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I'm new to Pipedrive. Looking for different ideas on using the "files" area to attach files. Why are
Boris Tsibelman Posts: 946edited November 2020 #2
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.0
Inês Batata Admin Posts: 2,535edited November 2020 #3
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! 🕵️0