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On my recent episode of Minor Updates, I shared that I’ve now hired my friend Warwick as a full-time contractor within my business. I’ve been working as a solo operator since I started my business […]
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 […]
As a freelancer or consultant, there are many ways you can charge for your services and work with clients. Since starting my consulting business in 2016, I’ve continued to iterate my own model and how […]
In this video, I show you how to set up subscriptions and use the payment plans feature within Pipedrive.
If you’re still deciding which sales CRM you’re going to use in your business, here are some questions to consider to make sure you choose the right CRM. In this video, I discuss how to […]
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don’t just have to be physical products, you could also use products for […]