How do I add a new document in Pipedrive? | Scribe

How do I add a new document in Pipedrive?

If you are a sales manager or a sales representative, you may need to add a new document to Pipedrive in order to keep track of important customer information, such as contact details, sales agreements, or product specifications. Having the ability to quickly and easily add new documents to Pipedrive can help you stay organized and ensure that all of your customer information is up-to-date. Knowing how to add a new document in Pipedrive can help you save time and ensure that your customer data is always up-to-date.
Created by Ghostwriter from Scribe | 6 steps
Click the "Add" button in the top right corner of the page.
Select "Document" from the dropdown menu.
Enter the document's title in the "Title" field.
Click the "Choose File" button to select the document from your computer.

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