Pipedrive is planning to create some training material for you! Which topic would you like us to cov
Inês Batata
Admin Posts: 2,917
COMMUNITY MANAGER
Pipedrive is planning to create some training material for you! Which topic would you like us to cover in a video about the most common mistakes, tips and tricks?
Pipedrive is planning to create some training material for you! Which topic would you like us to cov 0 votes
Automations
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Importing
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Leads
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Insights
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Emailing
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Comments
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Que legal, Inês! Se precisar de ajuda estou a disposição
Estou sempre tentando criar vídeos sobre Pipedrive e seria muito legal contribuir 0 -
Automations are very finicky things. Also, when I first started using automation, I created one that created an activity when a new contact was made. And it took me a LOT of trial and error to figure out one little critical piece to the automation, that to this day I have not seen mentioned in ANY of the PD videos. Linking it to the person!0
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@Bethany Ann George Thank you for your feedback! We're happy to hear you figured it out on your own.
Unfortunately our videos and articles can't cover all aspects for practical and time-saving reasons, but in cases like that feel free to reach out to our Support team and they will help you out. 🙂0 -
A "Getting Started introduction to PipeDrive" overview would be helpful for those brand new to the tool. We're getting ready to launch the tool to our sales force but don't know the best way to do this.0
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Hi @Phil Zolan , happy to have you with us and thank you for your feedback!
I think our Academy video courses are just the ticket for you, included a getting started course. Start here and explore: https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=academy_search_result?ref=community_post
Don't miss the "Getting Started" tutorials in our Knowledge Base either: https://support.pipedrive.com/hc/en-us/categories/360000082285-Getting-Started
And last but not least, make sure to follow these topics here in Community:
- Getting Started: https://community.pipedrive.com/feed/getting-started
- Learning: https://community.pipedrive.com/topic/learning
Hope that makes your life easier! 🚀0
