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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.
Email Sync in Pipedrive
Calendar Sync in Pipedrive
Contact Sync in Pipedrive
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 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
What is the Difference Between a User and a Seat in Pipedrive?
Organisation Vs Company Account
How is 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 a HAR File?
Automations FAQ
Troubleshooting: Smart Docs
Smart Docs: 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 (such as Deal or Contact Person) 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
Merge Duplicates in Pipedrive
What Happens with the Data 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 Pipedrive
Pipedrive's Pipeline View
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Pipelines
Customising Pipeline Stages in Pipedrive
Setting Deal Probability in Pipedrive
Pipeline Visibility in Pipedrive
Probability in Pipedrive
How Can I Have Multiple Pipelines?
How Can I Set Stage Probability?
How Can I Add a Stage to My Pipeline?
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Smart Docs
Smart Docs: Product Tables in Slides and Spreadsheets
Campaigns
Campaigns: Account Suspension
Campaigns: Sender Email FAQ
Campaigns: Double Opt-In Marketing Contacts FAQ
Campaigns: Engagement Notifications
Insights
Insights Feature
Insights: Contacts
Insights: Dashboards
Insights: Report Types
Insights: Goals
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