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In-app installation guide

Follow the quick in-app Installation guide to get

Getting started easily

with

Right after installation, One Node will take you step by step through the most important app settings.

OneNode

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

1. AccessOpen OneNodeOne Node

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

2. Welcome Panel

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

3. Agree to the Terms and Conditions

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

4. Define Item Visibility

Read the Visibility settings carefully.
Define Item Visibility

5. Hide labels

You may chose to hide Pipedrive labels from users...users
Hide labels

6. Show Labels

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

7. Document Templates for folders and fields

In the next step, select the document types that you use most frequently andin your organizationand let OneNode's folder and fieldsdocument type Templates help you get started
Document Templates for folders and fields

8. AllIn-app done!tutorial

That'sAnd it.finally… Selectcheck tothe followbox for the in-app tutorialtutorial. Click "Finish" and clickthat's "Finish"it!
In-app tutorial
You're all doneset! Now let One Node lead the way with the initialin-app setupguied, forand yourget company.ready Enjoyto OneNode!step into a whole new level of Pipedrive mastery!

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