Getting started with Pipedrive [VIDEO]
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Paul Minors
Member Posts: 89
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!
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