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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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One Node 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:

  • See Recent items

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  • Use the Search bar to find specific items using key words
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  • View and edit the Details for each item. Review the item's History.

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  • Browse through your company's Shared folders and your Own folders

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One Node from the Deal, Organization or Person view

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

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