Be a Pipedrive Pro: Essential Keyboard Shortcuts you need to know
Keyboard shortcuts are a game-changer; they save time and reduce repetitive work, helping you focus on what matters most: building customer relationships and closing deals faster. Mastering these four Pipedrive keyboard shortcuts will significantly enhance your productivity:
1. Numerical keys 1 to 8 (Go to Section)
Pressing the number keys associated with each tab in the primary navigation will bring you to that specific portion of Pipedrive. You can hover over each tab in the primary navigation sidebar to see which number you should press to be taken straight to that page (default is 1 for Leads, 2 for Deals and so on). You can change the order and visibility of these sections from your Interface Preferences, and the shortcuts will also change accordingly.
2. Numerical key 9 (Go to “More” overflow menu)
This key brings up the “More” menu to the left of the screen. Here, you’ll find links to sections that are not visible in the left navigation bar. This is where you’ll find Automations, Automatic Assignment, Documents and Import Data, but it can also be changed from the Interface Preferences to contain other sections.
3. Forward Slash ‘/’ (Search in Pipedrive)
You can use this key to bring up the Pipedrive search function as a quick alternative to clicking the search bar at the top of the screen.
4. Plus key '+' (Quick Add Item)
Bring up the ‘Quick Add’ menu to create new items such as a new Deal, new Person and more. From this menu, you can also see the hotkey for creating each item in one stroke:
Lead: L
Deal: D
Activity: A
Person: P
Organization: O
Note: N
Product: R
Project: E
Start integrating these keyboard shortcuts into your workflow, and you’ll navigate Pipedrive faster and more efficiently. Soon enough, they’ll be second nature to you, and you’ll notice the difference in your productivity.