One of the biggest challenges with any piece of software is getting your team to use the tool properly. When onboarding a new employee to Pipedrive, you need to follow the correct process to ensure […]
All posts in Pipedrive
Wouldn’t it be great if you could track exactly which channels are driving leads to your business? Better yet, wouldn’t it be great to see which channels or marketing campaigns are converting into new […]
Connecting Pipedrive to an email marketing tool like Mailchimp gives you a powerful way to engage with leads, clients and previous customers. Often selling comes down to having good timing. It happens to me all […]
In this video, I show you how you can track things like costs or commission in the Pipedrive insights. Please note, this does require you to be on the Professional plan.
A lot of my clients who use Asana and(or) Pipedrive use the built in forms options to collect leads and streamline their workflows. However, in both Asana and Pipedrive, the form builders and integration options […]
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 […]
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 […]