Panel

1. Allows instant access to up-to-date Danish company data and financials without leaving Pipedrive
2. Enables quick verification and updating of CVR data for existing records
3. Facilitates easy addition of new Danish companies to the CRM with comprehensive information
4. Provides financial insights directly in the dashboard, supporting informed decision-making
5. Streamlines the process of maintaining accurate and current Danish company records

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How Does It Work?

1

Click on “Contacts” and select the “Organisation” option.

2

Click on an organisation. On the left side of the window, you will see a panel named “Danish CVR Lookup”.

3

You will find two options:

• Update CVR Data — updates only the CVR data for the current organisation
• Search Organisation — view the financials or add a new organisation

4

Once the data is updated, you will be able to see the financial data table in the dashboard.

5

Clicking “Search Organisation” opens a search window. Enter any Danish organisation name or a valid CVR number to search.

6

Click “Add” for the company you want to add. This will add all that organisation’s data and financial data to the company currently open in your Pipedrive CRM.

7

After successful addition, a success window will pop up. Refresh the page to see the newly inserted data.