9 Pipedrive pro tips
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Andrus Purde
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We asked Pipedrive expert @Paul Minors what his Pipedrive top tips were and he put together this wonderful blog post. His advice:
- Always define an activity reminding you what to do next
- Use Workflow Automation to create activities based on the deal stage
- Use the ‘expected close date’ to forecast your upcoming sales
- Track deal source with a custom “Referred by” field
- Use Outfunnel (that's us!) to sync the right segments to your email marketing tool
- Customize your Lost reasons
- Use the Contact Timeline to nurture your important relationships
- Use the revenue forecasting features in Pipedrive to peek into the future
- Save intro and follow up emails to templates
You can read the full post on Outfunnel blog: 9 Pipedrive Tips and Tricks, with Pipedrive Expert Paul Minors
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Great to collaborate with you on this post Andrus!
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