Get more out of Pipedrive: Tricks to optimize your account

Manuel Oliveira

How to Get More Out of Pipedrive - Top Tips and Tricks

In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals faster.

This video covers topics like account and pipeline setup, data organization, user permissions, reporting, task automation, and key Pipedrive features such as Deals, Leads, LeadBooster, and Web Visitors add-ons.

This video is part of the Better Ways of Using Pipedrive course. For more courses, visit our Pipedrive Learn portal and start making the most of your CRM.