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Sales Processes - Topic of the week

❓ Are you more of a ‘method to the madness’ or ‘a place for everything and everything in its place’ type of planner❓

A clear, repeatable sales process enables you to understand exactly what you need to do to succeed. It also helps you to plan out a well-defined sales cycle that can generate more revenue with less effort.

It's a map that tells you exactly which activities you need to be doing, and when you need to do them. 

Click below to ask questions and share knowledge about Sales Processes in your industry, in your country, in your work.

New: Mentions and Comments for all plans (web app + mobile app) 💬 💬


  • Tag your colleagues in your notes, bringing their attention to deals, organizations, or contact people.
  • Collaborate more efficiently so that everyone can keep their work on track.
  • Comment underneath your mentions or notes, allowing for simple, fast, communication with your team.

For whom?

All users in all plans.

What can I do with it?

  • Mention a colleague: simply type @ in your notes, and select your their name from the dropdown list.
  • Comment under notes after being mentioned: communicate directly with your colleagues on any ongoing collaborations.
  • Email notifications: opt in or out of getting them for mentions... (More)

🚀 Community Tip: update your profile to advertise your business and connect with others 🚀

Optimize your member profile for success. Let other members know what you're all about every time you post, facilitating knowledge sharing and business connections.

Go to upper right corner > click your photo/initials > Edit Profile:

  • “About You” tab:
    • Photo: put a face to the name, upload a picture of you or your company logo. Minimum size: 200 x 200 pixels.
    • Title: what’s your job role? It will be visible when you post.
    • About You: let other community know a little about you as a person, details about your work experience, or your company’s values and mission statement. Two good... (More)

segmenting customers

Hi I am evaluating Pipedrive and need to be able to segment customers. For Example, I will send a different type of email to a customer that is technical compared to one that is business orientated. and at times a customer will be both. Is there a way of doing this? My previous CRM let me add multiple tags that I could filter to each contact

Any recruitment people working in Pipedrive

Hey guys,

My name is Coen from the Netherlands. Right now we are integrating everything in Pipedrive for our recruitment agency.

However, we are still figuring out the best practices to implement everything in our company.

So, are there any other recruiters here who have some tips regarding the funnels, integrations and other stuff? :)

With regards,