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2. One Node Set up

Everything an Admin needs to supercharge Pipedrive with OneNode.

Quick set up

After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admi...

User Management

Add users

Invite users to One Node This video shows how to invite users to ins...

Create user groups

Create User Groups This guide will walk you through the process of c...

Creating Document Types

What are Document types?

Every organization is unique, and each sales team has its own way of using Pipedrive.  To get st...

Creating Document types

"Price List" Document type example This video shows how to create Document types...

Creating Document Types

"Proposal" Document type example This guide navigates OneNode admins through the p...

Fields

What are Document Fields?

Think of Fields as the properties or search criteria that sales teams commonly use to locate docu...

Creating Fields

"Single Select" type example This video will walk you through creating a "Single S...

Document Structure Templates

Using Templates To make setup easier, OneNode offers ready-to-use templates with common sales do...
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