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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
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
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?
- 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 Into Pipedrive
- 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?
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 - Crucial Features