Did you know that keyboard shortcuts can work within Pipedrive? As a Windows user, I am frequently using the ctrl+n shortcut to create a new note in OneNote. Imagine my surprise when I had Pipedrive open and used the same shortcut, only to find a hidden function within Pipedrive! Read More
Whether you’re a new Pipedrive user or your organization just recently started using products, you might have a hard time figuring out how to add products to a deal! Keep reading to learn how to use products with deals. Read More
Smart Docs is a new feature from Pipedrive that allows you to hook into an existing document storage service (Google Drive, SharePoint, OneDrive) and create documents & document templates using dynamic data from Pipedrive. Check out the additional features below.
Like most CRMs, Salesforce allows you to set up two different types of relationships between objects – one-to-many or many-to-many. Junction objects are used to create the many-to-many relationship. Read More
The Zoho CRM home page is the first place your users go when they sign into Zoho CRM. This screen should provide them with all of the most important information and help guide them on where what they should do next. Zoho has recently made some enhancements to this page – read on to learn more! Read More
Many of our clients will often find that they want to tie a Zoho CRM record to more than one user. The best way to do this is with a user field in Zoho CRM. Zoho has recently added some enhancements to how you can use these fields. Read More
The functionality of Zoho CRM workflows continues to expand. Zoho recently added to the list of available actions and now you can assign a record owner through a workflow. Read More
If you’ve made a new business process flow, you’ll need to add it to the App Designer (and assign security roles…) before other users can see and use it. Thankfully, it’s easy to do! Please note that only administrators can make changes to the App Designer.
It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to create a new report category, then a new system view to further organize your reports. Read More
