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Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you’re working on, the people and organisations that you’re selling to. In this video, I share how to […]
In this tutorial, you’ll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with […]
In this video, I show you how to use the Pipedrive Smart Documents feature to easily create documents (quotes, proposals, agreements, invoices) for sending to your leads. Smart Docs helps to reduce friction in your […]
Pipedrive’s automation and emailing features have come a long way since I first started using the CRM back in 2015. Creating a simple nurture sequence is easy and is great for getting your leads to […]
In this video, I share how to use Projects in Pipedrive to manage the post-sale fulfilment or delivery of your product/service. By signing up for Projects in Pipedrive you can keep your team in […]
Learn how to use the Custom Reporting features in Pipedrive (requires a Professional subscription). Custom reporting allows you to create your own metrics, attributes and dates to report on via your insights. For example, you […]
( Which Pipedrive plan is the best? Should I upgrade to Professional? What’s the difference between the plans? What do most people do? In this video, I answer these questions so you can pick the […]
Any good salesperson should always try to improve their systems and processes to save time and close more deals. By improving your efficiency, you increase your capacity for how many deals/leads you can manage at […]
Learn how to connect Calendly to Pipedrive using Zapier. In this video, I show you how to use Zapier to create an organization, person, deal and activity in Pipedrive when you receive a booking via […]
Pipedrive’s Workflow Automation feature helps you to automate simple deal updates and follow ups throughout your sales journey. It works on a trigger – action system, similar to other automation tools like Zapier.