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First Installation
Please note that the first-time installation must be done by a Pipedrive global admin user. Read ...
Creating Search Filters
Create Search filters in OneNode This guide will show you how to create search filters...
Searching for documents
OneNode's Search tool Searching for documents can be a daunting ta...
Customizing Columns
Editing the columns in "Recent"and "Search". OneNode lets you customize the column...
Standard and Discounted Prices
Media and Advertising Price list Management Use Case In this scenario, ...
Creating Fields
"Single Select" type example This video will walk you through creating a "Single S...
What are Document Fields?
Think of Fields as the properties or search criteria that sales teams commonly use to locate docu...
Add users
Invite users to One Node This video shows how to invite users to ins...
Finding your way around
You will always find OneNode on the upper right corner of your Pipedrive space, next to the quick...
Admin part
Floor plan Management -Setup 5 fields Real estate developers know how time-consumi...
User part
Real Estate Use Case Floor Plan Management. Add with a Link. (User part.) ...
Contract Management
Tech Consultancy and Services Company Contract Management Use Case This video dem...
Requirements
All companies using any Pipedrive Plan can install OneNode. A Pipedrive Administrator or Sales...