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Learn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales rep based on the region or perhaps based on the deal type or value.
I've been working from an ultra-wide monitor for the last few years and it's been a game-changer to my productivity. The ultra-wide display gives me a nice big canvas to work from and I can fit multiple tools or documents on the screen at once.
In this video, I share how I organise the windows on my computer using Keyboard Maestro to organise my apps and documents while I work. When you can quickly move windows around, and if you can fit more on the screen by using an ultra-wide monitor, it improves your overall efficiency,
Gantt charts provide an easy way to visualise tasks in a project, how they're interconnected and in what order they need to be completed by.
Asana's new gantt view is ideal for projects where you are working backwards from a deadline and tasks need to be completed in a certain order e.g. marketing campaigns, product launches or events. Here's a video on how to use the new Gantt view (and how it differs from the Timeline). Continue reading
I was recently talking with a friend who asked me if I ever felt he was being too dominant in a conversation. It’s a good question to ask yourself (and demonstrates good self-awareness), especially if you’re someone who is outspoken or often takes the lead in a conversation. If you don't allow other people to speak, they may feel negatively towards you.
One of the easiest ways to save time during your sales process is to connect your website contact form with Pipedrive so that all new inquiries feed directly into your Pipedrive account.
In this video, I show you how to set up a web form using the LeadBooster add-on. This is the simplest way to replace your website contact form without the need for any additional software or integrations.
Artificial intelligence is the current buzzword everyone is talking about. AI promises to make our lives easier and has made its way into Asana.
Asana recently released new AI features to help us move work forward more efficiently. In this video, I share a first look and show you how to use Asana intelligence to create subtasks, summarise task content and how it can help you to improve the tone of your writing. This is just the beginning and I'm excited to see what Asana does with AI in the future to help make managing our work that bit easier.
A productivity principle I’ve been following for years now is to always identify my ‘next action’ related to the projects and clients I’m working on.
For a while now, I've struggled to find an easy way to integrate LinkedIn with Pipedrive. This is a real problem for those who use LinkedIn for prospecting and nurturing contacts.
Since discovering Surfe, syncing contacts and even conversations from LinkedIn to Pipedrive is now so easy!
In this video, learn how to connect LinkedIn to Pipedrive using Surfe (affiliate link). The Surfe Chrome extension allows you to easily create new contacts, leads and deals in Pipedrive, sync notes, tasks and messages, and it even works with the LinkedIn Sales Navigator.
Today, I wanted to share a story that illustrates exactly why you shouldn't put all your eggs into one basket. Especially when it comes to your income.
Either as a business owner or a salaried employee, don't put all your eggs in one basket. Meaning, don't get all of your income from one source. You never know when something may happen and the rug gets pulled out from underneath you. By having a few sources of revenue or a side hustle, diversification is the key to protecting yourself.
Asana recently made some nice updates to how rules are created and managed in projects.
Creating rules in Asana is great for projects where you need to move tasks through a workflow (e.g. support tickets, design requests, bug tracking). And rules are great for establishing consistent processes so your team never skips a beat. Continue reading