I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am

Cindy Canter

I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?

Flip Nolen

Hi @Cindy Canter have you checked out the Pipedrive Academy, yet? https://www.pipedrive.com/en/academy

Cindy Canter

yes, We were told we would have help setting up workflow and to make sure it was working - process - for us.

Inês Batata

Hi @Cindy Canter  , happy to have you with us! 🙂

Being new to Pipedrive I recommend you follow the Getting Started topic here in the Community.

You can learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic. 🔍

If you need extra help you can also reach out to our Support team and they will assist you.

https://community.pipedrive.com/user/cindy_canter