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Description
Guidance, checklists and field checks inside Pipedrive. Shows what is missing and points at the next step. What it does Surge Adopt lays guidance over the Pipedrive interface. New users get a walkthrough on the screen they are actually on. Existing users see which fields are missing on a deal before a colleague has to ask. Managers can see whether the process is being followed. Who it is for Teams running Pipedrive who notice that agreements about filling it in do not stick by themselves. Content ships in Dutch and English and administrators change it themselves, without a new version of the extension. What you see after installing 1. A checklist in the bottom right with what is still open 2. On a deal page, a walkthrough that points at the right field and explains why it matters 3. Markers on empty fields, with a tooltip explaining the consequence 4. A toolbar button to start a walkthrough, switch language or clear progress Where it runs On pipedrive.com only. On any other website the extension does nothing at all. Its interface is drawn in a closed shadow DOM, so nothing about Pipedrive's own styling changes. What it does not do This extension does not read the content of your CRM records and does not send it anywhere. The privacy policy states exactly which data is processed. Works with the Pipedrive app The extension works on its own with the bundled content. Together with the Surge Adopt app from the Pipedrive Marketplace, the guidance, the rules and the reporting come from your own organisation's environment. Built by Sales-Surge B.V., Pipedrive Platinum Partner.