Support Center
Glossary
- How-To videos: A Pretty Good Overview of Pipedrive
- Deals: What they are, and how to add them
- Contacts: People and Organizations
- Activities: What they are, and how to add them
- Search: Finding what you need
- What is the difference between a user and a company account?
- What is the difference between an organization and a company account?
- What is the difference between a User and a Seat?
- What is the difference between an email and an email activity?
- Add deals to start tracking sales conversations
- Add contacts and create deals for them
- Add custom fields to make sure all the info is there
- Customize the pipeline to match your sales process
- Invite more people to collaborate on Pipedrive
- Set up Email Sync to stop switching between tabs
- Schedule activities to deals and never forget to follow up
- Complete activities to track what was done and when
- Drag-and-drop deals to move them to next pipeline stage
- How can I delete items in Pipedrive?
- How is Pipedrive data organized?