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Features
Features
Automations
Automations
Automations: templates
How can I add trigger values in the action event of my automation?
Can I use automation to send mass email campaigns?
Automations: Slack notifications
How many automated workflows can I have in Pipedrive?
Who can create automated workflows in Pipedrive?
See more
Merge duplicates
Merge Duplicates
How does the Merge Duplicates feature identify duplicates in Pipedrive?
Project management
Projects by Pipedrive FAQ
Projects by Pipedrive
How can I enable or disable the Projects feature for users?
How can I send emails with Projects?
Projects vs. deals
Projects: tasks and subtasks
Projects: billing and subscription
See more
Caller
How can I make calls in Pipedrive?
Scheduler
Meeting scheduler
How can I propose my general availability in the Scheduler?
How can I propose my specific times in the Scheduler?
Smart Docs
Smart Docs
Is document tracking with Smart Docs GDPR compliant?
Where are my documents stored?
Smart Docs: eSignatures
eSignatures FAQ
Smart Docs: How can I remove the Pipedrive logo?
Smart Docs: Setting up a default shared drive
See more
Smart Contact Data
Smart contact data
Products
Products
How can I link products to a deal?
Where do I activate or deactivate individual products?
Can I add extra fields to the "Add new product" modal?
Can I have one product in different price variations?
Product Duration
Can I import products and automatically link them to deals?
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