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Pipedrive Tutorial: Managing Company Settings (Users, Permissions & More)

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Business SolutionBusiness Solution·544 views · Dec 2024

Clips

  1. 1:512:45Managing User Permissions and Visibility in PipedriveThe demo shows how to navigate the Pipedrive settings to manage invited users, deactivate accounts, and configure permission sets for visibility across deals and organizations.PipedriveSync leads to CRM
  2. 4:340:53Creating Custom Data Fields in PipedriveA walkthrough of adding custom data fields to leads, organizations, and projects within the Pipedrive settings menu.PipedriveAppend firmographic/technographic data