What is Pipedrive?
Pipedrive is a popular customer relationship management (CRM) software designed to help businesses manage their sales processes.
How do I log in to my Pipedrive account?
You can log in to your Pipedrive account by going to the Pipedrive login page and entering your email and password.
I forgot my Pipedrive password, what should I do?
If you have forgotten your Pipedrive password, you can click on the "Forgot password?" link on the login page and follow the instructions to reset your password.
Can I use Pipedrive on my mobile device?
Yes, Pipedrive has a mobile app available for both iOS and Android devices.
How do I add contacts in Pipedrive?
To add contacts in Pipedrive, click on the "Contacts" tab in the main menu and then click on the "Add Contact" button.
What is a deal in Pipedrive?
A deal in Pipedrive represents a potential sale or transaction with a customer.
How do I add a deal in Pipedrive?
To add a deal in Pipedrive, click on the "Deals" tab in the main menu and then click on the "Add Deal" button.
Can I customize the stages in my Pipedrive pipeline?
Yes, you can customize the stages in your Pipedrive pipeline by going to the "Settings" tab and selecting "Customize Pipeline" from the menu.
How do I import data into Pipedrive?
To import data into Pipedrive, go to the "Settings" tab and select "Import data" from the menu. Follow the instructions to import your data from a CSV file.
What is a task in Pipedrive?
A task in Pipedrive is a reminder or action that needs to be completed related to a contact, deal, or activity.
How do I create a task in Pipedrive?
To create a task in Pipedrive, click on the "Tasks" tab in the main menu and then click on the "Add Task" button.
Can I assign tasks to other users in Pipedrive?
Yes, you can assign tasks to other users in Pipedrive. Simply click on the task, select "Assign to" and choose the user you want to assign it to.
I received an email from Pipedrive with an error message, what does it mean?
It could mean that there is an error with your account or an issue with Pipedrive's servers. Contact Pipedrive support for further assistance.
How do I delete a Pipedrive account?
To delete a Pipedrive account, go to the "Settings" tab and select "Delete account" from the menu. Make sure to export your data before permanently deleting your account.
Can I integrate Pipedrive with other tools and apps?
Yes, Pipedrive has a variety of integrations available with popular tools and apps, such as Google Workspace, Salesforce, and Mailchimp.
What is the difference between a user and an admin in Pipedrive?
A user has access to certain features and data in Pipedrive based on their role, while an admin has full access to all features and data in the account and can manage user permissions.
I am experiencing slow loading times in Pipedrive, what could be the issue?
There could be an issue with your internet connection or Pipedrive's servers. Try refreshing the page or contacting Pipedrive support for assistance.
How do I change the currency in Pipedrive?
To change the currency in Pipedrive, go to the "Settings" tab and select "General" from the menu. Under "Main settings", you can change the currency.
What happens if I go over my Pipedrive plan's limit?
If you go over your plan's limit, you will be automatically upgraded to the next plan. You will receive a notification beforehand and can also choose to downgrade your plan.
How do I cancel my Pipedrive subscription?
To cancel your Pipedrive subscription, go to the "Settings" tab and select "Billing" from the menu. Under "Subscription", you can click on the "Cancel subscription" button.
Can I see a history of all changes made to a contact or deal in Pipedrive?
Yes, you can see a history of all changes made to a contact or deal by clicking on the "Activities" tab within the contact or deal page.
How do I add a custom field to a contact or deal in Pipedrive?
To add a custom field to a contact or deal in Pipedrive, go to the "Settings" tab and select "Customize fields" from the menu. Click on the "Add field" button and enter the field details.
I am getting an "API authentication failed" error in Pipedrive, what does it mean?
This error could mean that there is an issue with the API keys or authentication for a third-party integration. Contact Pipedrive support for assistance.
How do I change the time zone displayed in Pipedrive?
To change the time zone in Pipedrive, go to the "Settings" tab and select "General" from the menu. Under "Time zone", you can select a different time zone.
Can I customize the Pipedrive dashboard?
Yes, you can customize the Pipedrive dashboard by clicking on the "Settings" tab and selecting "Customize dashboard" from the menu.
What is the difference between a deal probability and a deal value in Pipedrive?
A deal probability is the likelihood of closing a deal, while a deal value represents the monetary value of the deal.
How do I get help or support for Pipedrive?
You can get help or support for Pipedrive by going to the Pipedrive help center or contacting their support team via email, chat, or phone.
