Even before 2020, I was already spending a lot of time on Zoom. Being a virtual consultant from New Zealand where 95% of my clients are overseas, it’s an app that gets a lot of usage from me.
In this video, I show you how to show or hide your Pipedrive data fields based on the deal stage or pipeline that your deal is in. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use.
I had a great ‘ah-ha’ moment last week.
I was listening to an interview on the Tim Ferriss podcast between Tim and Mr Money Moustache (a.k.a Pete Adeney). For those that don’t know, Mr Money Moustache is a pioneer of the F.I.R.E movement (financial independence, retire early). On his blog he deconstructs the numbers behind creating a passive income and living within your means so you can retire early.
The forms feature in Asana gives you a simple way to submit new tasks into a project. So why do you need them? Forms are great for helping to establish a process and create tasks with all the information you need. They're useful for things like design requests, bug tracking, submitting ideas, client onboarding and support tickets.
IMAGE: These photos were taken last week on a family trip to Mt Maunganui.
We just got back from a family vacation and it was great taking a week off to relax and spend some quality time with the family. When we were at the beach, my wife, Hayley, snapped these cute photos of me pulling our little boy Jay up a rock and it got me thinking about an interesting metaphor for being a father. I'll get to that in a sec…
This is a great question to ask when getting started with Pipedrive.
What I find most people do is they just dump it on their team with no plan around usage. It's important to set expectations within your team. You don't want some people using Pipedrive for one area, others using it differently and ending up with confusion around what it's supposed to be used for.