Having worked with many Pipedrive users, I've seen people do some weird and wacky stuff with Pipedrive. As I always say:
Quality In = Quality Out
If you don't use Pipedrive properly, you can miss out on a lot of the value that Pipedrive offers. With that in mind, here are some of the common mistakes I see people make with Pipedrive:
- Using the Won/Lost buttons correctly: Won » If you don't win them, reports are useless. Lost » If you don't lose them, your pipeline gets full of mess.
- Don't accidentally create duplicates.
- Make sure each deal has an activity reminding you what to do next. Each day, work from your Activities page to drive your follow-up.
- Disable free form entry of lost reasons.
- If using two-way calendar sync, make sure you check off your appointments.
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