Getting started with Pipedrive [VIDEO]

Paul Minors
Paul Minors Member Posts: 85 PIPEDRIVE TEAM
5 Up Votes Name Dropper 5 Likes First Anniversary

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:

  • 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!