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Subscription management
What you need to know: A company's OneNode first installation is not a subscription. It is a free seat for an indefinite term. A OneNode subscription starts when a second OneNode user is added. Just as with Pipedrive seats, the OneNode Admin user needs t...
Finding your way around
You will always find OneNode on the upper right corner of your Pipedrive space, next to the quick help and sales assistant. OneNode Panel Once you click on OneNode's icon, the main panel will open. If you are an Admin, you will also be able to see the Se...
First Installation
Please note that the first-time installation must be done by a Pipedrive global admin user. Read more here about Pipedrive's global permissions. 1. Go to: OneNode's installation page 2. Click "Install now" to start the installation. 3. Confirm and accept ...
Getting started with One Node
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...
Quick 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,...