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I'm new to Pipedrive. Looking for different ideas on using the "files" area to attach files. Why are
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Files are great in that you can share them with your entire team [or whoever needs access to them] in one centralized location.
All files that you work on with your clients can be saved to the deal for easier sharing between the rest of the organization.
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Hi @Jeff Van Hee , welcome to Pipedrive and to the Community, we're happy to have you here!
Like @Boris Tsibelman said, uploading files to Pipedrive can be a great way to centralize and index your documentation. Not only can you upload files manually but you can also sync with Google Drive, learn all about it here: Syncing with Google Drive.
If you're just getting started, I recommend this video course from our Academy: "Get started with the basics" and you'll be a pro in no time.
Learn all about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic! 🕵️
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