Pipedrive is one of the most popular sales CRM's on the market. It's simple, easy to use and pretty affordable as well. I've been using it since 2015 and now help companies all around the world to optimise Pipedrive for their business. In this ultimate getting-started guide, I’ll walk you through Pipedrive and its key features so you can get up and running on the platform as soon as possible.
0:00 - Introduction
1:04 - What is Pipedrive and how is it different to other CRM's?
3:20 - Navigation
5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)
9:22 - Customising your pipeline
14:00 - Pipeline view options
15:33 - How to create a deal
17:32 - How to use leads vs. deals
20:23 - Tracking deal value and products
22:53 - Setting up your deals and custom fields
28:48 - Adding notes, activities and sending emails from Pipedrive
35:18 - How to manage follow up with Pipedrive
39:43 - Marking deals as won/lost
42:17 - Outro
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » minorco.com/pipedrive
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14 июл 2024
