Pipedrive LeadBooster explained [VIDEO]
If you’re looking to get more inbound leads for your business, then the Pipedrive LeadBooster may be just what you need! In this video, I show you how to get started with the LeadBooster addon […]
All posts tagged Sales
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.
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 […]