Tips for beginners

Laura_82880

Currently using Pipedrive and listing everything as a “deal” wanting to see how others utilise the program after that? All jobs are sitting as deals currently. 

Amit Sarda (AmitSarda.xyz)

Here's an article I wrote: https://www.amitsarda.xyz/post/pipedrive-setup

If you have any other questions, please don't hesitate to reach out.

Best,

Amit Sarda

Pipedrive Consulting | WhatsApp | Email | Community

Liz (Ops Designed)

@Laura generally I recommend that a "sales opportunity" should be a deal. Each deal should usually be connected to a person (who you'd be selling to) and optionally to an organization (if your selling business-to-business - B2B). Pipedrive also has the leads inbox, but unless you have a huge percentage of leads that never become qualified sales opportunities, I often don't recommend using the Leads tab when you're just getting started with Pipedrive. 

I have a 6-min getting started video here https://www.opsdesigned.com/articles/customizing-pipedrive-stages-and-deal-details, if you want to learn a bit more.

Laura_82880

Liz Peterson said:

@Laura generally I recommend that a "sales opportunity" should be a deal. Each deal should usually be connected to a person (who you'd be selling to) and optionally to an organization (if your selling business-to-business - B2B). Pipedrive also has the leads inbox, but unless you have a huge percentage of leads that never become qualified sales opportunities, I often don't recommend using the Leads tab when you're just getting started with Pipedrive. 

I have a 6-min getting started video here https://www.opsdesigned.com/articles/customizing-pipedrive-stages-and-deal-details, if you want to learn a bit more.

Thanks for the reply. The jobs we put into the system are already “won” so I’m trying to work out what we do with them. Like once they are completed. 

Laura_82880

Amit Sarda said:

Here's an article I wrote: https://www.amitsarda.xyz/post/pipedrive-setup

If you have any other questions, please don't hesitate to reach out.

Best,

Amit Sarda

Pipedrive Consulting | WhatsApp | Email | Community

Thanks for the reply. The jobs we put into the system are already “won” so I’m trying to work out what we do with them. Like once they are completed. 

Liz (Ops Designed)

Liz Peterson said:

@Laura generally I recommend that a "sales opportunity" should be a deal. Each deal should usually be connected to a person (who you'd be selling to) and optionally to an organization (if your selling business-to-business - B2B). Pipedrive also has the leads inbox, but unless you have a huge percentage of leads that never become qualified sales opportunities, I often don't recommend using the Leads tab when you're just getting started with Pipedrive. 

I have a 6-min getting started video here https://www.opsdesigned.com/articles/customizing-pipedrive-stages-and-deal-details, if you want to learn a bit more.

Got it! Would be happy to discuss this with you, but it's probably better done over a call. If you'd like, free to book a time to connect here - https://www.opsdesigned.com/contact

I recently worked with https://www.boisebaroque.org/. They were adding all deals into the system as won and then "working" them through a pipeline for post-sale steps. This company also does something similar https://www.everythingcreativedesigns.com/, so hopefully I'd have some good ideas