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Learn how to connect Calendly to Pipedrive using Zapier. In this video, I show you how to use Zapier to create an organization, person, deal and activity in Pipedrive when you receive a booking via […]
Creating Standard Operating Procedures (SOP’s) help you to document your processes so that you can follow a consistent checklist when executing on a project. It also makes it much quicker when onboarding new team members […]
Pipedrive is my main ‘source of truth’. Meaning it’s where I keep all my contacts; not just clients but everyone in my network. When using Pipedrive this way, it’s important to use labels, custom fields […]
Isn’t it frustrating when you’ve planned your time have a clear agenda for what you’re going to work on, only to receive an email or to have a colleague derail your day by coming to […]
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.
I run my digital business from New Zealand (GMT+12) and service a lot of US-based clients who are on Pacific (GMT-8) and Eastern (GMT-5) times. That’s a pretty big gap in time but is less […]
Asana, while being simple and easy to use, is a powerful project management tool (when you know what you’re doing). It’s packed with features and clients of mine are often surprised when I point out […]
When it comes to productivity, we usually think about how to be more effective and efficient at work or in our business. But productivity isn’t just for getting more done in our professional lives. Productivity […]
In this video, I’m going to share some lesser-known or obvious features of Pipedrive that you may have missed:
Since day 1, I’ve been running my business 100% paperless; meaning I don’t keep any physical files or paperwork. Everything is captured and stored digitally. I could literally work from anywhere as I always have […]