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Creating Fields
"Single Select" type example This video will walk you through creating a "Single Select" field type in OneNode for Pipedrive. 1. Introduction Imagine an organization where Invoices, Proposals, and Price Lists are the three most commonly used t...
Creating Document types
"Price List" Document type example This video shows how to create Document types in OneNode for Pipedrive 1. Build your document structure Think of an organization where Invoices, Contracts, and Price Lists are the three most commonly used t...
How to add documents
From Cloud storage, Pipedrive files, or upload new ones. Here is how you can easily add documents using OneNode, no matter if they are stored in the cloud or at a particular web link. 1. Open a deal, organization or person detail view...