Better ways of using Pipedrive: The Project management tool

Manuel Oliveira

Learn how to maximize your productivity with our Project management tool

So you’ve just won a deal! Congratulations! Once you’ve celebrated accordingly, it’s time to move on to the next step: setting up your workflow’s project and delivery phase after a deal is won. That’s where you can seamlessly jump into the built-in Project management tool.

In this lesson, we’ll show you how to create a Project from scratch or directly from a Deal, manage and track your tasks, and save time with Project templates.

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.