Merging duplicates in Pipedrive [VIDEO]
If you’re not careful when creating new contacts or importing data to Pipedrive, you can end up with duplicate people and(or) organisations in your account.
All posts tagged Sales
Pipedrive Demo (January 2022) [VIDEO]
Are your leads falling through the cracks and not being followed up with? Are you looking for a CRM to manage your follow up? Are you thinking about using Pipedrive? In this video, I’ll give […]
How to track referrals in Pipedrive [VIDEO]
Do you know where your leads come from? Tracking lead and referral sources in Pipedrive allows you to credit those people who are referring you business and double-down on the marketing channels that are delivering […]
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 […]
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 […]