In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don’t just have to be physical products, you could also use products for […]
All posts in Pipedrive
In this video, I explain tips for setting up the Calendar sync in Pipedrive and some little mistakes to avoid.
Can you use Pipedrive for project management? This is a question I get all the time. The short answer is – It depends…
One question I get a lot is, “how can you change the automatic name that Pipedrive assigns to a deal”. While we can’t change this in the settings, we can auto-rename deal title using automation […]
In this episode of the Paul Minors Podcast, I interviewed a client of mine, Josh Krueger, all about his approach to automation and systemising your business. Josh is the founder and CEO of Dotcom Design, […]
In this video, I explain the main Pipedrive reports and the considerations you need to make when you set up and use Pipedrive on a daily basis.
In this video I show you all the different email options in Pipedrive: 1. Sending an email directly from a deal page using templates. 2. Sending bulk emails to up to 100 contacts. 3. Using […]
The deal probability feature is used to help you forecast the actual value of deals in your pipeline based on the probability they will close and where they’re at in the sales funnel.
In this video, I explain how to use the “deal rotting” feature in Pipedrive. This is a very useful feature for highlighting deals you may have forgotten about. Learn how to set up rotting and […]
In this video, I’ll show you the kinds of things you can automate in Pipedrive. One of the most common reasons people reach out to me is to get help with automation. But most people […]