How to manage invoicing with Pipedrive and Xero [VIDEO]
In this video, I show you how you can connect your Xero or Quickbooks account to Pipedrive to help streamline your invoicing process.
All posts tagged Sales
How does Pipedrive compare to other CRM’s? [VIDEO]
In this video, I talk about what makes Pipedrive unique and how it compares to other sales CRM tools.
How to sync Pipedrive to Mailchimp or Active Campaign [VIDEO]
In this video, I show you how to sync your Pipedrive contacts to a tool like Mailchimp or Active Campaign. This is particularly useful if you have a long sales cycle and you want […]
How to onboard a new salesperson to Pipedrive [VIDEO]
One of the biggest challenges with any piece of software is getting your team to use the tool properly. When onboarding a new employee to Pipedrive, you need to follow the correct process to ensure […]
How I decided to hire my first full-time contractor [PMP #209]
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 […]
How to show or hide Pipedrive data fields per pipeline [VIDEO]
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 […]
What is Pipedrive’s role in your business? [VIDEO]
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 […]