A recent update from Microsoft has refreshed the look for most desktop apps, including Excel, PowerPoint, and Word. You can now easily change the theme in any of these apps to either match your current Windows theme or choose a custom theme. Read More
Did you know that it’s possible to configure 2-Factor Authentication for Pipedrive? As an administrator, you can even force all users to use 2-FA. Read More
In Pipedrive, fields can be specified as “important” or “required”. Important fields are similar to required fields, except you’ll be able to save and exit a record without important fields filled out. In the detail view, important fields will be separated into their own section at the top of the page, and you’ll be reminded to fill them out.
While Pipedrive is fairly limited in terms of customization options, it is possible to rearrange fields in a section on the detail page. Keep reading to learn how to rearrange fields.
Zoho CRM email integration lets you go to a lead or contact record and see all their email correspondence. Zoho offers several options for email sharing among users and has now added more functionality to manage this centrally rather than at the user level. Read on to learn more about email sharing in Zoho CRM. Read More
Working on winning an account often requires the involvement of multiple people in your company – many of whom may be using Salesforce. While each account has an owner, Salesforce Account Teams will give a group of users access to the account. Read More
Using Zoho CRM email templates can help save you time by providing a consistent email that you can send out to your leads or contacts. The best part about these templates is that they can be fully customized to meet your needs. We have covered how to create Zoho CRM email templates here. In this blog, we will cover a few tips and tricks to make your templates even more effective. Read More
Even if you’re not a technical administrator, it’s easy to add new users to Pipedrive! Read More
Did you know that you can access a deal or lead, contact, or organization record through an activity? This makes it easy to reference related records if you need to check something as you’re working on an activity. Read More
Did you know that Pipedrive has a community page dedicated to sharing product updates and new features? If you’re interested in what’s being planned for Pipedrive, there’s a page for that, too. Find these helpful links (and more) below.
