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Add from Pipedrive files

3. Adding Documents Add documents from the Deal, Organizati...

Adding documents to Pipedrive files is easy. Adding them to OneNode offers a whole new document management experience. OneNode allows users to quickly locate any document linked to a deal or contact, using a variety of search options such as owner, date, or ...

Process
PDF
Video
User
Deal
Process

Add with a link

3. Adding Documents Add documents from the Deal, Organizati...

Adding a document with a link from the deal, organization or person view is as easy as copy-pasting. No time for copy- pasting? No problem.  Install OneNode's Chrome Extension and get it done in one click! Watch the video below for a Floor Plan Management us...

Video
User
Deal
Use Case
Floor Plan
Link

Smart OneNode file status for Google Drive

3. Adding Documents Add documents with Chrome Extension

Companies using Google Drive get an even better usual help with OneNode. As you browse through your Drive, OneNode’s Chrome Extension highlights which documents are already linked to your Pipedrive workspace.  Just click on the colored OneNode icons to insta...

chrome
google
drive
Video
Link
Browse
Use Case
User

Getting started with One Node

1. Getting Started

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...

Video
Admin
Installation