a> the existing user and <a href="https://support.pipedrive.com/hc/en/articles/207319685" title="https://support.pipedrive.com/hc/en/articles/207319685" target="_blank" rel="noreferrer noopener">add a new one</a> for the new team member.</p>
<div class="support-note success primary"><strong>Note: </strong>For a guide on transferring previously owned items to a new user, check out <a href="https://support.pipedrive.com/hc/en/articles/360006418457-Viewing-and-reassigning-the-data-of-a-deactivated-user" title="https://support.pipedrive.com/hc/en/articles/360006418457-Viewing-and-reassigning-the-data-of-a-deactivated-user" target="_blank">this article</a>.</div>

Updating user information

updating-your-own-user-information

Updating your own user information

updating-other-users-information

can-an-admin-user-update-the-login-information-of-other-users

Can an admin user update the login information of other users?

what-if-i-want-to-replace-a-user

What if I want to replace a user?

Updating other users’ information

Use teams to track shared goals and make team-based reporting easier.

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Professional and higher plans. Professional plan accounts are limited to three teams, Power plan to fifteen teams and Enterprise plan users have unlimited teams.<br></div>
<p style="text-align: justify">Pipedrive does its best work when it is used to help organize salespeople into an effective and consistent team. On top of that, Pipedrive works to help managers keep that team pointed towards their ultimate goal and directed towards the success of the company.</p>
<p style="text-align: justify">Pipedrive’s <strong>Teams</strong> feature allows admin users to keep an eye on their team’s progress, allowing that admin to observe their team’s progress without having to interrupt them for updates. </p>
<div class="support-note primary">If you’re just getting started with Pipedrive, you can check out our <strong>“Get your team on board”</strong> <strong><a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a></strong>.
<br></div>
<hr>
<h2 style="text-align: justify">Add a team<a name="add-a-team"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings access</a> enabled.<br></div>
<p style="text-align: justify">To create a team in your Pipedrive account, go to <strong>Manage users &gt; <a href="https://app.pipedrive.com/settings/teams" target="_blank" rel="noreferrer noopener">Team filters</a></strong>, then click the <strong>“+ Team”</strong> button.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.15.46.png" alt=""></figure>
<p style="text-align: justify">Provide a team name, designate a team manager, choose the team members and provide a description of the team. Once that information is provided, click <strong>“Save”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.21.28.png" alt=""></figure>
<p style="text-align: justify">Once a team has been established in your Pipedrive account, you can utilize the<strong> Teams</strong> feature in order to get more effective reporting on the information within your Pipedrive account.</p>
<hr>
<h2>Team filtering<a name="team-filtering"></a></h2>
<p style="text-align: justify">To report on information about a specific team, select the filter dropdown in any view – <a href="https://support.pipedrive.com/hc/en/articles/360000106229-Pipeline-View" target="_blank" rel="noreferrer noopener"><strong>pipeline view</strong></a>, <a href="https://support.pipedrive.com/hc/en/articles/360000146149-List-View" target="_blank" rel="noreferrer noopener"><strong>list view</strong></a>, or <a href="https://support.pipedrive.com/hc/en/articles/207448395-The-Forecast-View-Revenue-Projection" target="_blank" rel="noreferrer noopener"><strong>forecast view</strong></a> – in order to see information owned by the members of that specific team.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.09.57.png" alt=""></figure>
<p style="text-align: justify">If you would like to learn more about filtering in your Pipedrive account check this <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" rel="noreferrer noopener">article</a>.</p>
<hr>
<h2 style="text-align: justify">Teams in Insights <a name="teams-in-insights"></a></h2>
<p style="text-align: justify">You can also utilize the <strong>Teams</strong> feature when keeping track of your team’s progress in <strong><a href="https://support.pipedrive.com/hc/en/articles/360001930658-Insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> &gt; Reports</strong>.</p>
<p style="text-align: justify">When a team has been established in the Pipedrive account, you’ll then be able to filter for your team at the top of your Insights report.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.27.42.png" alt=""></figure>
<p style="text-align: justify">Learn more about the reporting using our Insights feature and the information it can effectively track <a href="https://support.pipedrive.com/hc/en/articles/207435039-Reports" target="_blank" rel="noreferrer noopener">here</a>.</p>

Teams

add-a-team

Add a team

team-filtering

Team filtering

teams-in-insights

Teams in Insights

<p style="text-align: justify">When navigating the <strong>Manage Users</strong> page, you might notice that your permissions are set to regular. </p>
<p style="text-align: justify">Users with <strong>regular</strong> access in deals and global permissions have the permissions which were given to them when they were invited into their Pipedrive company account.</p>
<p style="text-align: justify">Based on the chosen options in that permission set, the user may have limited access to viewing and changing certain items in the Pipedrive account. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-27%20at%2018.11.45.png" alt=""></figure>

What is a "regular user"?

<div class="support-note primary">
<strong>Note</strong><strong>:</strong><span> This action is only available to users with <strong>account settings</strong> access</span><span>.</span></div>
<p style="text-align: justify">When an existing Pipedrive user switches to another team or leaves the company, you may want to replace them with a new user. </p>
<p style="text-align: justify">For security purposes, the best way to do this would be to <a href="https://support.pipedrive.com/hc/en/articles/115005422805-How-can-I-deactivate-a-user-" target="_blank" rel="noreferrer noopener">deactivate the old user</a> so they no longer have access and then <a href="https://support.pipedrive.com/hc/en/articles/207319685-How-can-I-add-a-user-" target="_blank" rel="noreferrer noopener">add a new user</a> to your Pipedrive account.</p>
<p style="text-align: justify">You can do both by going to<strong> <a href="/settings/users">Manage users</a></strong> and then, after clicking on <strong>“...” </strong>next to the user you’d like to deactivate, select <strong>“</strong><strong>Deactivate”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-10%20at%2011.15.46.png" alt=""></figure>
<p style="text-align: justify">To add a new user, click on <strong>“+”</strong> on the right-hand side to add a new user to your account.</p>
<p style="text-align: justify"><strong>What if I want to transfer data from the deactivated user to the new user? </strong></p>
<p style="text-align: justify">Once you deactivate a user, you may find that this user had owned deals or contacts that now need to be reassigned to the new user or another active user. You can easily reassign the items by following <a href="https://support.pipedrive.com/hc/en/articles/115005444389-How-can-I-reassign-items-owned-by-a-deactivated-user-" target="_blank" rel="noreferrer noopener">this article</a>. Transferring data in this way will allow you to choose exactly what needs to be reassigned and prevent any confidential information from being shared. </p>

How can I replace users in my Pipedrive company account?

Learn how to deactivate, reactivate or delete a user from your Pipedrive account.

<div class="support-note primary">
<strong>Note: </strong>These actions are only available to users with <strong>account settings</strong> access.</div>
<p style="text-align: justify">If an employee has left your company or simply no longer requires access, they can be deactivated from the Pipedrive company account. When a user is deactivated, all of the deals and contacts that they own remain in the account, but also remain owned by that deactivated user. </p>
<p style="text-align: justify">Prior to deactivating a user in your Pipedrive account, we suggest first seeing if there are any deals or contacts currently owned by that user.</p>
<p style="text-align: justify">To do so, filter for items owned by that user, and use our <a href="https://support.pipedrive.com/hc/en/articles/206529689" target="_blank" rel="noreferrer noopener">bulk edit function</a> to change the <strong>owner</strong> of those items. If you have already deactivated a user that may still have items assigned to their user account.</p>
<p style="text-align: justify">You can view and reassign the ownership of those items to another user in your account as shown in <a href="https://support.pipedrive.com/hc/en/articles/360006418457" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note primary">
<strong>Note</strong>: Deactivated users will still appear in the <strong>progress</strong> tab of your Pipedrive account.</div>
<hr>
<h2 style="text-align: justify">
<a name="deactivating-a-user"></a>Deactivating a user</h2>
<p style="text-align: justify">To deactivate a user from Pipedrive, go to <strong>Settings &gt; Manage users &gt; <a href="/settings/users">Users and access</a>.</strong> To the right-hand side of each user, you’ll see a <strong>“...<strong>“</strong></strong>. Click on the <strong>“</strong><strong>Deactivate<strong>“</strong></strong> option to deactivate the user you want to remove from your Pipedrive account. </p>

<p style="text-align: justify">When you deactivate a user, you’ll also see the data that is currently owned by that user so that you can reassign the items if necessary. You’ll also see a reminder to remove any unused seats.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Modal%20window.png" alt=""></figure>


<hr>
<h2 style="text-align: justify">
<a name="removing-unused-seats"></a>Removing unused seats</h2>
<p style="text-align: justify">If you opt to remove unused seats during user deactivation, you’ll need to confirm the change in the billing checkout.<br></p>
<p>You can learn about the difference between a billed seat and a Pipedrive user in <a href="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat" target="_blank" rel="noreferrer noopener">this article</a>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-29%20at%2012.11.50.png" alt=""></figure>
<ul><li><strong>If you remove this unused seat</strong>, you’ll no longer have an active seat to add a user to. You’ll be billed for the decreased seat amount from your next invoice date. You can learn about the difference between a billed seat and a Pipedrive user in <a href="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat" title="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat">this article</a>.</li><li><strong>If you don’t remove this unused seat</strong>, then that seat still exists in your account and billing remains unchanged. This allows you to add another user to replace the deactivated user easily without having to process multiple billing transactions.</li></ul>
<div class="support-note success primary"><strong>Note</strong>: Pipedrive billing is based on active seats. Deactivating users only reduces the costs of your Pipedrive subscription if the seat numbers decrease. You can read more about the billing process <a href="https://support.pipedrive.com/hc/en/articles/115005426009" title="https://support.pipedrive.com/hc/en/articles/115005426009" target="_blank">in this article</a>.</div>
<hr>
<h2 style="text-align: justify">
<a name="reactivating-a-user"></a>Reactivating a user</h2>
<p style="text-align: justify">Any deactivated user can be reactivated by going to the <strong>Deactivated</strong> tab and clicking “<strong>Reactivate</strong>” next to the target user. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-29%20at%2012.18.17.png" alt=""></figure>

<p style="text-align: justify"><strong>Changes in active seat count:</strong><br></p>
<ul><li>If an open seat exists, reactivated users fill it without affecting the billing</li><li>If reactivating a user adds a new seat to your account, your billed seat count will increase, billing you immediately for that new seat</li></ul>
<p>You can read more about this billing process in <a href="https://support.pipedrive.com/article/what-happens-to-my-billing-when-i-add-a-user-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2>Deleting a user<a name="deleting-a-user"></a></h2>
<p style="text-align: justify">If you need to remove the name and email address of a deactivated user, you can permanently delete it. </p>
<div class="support-note warning"><strong>Note:</strong> Once a user is deleted, it can’t be reactivated.<br></div>
<p style="text-align: justify">To delete a user, go to the <strong>Deactivated</strong> tab and click “<strong>Delete user</strong>” next to the target user.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-29%20at%2012.18.17%202.png" alt=""></figure>
<p style="text-align: justify"><strong>Upon user deletion:</strong><br></p>
<ul><li>The user’s name, email, and profile picture are completely removed from your company account. Instead, you’ll see the name <code>(deleted user)</code> or <code>(deleted user, IDxxxxxxxx)</code>.</li><li>All leads, deals and contacts the deleted user owns remain in your company account and are still assigned to the deleted user, unless the ownership is transferred during deletion. </li></ul>
<div class="support-note success primary"><strong>Note:</strong> We highly recommend transferring item ownership before the user is deleted, as you’ll no longer be able to select the deactivated user in filters. As an alternative, you can create a filter with conditions where the owner is <strong>not</strong> any of the other users.</div>
<p style="text-align: justify">Learn about the other items the deleted user could be part of in <a href="https://support.pipedrive.com/article/data-deleted-deactivated-user" target="_blank" rel="noreferrer noopener">this article</a>.</p>

How can I deactivate, reactivate or delete a user?

deactivating-a-user

Deactivating a user

removing-unused-seats

Removing unused seats

reactivating-a-user

Reactivating a user

deleting-a-user

Deleting a user

<p style="text-align: justify">The admin user with account settings access is the first user that set up the account and the users that they assigned admin status since then.</p>
<p style="text-align: justify">If you are not sure who the admin user is on your account, for security reasons and to maintain user privacy, our support agents cannot answer this question for you. Unfortunately, there is no possibility for our support team to share this information with you.</p>
<p style="text-align: justify">In this case, one possibility would be for you to check the user that your invitation email to Pipedrive arrived from. In many cases, this user will still be the admin user.</p>
<p style="text-align: justify">Otherwise, you will need to contact your manager, supervisor, IT admin, or colleagues to find out who is the admin user on the account.</p><div class="support-note success primary"><strong>Note</strong>: The original creator of the account will be given account settings admin status, however this status can be removed or given to other users. You can check out <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a> for more information about user management. </div>

Who is the admin user of my account?

<p>As a global permissions admin, if you would like to assign users to follow other users in your Pipedrive account, go to your <strong><a href="https://support.pipedrive.com/article/user-overview" target="_blank" rel="noreferrer noopener">User overview</a></strong> and click the followers drop-down box in the top right corner: <br></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%202022-10-11%20at%2010.05.58.png" alt=""></figure>


<p>You can either add an existing user as a follower, or start following that user yourself.</p><div class="support-note success primary"><strong>Note: </strong>You will only be able to add followers for other users if you are a global permissions admin. Regular users will still be able to follow other users, but they can't assign followers.<br><br></div>
<p>Once a user is being followed, updates they make will appear under the <strong>Updates</strong> tab in your user overview. </p>

How can I follow items owned by other Pipedrive users?

<div class="support-note success primary"><strong>Note: </strong>Editing visibility groups can only be done by users with <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings</a> enabled. <br></div>
<p style="text-align: justify">Visibility groups allow you to categorize your users and dictate what items they will be allowed access to view.</p>
<p style="text-align: justify">In Pipedrive it is also possible to choose which groups of users can view certain leads in their account. Users in these groups must have <a href="https://support.pipedrive.com/article/global-user-management#deals-app" target="_blank" rel="noreferrer noopener">deals access</a> enabled. Learn how visibility groups work in Pipedrive in <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="company-settings"></a>Company settings</h2>
<div class="support-note success primary"><strong>Note: </strong>Only users with account settings enabled can edit visibility groups from the <strong>Manage users</strong> page. The number of visibility groups you have will depend on the plan you are on. </div>
<p style="text-align: justify">You can set your lead's default visibility by going to <strong>Manage users &gt; </strong><a href="http://app.pipedrive.com/settings/visibility-groups" title="http://app.pipedrive.com/settings/visibility-groups"><strong>Visibility groups</strong></a>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-10%20at%2011.33.16.png" alt=""></figure>

<hr>
<h2 style="text-align: justify"><a name="editing-visibility-groups-in-the-leads-inbox"></a>Editing visibility groups in the Leads Inbox</h2>
<p style="text-align: justify">When managing leads in your <a href="https://support.pipedrive.com/en/article/leads-inbox" title="https://support.pipedrive.com/en/article/leads-inbox">Leads Inbox</a>, you can edit your lead's visibility when adding it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-12-20%20at%2019.36.59.png" alt=""></figure>
<p style="text-align: justify">If you would like to change the visibility for one lead, this can be done from the <strong>lead detail</strong> view by clicking on the <strong>lead name</strong> and then on the <strong>visibility icon</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-12-20%20at%2019.39.44.png" alt=""></figure>
<p style="text-align: justify">In order to edit your lead's visibility <strong>in bulk</strong>, you can go to your <strong>Leads Inbox</strong>, select any leads you would like to update and change their visibility in the sidebar.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-18%20at%2016.48.43.png" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="setting-visibility-groups-from-chatbot-and-web-forms"></a>Setting visibility groups from Chatbot and Web Forms</h2>
<p style="text-align: justify"><strong>Chatbot</strong></p>
<p style="text-align: justify">If your team uses Pipedrive's <a href="https://support.pipedrive.com/en/article/chatbot" title="https://support.pipedrive.com/en/article/chatbot">Chatbot feature</a>, you can select what visibility you would like your new lead to be added to.</p>
<p style="text-align: justify">Under the <strong>Playbook editor</strong>, when adding your end result, the visibility can be edited under <strong>Owner</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-18%20at%2017.35.00.png" alt=""></figure>
<p style="text-align: justify"><strong>Web Forms</strong></p>
<p style="text-align: justify">If you use Pipedrive's <a href="https://support.pipedrive.com/en/article/web-forms" title="https://support.pipedrive.com/en/article/web-forms">Web Forms</a>, it is possible for you to decide on what visibility your lead will be assigned to once it has been added.</p>
<p style="text-align: justify">When choosing the <strong>Submit option</strong><strong>s</strong> for your Web Form, you should select your preferred visibility for leads added within <strong>Saving preferences</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-18%20at%2017.37.54.png" alt=""></figure>

Visibility groups for leads

company-settings

Company settings

editing-visibility-groups-in-the-leads-inbox

Editing visibility groups in the Leads Inbox

setting-visibility-groups-from-chatbot-and-web-forms

Setting visibility groups from Chatbot and Web Forms

Users and permissions

<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> As of September 30, 2025, the old Pipedrive plan limits have been updated to reflect the new plan limits.</div>
<p style="text-align: justify">In Pipedrive, usage limits are based on the <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">plan</a> you’re on.</p>
<hr>
<h2>Usage limits per plan<a name="usage-limits-per-plan"></a></h2>
<h3>Old Pipedrive plans<a name="old-pipedrive-plans"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Feature</strong></div></td><td><div style="text-align: center"><strong>Essential</strong></div></td><td><div style="text-align: center"><strong>Advanced</strong></div></td><td><div style="text-align: center"><strong>Professional</strong></div></td><td><div style="text-align: center"><strong>Power</strong></div></td><td><strong>Enterprise</strong></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive#leads-and-deals-limit" target="_blank" rel="noreferrer noopener">Leads and deals</a> (per company)</strong></td><td><div style="text-align: center">2,000 x seats</div></td><td><div style="text-align: center">4,000 x seats</div></td><td><div style="text-align: center">10,000 x seats</div></td><td><div style="text-align: center">15,000 x seats</div></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">Custom fields</a> (per company)</strong></td><td><div style="text-align: center">30</div></td><td><div style="text-align: center">100</div></td><td><div style="text-align: center">300</div></td><td><div style="text-align: center">500</div></td><td><div style="text-align: center">1000</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> reports (per user)</strong></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">30</div></td><td><div style="text-align: center">150</div></td><td><div style="text-align: center">250</div></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">Automations</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">50</div></td><td><div style="text-align: center">100</div></td><td><p style="text-align: center">150</p></td><td><div style="text-align: center">250</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/workflow-automation-conditions#if-else-conditions" target="_blank" rel="noreferrer noopener">If/else condition</a> (per automation)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">1</div></td><td><div style="text-align: center">5</div></td><td><p style="text-align: center">10</p></td><td><div style="text-align: center">20</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/sequences" target="_blank" rel="noreferrer noopener">Sequences</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">20</div></td><td><div style="text-align: center">50</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/syncing-multiple-email-accounts" target="_blank" rel="noreferrer noopener">Multiple email sync</a> (per user)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">1 email account</div></td><td><div style="text-align: center">2 email accounts</div></td><td><div style="text-align: center">3 email accounts</div></td><td><div style="text-align: center">5 email accounts</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/team-inbox" target="_blank" rel="noreferrer noopener">Shared team inboxes</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">1 email account</div></td><td><div style="text-align: center">5 email accounts</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/teams" target="_blank" rel="noreferrer noopener">Teams</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">3</div></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">150</div></td></tr><tr><td><strong>Custom <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">visibility groups</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">3</div></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">150</div></td></tr><tr><td><strong>Custom <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission sets</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">2</div></td><td><div style="text-align: center">10</div></td><td><div style="text-align: center">150</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/data-enrichment" target="_blank" rel="noreferrer noopener">Data enrichment</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">50 credits</div></td><td><div style="text-align: center">1000 credits</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/scores" target="_blank" rel="noreferrer noopener">Custom scores</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><p style="text-align: center">N/A</p></td><td><div style="text-align: center">5</div></td><td><div style="text-align: center">10</div></td></tr><tr><td><strong>API tokens (per company)</strong></td><td><div style="text-align: center">30,000 x seats</div></td><td><div style="text-align: center">60,000 x seats</div></td><td><div style="text-align: center">90,000 x seats</div></td><td><div style="text-align: center">150,000 x seats</div></td><td><div style="text-align: center">210,000 x seats</div></td></tr></tbody></table>
<h3>New Pipedrive plans<a name="new-pipedrive-plans"></a></h3>
<table><tbody><tr><td><div style="text-align: center"><strong>Feature</strong></div></td><td><div style="text-align: center"><strong>Lite</strong></div></td><td><div style="text-align: center"><strong>Growth</strong></div></td><td><div style="text-align: center"><strong>Premium</strong></div></td><td><div style="text-align: center"><strong>Ultimate</strong></div></td></tr><tr><td><strong><strong><a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive#leads-and-deals-limit" target="_blank" rel="noreferrer noopener">Leads and deals</a> (per company)</strong></strong></td><td><div style="text-align: center">2,500 x seats</div>
<p style="text-align: center">(up to 300,000)</p></td><td><div style="text-align: center">5,000 x seats</div>
<p style="text-align: center">(up to 300,000)</p></td><td><div style="text-align: center">15,000 x seats</div>
<p style="text-align: center">(up to 300,000)</p></td><td><div style="text-align: center">20,000 x seats</div>
<p style="text-align: center">(up to 300,000)</p></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">Custom fields</a> (per company)</strong></td><td><div style="text-align: center">30</div></td><td><div style="text-align: center">100</div></td><td><div style="text-align: center">300</div></td><td><div style="text-align: center">500</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> reports (per user)</strong></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">50</div></td><td><div style="text-align: center">250</div></td><td><div style="text-align: center">500</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">Automations</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">50</div></td><td><div style="text-align: center">150</div></td><td><p style="text-align: center">250</p></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/workflow-automation-conditions#if-else-conditions" target="_blank" rel="noreferrer noopener">If/else condition</a> (per automation)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">3</div></td><td><div style="text-align: center">10</div></td><td><p style="text-align: center">20</p></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/sequences" target="_blank" rel="noreferrer noopener">Sequences</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">5</div></td><td><div style="text-align: center">25</div></td><td><div style="text-align: center">50</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/syncing-multiple-email-accounts" target="_blank" rel="noreferrer noopener">Multiple email sync</a> (per user)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">1 email account</div></td><td><div style="text-align: center">3 email accounts</div></td><td><div style="text-align: center">5 email accounts</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/team-inbox" target="_blank" rel="noreferrer noopener">Shared team inboxes</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">1 email account</div></td><td><div style="text-align: center">5 email accounts</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/teams" target="_blank" rel="noreferrer noopener">Teams</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">25</div></td></tr><tr><td><strong>Custom <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">visibility groups</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">25</div></td></tr><tr><td><strong>Custom <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission sets</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">25</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/data-enrichment" target="_blank" rel="noreferrer noopener">Data enrichment</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">100 credits</div></td><td><div style="text-align: center">500 credits</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/scores" target="_blank" rel="noreferrer noopener">Custom scores</a> (per company)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">5</div></td><td><div style="text-align: center">10</div></td></tr><tr><td><strong>API tokens (per company)</strong></td><td><div style="text-align: center">30,000 x seats</div>
<p style="text-align: center">(up to 100 million)</p></td><td><div style="text-align: center">60,000 x seats</div>
<p style="text-align: center">(up to 100 million)</p></td><td><div style="text-align: center">150,000 x seats</div>
<p style="text-align: center">(up to 100 million)</p></td><td><div style="text-align: center">210,000 x seats</div>
<p style="text-align: center">(up to 100 million)</p></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note:</strong> Pipedrive has no usage limits for contacts. However, third-party apps like <strong>Google Contacts </strong>can. If you have contact sync enabled, you may encounter a limit imposed by your contact provider.</div>
<div class="support-note warning"><strong>Note:</strong> The absolute maximum number of leads and deals allowed in a company account is 300,000, and the maximum number of API tokens is 100 million, regardless of seat-based calculations.</div>
<hr>
<h2>Leads and deals limit<a name="leads-and-deals-limit"></a></h2>
<p style="text-align: justify">Starting May 29, 2025, the <strong>leads and deals usage limit</strong> has replaced the previous <strong>open deals limit</strong> for new accounts. Existing accounts have also had their limit replaced at their next renewal date on October 1, 2025.</p>
<table><tbody><tr><td><div style="text-align: center"><strong>Open deals</strong></div></td><td>An open deal refers to a deal that has <strong>not</strong> been won, lost, or deleted.<div class="support-note success primary">All accounts will have their open deals limit replaced by a leads and deals limit by October 2026. </div></td></tr><tr><td><div style="text-align: center"><strong>Leads and deals</strong></div></td><td>Total combined number of active leads and open, won or lost deals that have <strong>not</strong> been archived or deleted.<div class="support-note success primary">Applicable to new accounts created from May 2025 or to existing accounts at their next renewal date from October 2025.</div>
<div class="support-note success primary">To ensure performance stability, the maximum combined number of leads and deals allowed is 300,000 on all plans, except Enterprise.</div></td></tr></tbody></table>
<p style="text-align: justify">To determine your current usage and lead and deals limits, refer to your billing information or the <a href="http://app.pipedrive.com/settings/usage-caps"><strong>Usage</strong></a> menu in your company settings.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/usage%20deals.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Automation limits<a name="automation-limits"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This section covers only some automation limits. For a full overview, see the <a href="https://support.pipedrive.com/article/automation-limits" target="_blank" rel="noreferrer noopener">automation limits article</a>.</div>
<p style="text-align: justify">Some features of the <strong>Automations</strong> tool are limited for performance reasons. The limits are the same across all plans, except for the Advanced plan.</p>
<p style="text-align: justify">Each automation can have:</p>
<ul>
<li>10 <strong>actions</strong> per path </li>
<li>10 <strong>delay steps</strong> per path (except the Advanced plan with 3 delays per path)</li>
<li>90 days <strong>total time limit</strong> per path</li>
<li>7 days maximum in any <strong>wait for condition</strong> step</li>
</ul>
<p style="text-align: justify">The number of <strong>if/else conditions</strong> you can add to an automation depends on your plan. You can find the specific limits in the <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive#usage-limits-per-plan" target="_blank" rel="noreferrer noopener">usage limits table</a> above.<br></p>
<hr>
<h2>How can I view my usage?<a name="how-can-i-view-my-usage"></a></h2>
<p style="text-align: justify">You can view your usage details by going to <strong>Settings &gt; Company &gt; <a href="http://app.pipedrive.com/settings/usage-caps">Usage</a></strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-27%20at%2015.34.44.png" alt=""></figure>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Admin users will be notified in-app and by email when the limit reaches 80% and 100%.</div>
<hr>
<h2 style="text-align: justify">What happens when I reach usage limits?<a name="what-happens-when-i-reach-usage-limits"></a></h2>
<p dir="ltr" style="text-align: justify">Pipedrive <strong>won’t</strong> delete any of your data when you’re over a limit; however, you’ll be blocked from manually adding more of the exceeded data.</p>
<p dir="ltr" style="text-align: justify">When that happens, you can:</p>
<ul><li><strong>Free up space</strong> by <a href="https://support.pipedrive.com/article/archive-deals-leads" target="_blank" rel="noreferrer noopener">archiving</a> or <a href="https://support.pipedrive.com/article/how-can-i-free-up-space" target="_blank" rel="noreferrer noopener">deleting</a> old deals/leads</li><li><a href="https://support.pipedrive.com/article/top-ups" target="_blank" rel="noreferrer noopener">Purchase a top-up</a> to <strong>increase your limit</strong></li><li><strong>Upgrade</strong> <a href="https://app.pipedrive.com/settings/subscription/change" target="_blank" rel="noreferrer noopener">plan with higher limits</a></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Upsell%20dialog%20no%20price.png" alt=""></figure>
<p dir="ltr">When you reach an open deals or leads and deals limit, excess deals created by <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">automations</a>, LeadBooster (<a href="https://support.pipedrive.com/article/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a> or <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">Web Forms</a>), public API or during an <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import</a> are sent to your <strong><a href="https://support.pipedrive.com/article/deals-waitlist" target="_blank" rel="noreferrer noopener">deals waitlist</a></strong> or <strong><a href="https://support.pipedrive.com/article/importing-errors-and-skip-files" target="_blank" rel="noreferrer noopener">import skip file</a></strong> instead. They can be re-imported when you free up space in your account.</p>
<div class="support-note warning"><strong>Note:</strong> Deals that have been on the waitlist for one year will be automatically deleted. Automatically created leads don’t go to any waitlist and are discarded.</div>

Usage limits in Pipedrive

usage-limits-per-plan

old-pipedrive-plans

Old Pipedrive plans

new-pipedrive-plans

New Pipedrive plans

Usage limits per plan

leads-and-deals-limit

Leads and deals limit

automation-limits

Automation limits

how-can-i-view-my-usage

How can I view my usage?

what-happens-when-i-reach-usage-limits

What happens when I reach usage limits?

<div class="support-note success primary"><strong>Note: </strong>Check out our official <a href="https://pipedrive.readme.io/docs/guide-for-webhooks" target="_blank" rel="noreferrer noopener">guide for webhooks</a> for more information about how to set up webhooks in Pipedrive, or our <a href="https://pipedrive.readme.io/docs/list-of-webhooks" target="_blank" rel="noreferrer noopener">list of webhooks</a> to see what options we offer.<br></div>
<p style="text-align: justify">A <strong>webhook</strong> triggers a notification to be pushed to a specified endpoint (endpoint URL) every time an event occurs (added deal.) </p>
<p style="text-align: justify">When the push request notification is received by the endpoint URL, a custom action you create occurs automatically with that information (ex. sending out an email or creating a notification on a third-party app.)<br></p>
<p style="text-align: justify">To set up webhooks in your Pipedrive account, go to <strong>Tools and apps &gt; <a href="https://app.pipedrive.com/settings/webhooks" target="_blank" rel="noreferrer noopener">Webhooks</a></strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/webhook%201.jpg" alt=""></figure>

Webhooks

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Data cleanup view is only available to users with deals admin or global admin permissions.</div>
<p style="text-align: justify">To prevent missed revenue opportunities and keep a clean, organized database, it’s important to regularly review and manage items assigned to deactivated users. This ensures that no crucial deals, leads, contacts or activities are left unattended.</p>
<p style="text-align: justify">You can transfer ownership during user deactivation or use the <strong><a href="https://support.pipedrive.com/article/how-can-i-free-up-space" target="_blank" rel="noreferrer noopener">data cleanup dashboard</a></strong> to do it later. You also have the option to mark items as complete or delete outdated ones.</p>
<p style="text-align: justify">Here’s a quick guide on managing open deals and other items assigned to deactivated users.</p>
<hr>
<h2 style="text-align: justify">Review items assigned to deactivated users<a name="review-items-assigned-to-deactivated-users"></a></h2>
<h3>Access the list of open deals<a name="access-the-list-of-open-deals"></a></h3>
<p>Navigate to <strong>Settings &gt; Usage &gt; Data cleanup</strong>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/data%20cleanup%20dashboard2.png" alt=""></figure>
<p>You’ll see two view options:</p>
<ul><li><strong>Cleanup group</strong></li><li><strong>Item type</strong></li></ul>
<p>To make it easier for you, there’s a pre-defined group for <strong>items assigned to deactivated users</strong>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deactivated%20user%20elements.png" alt=""></figure>
<p style="text-align: justify">By clicking on the group for <strong>items assigned to deactivated users</strong>, you’ll see the specific items that can be reviewed.</p>
<p style="text-align: justify">You can click on a specific item on the list to see a list view showing the items assigned to deactivated users. This list will automatically have a filter applied for items assigned to deactivated users.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-09-01%20at%2015.15.07.png" alt=""></figure>
<h3>Customize filters<a name="customize-filters"></a></h3>
<p style="text-align: justify">To refine the list, click the <strong>Edit</strong> (pencil) icon next to the current filter.</p>
<p style="text-align: justify">If necessary, add additional parameters to narrow down the list of deals. Then, select <strong>“Save as new”</strong> to save the customized filter.</p>
<p style="text-align: justify">Actions to take through bulk editing or individually:</p>
<ul><li><strong>Transfer ownership:</strong> Assign the deal to a new active user.</li><li><strong>Mark as won/lost:</strong> Update the deal status to reflect its outcome.</li><li><strong>Delete:</strong> Permanently remove deals that are no longer relevant.</li></ul>
<p style="text-align: justify">You can learn more about filtering in<a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener"> this article</a>.</p>
<hr>
<h2 style="text-align: justify">Bulk editing deal ownership<a name="bulk-editing-deal-ownership"></a></h2>
<p style="text-align: justify">You can bulk edit multiple deals at once.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-22%20at%2015.40.14.png" alt=""></figure>
<p style="text-align: justify">When transferring ownership, you also have the option to update linked items. This will overwrite the current owner of the following:</p>
<ul><li><strong>Undone activities</strong></li><li><strong>Contact persons</strong></li><li><strong>Organizations</strong></li></ul>
<p style="text-align: justify">After selecting a new owner, check the options for the appropriate linked items in the bulk edit panel. Confirm the changes by selecting <strong>“Edit deals”</strong>.</p>
<p style="text-align: justify">Any selected linked items will also be transferred to the new owner, ensuring a seamless update across your database.</p>
<p>You can learn more about bulk editing in <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<p style="text-align: justify">By following these steps, you’ll efficiently manage items left behind by deactivated users, ensuring your company’s account stays up-to-date, organized and clutter-free so you won’t miss out on any opportunities.</p>

Manage items assigned to deactivated users

review-items-assigned-to-deactivated-users

access-the-list-of-open-deals

Access the list of open deals

customize-filters

Customize filters

Review items assigned to deactivated users

bulk-editing-deal-ownership

Bulk editing deal ownership

<div class="support-note success primary"><strong>Note:</strong> These actions are only available to admin users and regular users with the correct permissions enabled. The number of open deals, leads and deals, custom fields and insights reports you can add depends on your plan. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.</div>
<p style="text-align: justify">Your database is one of the most valuable resources within your company. However, over time, some information is bound to become outdated, and failing to maintain its health and quality can cost your company money and clients. </p>
<p style="text-align: justify">Regular database maintenance increases efficiency and lets you achieve higher conversion rates, so here are some tips to help free up space and keep your account running smoothly.</p>
<hr>
<h2 style="text-align: justify">Deleting items<a name="deleting-items"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> We recommend <a href="https://support.pipedrive.com/en/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">exporting data</a> you plan to remove prior to deletion, so it can be added back into your account later on if needed.</div>
<p style="text-align: justify">The most effective way to free up space in your account is to delete data that isn’t necessary anymore. You can delete individual items in their detail views or in bulk using the list view.</p>
<p style="text-align: justify"><strong>Deleting in the detail view</strong></p>
<div class="support-note success primary"><strong>Note:</strong> Activities can’t be deleted using the detail view.</div>
<p style="text-align: justify">To delete a single item in Pipedrive (lead, deal, contact, product, project), go to the detail view and click <strong>”...“ &gt; Delete. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deletedeal.png" alt=""></figure>
<p style="text-align: justify"><strong>Deleting in the list view</strong></p>
<p style="text-align: justify">If you want to delete leads, deals, contacts, products or activities in bulk, go to the dedicated item list view, select the items you want to delete, and then click the <strong>trash can</strong> icon.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deleteicon.png" alt=""></figure>
<p style="text-align: justify">If you want to specify which items to delete rather than selecting them individually, you can create and apply <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filters</a> in the list view. <br></p>
<hr>
<h2 style="text-align: justify">Archiving deals and leads<a name="archiving-deals-and-leads"></a></h2>
<p style="text-align: justify">Archiving allows you to remove inactive leads and deals from your active view without losing historical data, helping you stay focused and improve system performance.</p>
<p style="text-align: justify">You can archive any deal or lead that is no longer actively managed. Here are common scenarios:</p>
<ul>
<li>Inactive for a long time</li>
<li>Closed or stale</li>
<li>Low-priority or low-value</li>
<li>For record-keeping</li>
</ul>
<p style="text-align: justify">Learn how to archive deals and leads in <a href="https://support.pipedrive.com/article/archive-deals-leads" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">Deleting custom fields and reports<a name="deleting-custom-fields-and-reports"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> We recommend limiting redundancies when creating custom fields to optimize storage, like creating multiple custom fields under the same name for different items (i.e., a ”source“ field for both deals and people).</div>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">Usage limits</a> impact both custom fields and reports, so knowing how to delete them is important for storage management. </p>
<p style="text-align: justify"><strong>Custom fields</strong></p>
<p style="text-align: justify">Open the <strong>account menu</strong> at the top right corner, go to <strong>Personal preferences &gt; Data fields</strong>, find the desired field and click <strong>”...“ &gt; Delete.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deletecustomfield.png" alt=""></figure>
<p style="text-align: justify"><strong>Reports</strong></p>
<p style="text-align: justify">Go to your <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong>, select the desired report and click <strong>”...“ &gt; Delete</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deletereport.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Other items in Pipedrive (for example, automations) can be deleted using the <strong>”...“</strong> options, or by clicking the available <strong>trash can</strong> icon (for example, webhooks and automatic assignment).</div>
<hr>
<h2 style="text-align: justify">Managing deals<a name="managing-deals"></a></h2>
<p style="text-align: justify">There are some actions available for deals related to data management that other items don’t have. This can be important, especially since the number of <strong>open deals</strong> or <strong>leads and deals</strong> you can have is impacted by <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">usage limits</a>.</p>
<h3 style="text-align: justify">Converting deals to leads<a name="converting-deals-to-leads"></a></h3>
<div class="support-note success primary"><strong>Note:</strong> The Rotting feature is a great way to see which deals have been stagnating in your pipeline and potentially need to be moved to your Leads Inbox. For more information about that tool, check out <a href="https://support.pipedrive.com/article/the-rotting-feature" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p style="text-align: justify">If you have an excess of open deals in your account that aren’t active but still show potential, you can convert those deals into leads and keep them in your <strong>Leads Inbox</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/leadsinboxnew.png" alt=""></figure>
<p style="text-align: justify">You can do this in two ways: </p>
<ul>
<li>From the <strong>deal detail view</strong>:</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/DCL1png.png" alt=""></figure>
<ul>
<li>From the <strong>deal list view</strong>:</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/CDLbulk.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> You can convert up to 100 deals at a time.</div>
<h3 style="text-align: justify">Restoring deals<a name="restoring-deals"></a></h3>
<div class="support-note success primary"><strong>Note:</strong> Deleted deals can be recovered for 30 days after initial deletion.</div>
<p style="text-align: justify">If you’ve deleted deals and want to add them back into your account, start by applying the filter for <strong>all deleted deals</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deleteddeals.png" alt=""></figure>
<p style="text-align: justify">Then select the desired deal and, in the detail view, click <strong>”Restore“</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Restoredeal.png" alt=""></figure>
<h3 style="text-align: justify">Deal status<a name="deal-status"></a></h3>
<div class="support-note success primary"><strong>Note:</strong> By default, the pipeline view only displays <strong>open deals</strong>. However, you can apply filters to your pipeline view to display won and lost deals as well. For more information about filtering in Pipedrive, check out <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this guide. </a></div>
<p style="text-align: justify">Keeping won and lost deals <strong>open</strong> affects your reports and statistics since they’re counted toward your deal storage. </p>
<p style="text-align: justify">If your deals were already <strong>won</strong> or <strong>lost</strong>, we recommend marking them accordingly. You can do this in two different ways:</p>
<ul>
<li>Detail view</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Dealstatuses.png" alt=""></figure>
<ul>
<li>List view</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Dealstatus.png" alt=""></figure>
<h3 style="text-align: justify">What do ”open deals” and ”leads and deals” mean?<a name="what-do-open-deals-and-leads-and-deals-mean"></a></h3>
<p style="text-align: justify">An <strong>open deal</strong> refers to a deal that <strong>hasn’t</strong> been <strong>won</strong>, <strong>lost</strong>, or <strong>deleted</strong>. This is applicable to company accounts created before May 29, 2025.</p>
<p style="text-align: justify"><strong>Leads and deals</strong> refer to the total number of combined leads and deals that <strong>haven’t</strong> been <strong><a href="https://support.pipedrive.com/article/archive-deals-leads" target="_blank" rel="noreferrer noopener">archived</a></strong> or <strong>deleted</strong>. This applies to accounts created from May 29, 2025. </p>
<div dir="ltr" class="support-note success primary"><strong>Note:</strong> To ensure performance stability, 300,000 is the maximum combined number of leads and deals allowed on all plans except Enterprise.</div>
<p style="text-align: justify">Learn more about lead and deal limits in <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive#leads-and-deals-limit" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">Managing duplicates<a name="managing-duplicates"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> Only deals, people and organizations can be merged. For more information about Pipedrive’s method for identifying duplicates, check out <a href="https://support.pipedrive.com/article/how-does-the-merge-duplicates-feature-identify-duplicates-in-pipedrive" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p style="text-align: justify">Another great way to streamline your data and free up space is to remove or <a href="https://support.pipedrive.com/article/merge-duplicates" target="_blank" rel="noreferrer noopener">merge duplicates.</a> </p>
<p style="text-align: justify"><strong>Detail view merging</strong></p>
<p style="text-align: justify">Deals and contacts can be merged in the detail view by clicking <strong>”...“ &gt; Merge</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mergedeal.png" alt=""></figure>
<p style="text-align: justify">Type the name of the deal or contact you want to merge with, or the first few letters to see the autofill options. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mergedeal2.png" alt=""></figure>
<p style="text-align: justify">After you select an item to merge with, choose which item will continue to exist in your account by using the <strong>keep this data</strong> bubble, then click <strong>”Preview“</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mergedeal3.png" alt=""></figure>
<p style="text-align: justify">You‘ll see a preview of your new item, including the data that’s been merged into it. </p>
<p style="text-align: justify">For example, this deal didn’t have any linked activities before, but now it has one from the other deal. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/mergedeal4.png" alt=""></figure>
<p style="text-align: justify">Click <strong>”Merge“</strong> to confirm the changes. <br></p>
<p style="text-align: justify"><strong>Merge duplicates tool</strong></p>
<div class="support-note success primary"><strong>Note:</strong> Deals can’t be merged using the merge duplicates tool. </div>
<p style="text-align: justify">You can also merge contacts by opening the <strong>account menu</strong> at the top right corner and going to <strong>Tools and apps &gt; <a href="https://app.pipedrive.com/settings/duplicates" target="_blank" rel="noreferrer noopener">Merge duplicates</a></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Mergeduplicates.png" alt=""></figure>
<p style="text-align: justify">After you click <strong>”Preview,“</strong> you’ll be taken to the same preview window as the detail view merge tool.</p>
<hr>
<h2 style="text-align: justify">Notes<a name="notes"></a></h2>
<p style="text-align: justify">You can use notes in place of custom fields to save space as well. </p>
<p style="text-align: justify">For example, rather than creating a text custom field for <strong>client description,</strong> you can add that information as a <strong>note</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Dealnote.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> You can export your notes whenever you need them. Learn more about exporting notes in <a href="https://support.pipedrive.com/article/exporting-data-from-pipedrive">this article</a>. <br></div>

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