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Finding your way around

You will always find OneNode on the upper right corner of your Pipedrive space, next to the quick help and sales assistant.

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OneNode Panel

Once you click on OneNode's icon, the main panel will open. 

If you are an Admin, you will also be able to see the Settings button.

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From this panel you will be able to do the following:

  • Recent items

Review your most recent opened items. Use the settings icon on the right to edit the columns.

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  • Search

Use the Search bar to find specific items using key words.  Use organization filters and configure your own.

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  • View details

View and edit the Details for each item. Review the item's History.


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  • Browse

Browse through your company's Shared folders. Build and browse through your Own folders.

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OneNode entity view 

You can also Add and edit documents directly from the Deal, Organization or Person view.

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If you are not able to see the OneNode panel, you may need to check your Sidebar preferences and either reveal it in case it's switched off, or bring it higher up on your sidebar for easy use.

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