Getting started with One Node

Quick tour of the In-app Installation

From accessing the platform to advancing through the initial setup, this video is all you need to get started.

1. Open One Node

Once you've installed OneNode from Pipedrive's MarketPlace, find it with your other Pipedrive apps.

2. Welcome Panel

The OneNode panel will open with a welcome message. Follow the steps.

3. Agree to the Terms and Conditions

Agree to the Terms and Conditions and continue by clicking "Next"

4. Define Item Visibility

Read the Visibility settings carefully.

5. Hide labels

You may chose to hide Pipedrive labels from users according to their visibility rights

6. Show Labels

or allow users to view the labels of deals, persons and organizations that documents belong to.

7. Document Templates for folders and fields

In the next step, select the document types that you use most frequently in your organization and let OneNode's folder and document type Templates help you get started!

8. In-app tutorial

And finally… check the box for the in-app tutorial. Click "Finish" and that's it!

You're all set! Now let One Node lead the way with the in-app guide, and get ready to step into a whole new level of Pipedrive mastery!