New and seeking any help
I am new at my company and nobody really knows how to work Pipedrive and I have been tasked with learning the ins and outs. I have watched several of the beginner videos but am just as confused if not more confused. Anyone have any tips on where to start and how not to be so overwhelmed? Any help or pointers will be greatly appreciated.
Comments
-
Let me know if this article helps: https://www.amitsarda.biz/post/pipedrive-setup-for-efficient-sales
It is a little dated now and could use a refresh based on my new learnings since the last time I published this.
0 -
Amit Sarda said:
Let me know if this article helps: https://www.amitsarda.biz/post/pipedrive-setup-for-efficient-sales
It is a little dated now and could use a refresh based on my new learnings since the last time I published this.
Thank you. I am more of an office assistant and will be using this more so to generate reports and (as I get more familiar with it) send out email campaigns. Basically we are a smaller company and I will be assisting the sales manager in his day to day activities. Do you know of anything that may help with these tasks? Like I said before, I watched the intro videos but they just lead me to more questions than answers.
0 -
It's probably a good idea for your company to hire a consultant who can help guide your organization through this.
There are lots of Pipedrive Partners to choose from here -- https://marketplace.pipedrive.com/partners
0
