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Pipedrive Knowledge Base
Pipedrive Knowledge Base
Getting Started
Troubleshooting
Data
Pipeline View
Pipelines
Smart Docs
Campaigns
Insights
Make Integration
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Flowbird Knowledge Centre
Pipedrive Knowledge Base
Pipedrive Knowledge Base
Getting Started
Troubleshooting
Data
Pipeline View
Pipelines
Smart Docs
Campaigns
Insights
Make Integration
Pipedrive Knowledge Base
Everything you need to know about Pipedrive, in one place.
Seamless Email Sync Capabilities in Pipedrive CRM
How To Manage A User Calendar Sync in Pipedrive!
Contact Sync in Pipedrive Allows External Contacts
Syncing with Google Drive in Pipedrive
How can I use the Google integrations?
Changing the Field Type of a Custom Field
Can I Have One Product in Different Price Variations?
What Happens When a User Gets Deactivated or Deleted?
How Can I Deactivate, Reactivate, or Delete a User?
Pipedrive - Sorting Out Custom Fields
Facebook Messenger Integration FAQ
Getting Started
Pipedrive Glossary
Syncing with Your Email, Calendar, or Contacts Provider
How Can I Delete Items in Pipedrive?
Searching Pipedrive to Find What You Need
The Difference Between a User and a Seat in Pipedrive?
Organisation Vs Company Account
How is the Pipedrive data organised?
How-to videos: an overview of Pipedrive
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Troubleshooting
Troubleshooting: Contact Sync Feature in Pipedrive
How do I Clear My Browser's Cache and Cookies?
Troubleshooting the Calendar Sync Feature in Pipedrive
How Do I Open My Browser Console?
Which Browser is Best for Pipedrive?
How Can I Set Gmail as My Browser's Default Email Client?
How Can I Generate/ Save a HAR File?
Automations and Frequently Asked Questions
Troubleshooting: Smart Docs Connection Issues
Smart Docs: Supporting Fields and Templates
Troubleshooting: Email Sync Feature
Troubleshooting: Messaging Inbox (BETA)
Viewing the Raw Source of My Emails in Pipedrive
Can I Replace the Pipedrive Terms with Something Else?
Troubleshooting: Pipedrive Web App
Can Pipedrive Be Used Offline?
Troubleshooting: Facebook Messenger Integration
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Data
Importing Mandatory Fields into Pipedrive
Migrating Data from a Previous CRM Using Import2
Importing Deals into a Specific Stage or Pipeline
How Does the Merge Duplicates Feature Identify Duplicates in Pipedrive?
Viewing and Reassigning the Data of a Deactivated User
How to Merge Duplicates in Pipedrive
Where does the Data go When a User is Deactivated or Deleted
How to Avoid Duplicates During an Import
How to Format Dates for Importing into Pipedrive
Importing Data into Pipedrive with Spreadsheets
Importing: Errors and Skip Files
Updating Pipedrive Data with a Spreadsheet
Transferring Data to a Different Company Account
Importing to Pipedrive: Mapping Fields
Importing to Pipedrive: Advanced Mapping
Importing Followers and Participants
Why Do My Imported Currency Values Appear as "0"?
How Can I Migrate My Data from Mailchimp to Pipedrive?
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Pipeline View
Deal Card Customisation and Sorting
Why Can't I See My Colleagues' Deals in the Pipeline View?
Can I Change the Order of My Deals in the Pipeline View?
How are Deals Ordered in the Pipeline View?
How Can I See Deals in a Different Pipeline?
Deleting a Deal in the Pipeline View
The Rotting Feature in Your Pipedrive Stages
Pipedrive's Pipeline View
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Pipelines
Customising Pipeline Stages in Pipedrive
Setting Deal Probability in Pipedrive
Pipeline Visibility Feature in Pipedrive
Probability in Pipedrive - Sales Volume Predictions
How Can I Have Multiple Pipelines?
How Can I Set Stage Probability In A Pipeline?
How Can I Add a Stage to My Pipeline?
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Smart Docs
Smart Docs: Product Tables in Slides and Spreadsheets
Campaigns
Your campaigns are currently paused due to suspension
Campaigns: What is a Sender Email FAQ?
Campaigns: Double Opt-In Marketing Contacts FAQ
Campaigns: Engagement Notifications
Insights
How to Find The Insight Features?
Insights: Contact Reports
Insights: Sales Customised Dashboard
Insights: Report Types Of Sales Performances
Insights: Goals Are Brilliant For Tracking Progress
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