Advanced Search
Search Results
22 total results found
What are Document types?
2. One Node Set up
Creating Document Types
Every organization is unique, and each sales team has its own way of using Pipedrive. To get started, as an Administrator or Sales Manager configuring OneNode, identify the key documents your team frequently searches for in or outside Pipedrive—whether in ot...
Create user groups
2. One Node Set up
User Management
Define document visibility This guide will walk you through the process of creating user groups in OneNode 1. Open OneNode Maybe your organization requires that certain types of documents are viewed only by specific user teams ...