Skip to main content

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.

Screenshot 2024-10-16 at 20.02.41.png

One Node

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.

Screenshot 2024-10-22 at 14.03.23.png

From this panel you will be able to:

  • See Recent items

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

Screenshot 2024-10-16 at 20.13.03.png

  • Search

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

 Screenshot 2024-10-16 at 20.26.16.png

  • View details

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


Screenshot 2024-10-16 at 20.29.38.png

  • Browse

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

Screenshot 2024-10-16 at 20.34.46.png

One Node

from

OneNode the Deal, Organization or Personentity view

 

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

Screenshot 2024-09-10 at 10.16.39.pngOneNode entity view.png

 

Back to top