The Account tab is where you connect Pipedrive to QuoteWerks. This is done using OAuth.

1. To connect your account click on the Connect button.

2. You will be prompted to input your Pipedrive username and password.

3. You will be prompted to authorize the application. Read the permissions and click on Allow and Install.

4. Once authorized you will receive a notification indicating that Pipedive has authenticated successfully. Click OK to close this window.

5. To test your connection click the Test Connection button.

A successful connection will result in a pop up noting that Pipedrive has authenticated successfully.