I'm new to Pipedrive. Looking for different ideas on using the "files" area to attach files. Why are

Jeff VanHee
Jeff VanHee Member Posts: 3
edited July 2022 in Sales CRM #1
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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    edited 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. 

  • Inês Batata
    Inês Batata Posts: 2,169
    2500 Comments Third Anniversary 25 Likes First Answer
    edited 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! 🕵️

     

     

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