Accelerate your pipeline from lead to close with customer data from your data warehouse
Users are people with access to your Pipedrive account. A user may belong to one or many Pipedrive accounts, so deleting a user from one Pipedrive account will not remove the user from the data store if he/she is connected to multiple accounts. Users should not be confused with persons.
Stage is a logical component of a pipeline, and essentially a bucket that can hold a number of deals. In the context of the pipeline a stage belongs to, it has an order number which defines the order of stages in that pipeline.
Persons are your contacts, the customers you are doing deals with. Each person can belong to an organization. Persons should not be confused with users.
Organizations are companies and other kinds of organizations you are making deals with. Persons can be associated with organizations so that each organization can contain one or more persons.
Notes are pieces of textual (HTML-formatted) information that can be attached to deals, persons and organizations. Notes are usually displayed in the UI in chronological order – newest first – and in context with other updates regarding the item they are attached to. The maximum note size is approximately 3,000,000 characters (or 3MB per note).
Deals represent ongoing, lost or won sales to an organization or to a person. Each deal has a monetary value and must be placed in a stage. Deals can be owned by a user, and followed by one or many users. Each deal consists of standard data fields but can also contain a number of custom fields.
Census is the easiest way to share a consistent view of your data across your entire business. Define your models, metrics, and business logic in your data warehouse and sync them to all your operational tools.
Start using Census today by booking a demo with one of our experts.