Getting started with Pipedrive [VIDEO]

Paul Minors

Hi everyone,

I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start:

https://www.youtube.com/watch?v=K0sUCkFUr-U

• 0:00 - Introduction
• 1:04 - What is Pipedrive and how is it different to other CRM's?
• 3:20 - Navigation
• 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)
• 9:22 - Customising your pipeline
• 14:00 - Pipeline view options
• 15:33 - How to create a deal
• 17:32 - How to use leads vs. deals
• 20:23 - Tracking deal value and products
• 22:53 - Setting up your deals and custom fields
• 28:48 - Adding notes, activities and sending emails from Pipedrive
• 35:18 - How to manage follow up with Pipedrive
• 39:43 - Marking deals as won/lost
• 42:17 - Outro

I hope it's useful and if you have any questions, please comment below!