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Creating Document Types

2. One Node Set up Creating Document Types

"Proposal" Document type example This guide navigates OneNode admins through the process of creating a "Proposal" document type 1. Open OneNode Start by accessing the main OneNode panel 2. Click on "Settings" And click on "Settings" ...

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...

Admin

Document types

Quick set up

2. One Node Set up

After installation, make sure you follow the in-app guide to get started easily. 1. OneNode Admin users OneNode Settings can be managed by any Pipedrive admin after installation. OneNode admin users have the ability to configure General visibility settings,...