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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:

  • 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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