New here - Ideas / Integration suggestion for project details
My team is new to Pipedrive and we're excited to use this as our main hub for our clients. Each of our deals (architectural designs) contain tons of details that we would like to be able to reference whether it's to re-use a component on a new project or reach out to those with a certain feature for follow-up.
The search feature in Pipedrive is great for high-level searches, but is there a way to include lots of categories or tags without overwhelming the interface? Is there an integration that might work for something like a searchable Design Library? Exporting the data and flipping into a table is an option, just looking for tips or smoother ideas.
Open to any and all recommendations and suggestions!