Getting started with Pipedrive Projects [VIDEO]

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 one system rather than having to switch between multiple tools and worry about integrations.

  • 0:00 – Intro
  • 0:29 – Pipedrive Projects vs. Other tools
  • 2:32 – Project Pricing
  • 3:24 – Project Boards
  • 4:47 – Project Templates
  • 9:00 – Setting up your Project
  • 16:27 – Automating Projects
  • 19:08 – Outro

Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!