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!