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Tips & Tricks
Tips & Tricks

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Hi @m.teso5ย 

You can't do it in the link itself. But why wouldn't you add it to the basic text in the email? There you can use dynamic fields.

New: OneDrive and Sharepoint now in Sales Documents! ๐Ÿ“„


Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place.

For whom?

Users in the Advanced, Professional, and Enterprise plans.

How does it work?

โ“Are you a OneDrive/Sharepoint user? Are you going to start using this integration right away? Comment below.

๐Ÿ”Ž Learn all about Sales Documents with our Knowledge Base tutorials and our blog article in your preferred language.... (More)

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: ์—‘์…€ ์Šคํ”„๋ ˆ๋“œ์‹œํŠธ์—์„œ ๋ฐ์ดํ„ฐ ๊ฐ€์ ธ์˜ค๊ธฐ

์งˆ๋ฌธ: ๊ธฐ์กด ์˜์—…์ •๋ณด๊ฐ€ ๋“ค์–ด์žˆ๋Š” ์—‘์…€ ์Šคํ”„๋ ˆ๋“œ์‹œํŠธ๊ฐ€ ์žˆ๋Š”๋ฐ, ์ด๊ฑธ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์— ์˜ฌ๋ฆฌ๋ ค๋ฉด ์–ด๋–ป๊ฒŒ ํ•ด์•ผ ํ•˜๋‚˜์š”.

๋‹ต๋ณ€: ๋‹ค์Œ ๋„ค์ด๋ฒ„ ๋ธ”๋กœ๊ทธ ํฌ์ŠคํŠธ ์ฐธ๊ณ ํ•˜์„ธ์š”.

ํŒŒ์ดํ”„๋ผ์ธ ๊ด€๋ฆฌ ํŒ: ์—‘์…€, ์Šคํ”„๋ ˆ๋“œ์‹œํŠธ๋ฅผ ์‚ฌ์šฉํ•˜์—ฌ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ๋กœ ๋ฐ์ดํ„ฐ ๊ฐ€์ ธ์˜ค๊ธฐ(๋งˆ์ด๊ทธ๋ ˆ์ด์…˜)ย 


์ฐธ๊ณ ์ž๋ฃŒ

  • Importing data into Pipedrive with spreadsheets - ๋„ค์ด๋ฒ„ ๋ธ”๋กœ๊ทธ ํฌ์ŠคํŠธ ์›๋ฌธ: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์„œํฌํŠธ ํŽ˜์ด์ง€

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: ์–ธ์–ด ์„ค์ •์„ '์˜์–ด'์—์„œ 'ํ•œ๊ตญ์–ด'๋กœ ๋ณ€๊ฒฝ

์งˆ๋ฌธ: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ธฐ๋ณธ ์–ธ์–ด ์„ค์ •์ด ์˜์–ด์ธ๋ฐ ํ•œ๊ตญ์–ด๋กœ ๋ฐ”๊พธ๋ ค๋ฉด ์–ด๋–ป๊ฒŒ ํ•ด์•ผ ํ•˜๋‚˜์š”.

๋‹ต๋ณ€: '๊ฐœ์ธํ™˜๊ฒฝ์„ค์ •'์—์„œ ๊ธฐ๋ณธ ์–ธ์–ด ๋ณ€๊ฒฝ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

1. ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์›น์‚ฌ์ดํŠธ ์šฐ์ธก ์ƒ๋‹จ ํ”„๋กœํ•„ ์•„์ด์ฝ˜ ํด๋ฆญํ•˜๊ณ  'Personal preferences' ์„ ํƒ


2. 'General' ํƒญ ์•„๋ž˜ 'Language' ํ•ญ๋ชฉ์—์„œ 'ํ•œ๊ตญ์–ด' ์„ ํƒํ•˜๊ณ  ํ•˜๋‹จ์˜ 'Save' ๋ฒ„ํŠผ ํด๋ฆญํ•˜์—ฌ ์„ค์ • ์ €์žฅ.