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Getting started with One Node

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.
Open 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 according to their visibility rights
Hide labels

6. Show Labels

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 in your organizationand let OneNode's folder and document type Templates help you get started
Document Templates for folders and fields

8. In-app tutorial

And finally… check the box for the in-app tutorial. Click "Finish" and that's it!
In-app tutorial
You're all set! Now let One Node lead the way with the in-app guied, and get ready to step into a whole new level of Pipedrive mastery!

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