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4.1: Using leads, contacts vs. deals

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Module 4: Using Pipedrive on a daily basis

  • 4.1: Using leads, contacts vs. deals
  • 4.2: Using activities to manage follow up
  • 4.3: Scheduling appointments with Pipedrive or Calendly
  • 4.4: Email integration, templates, automation and bulk messaging
  • 4.5: Calling via the Pipedrive caller and mobile app
  • 4.6: Insights, dashboards and reports
  • 4.7: Subscriptions, payment schedule and revenue forecasting
  • 4.8: Creating Smart Documents in Pipedrive
  • 4.9: Automating your sales process with Workflow Automation
  • 4.10: Sending email campaigns

Need help with Pipedrive?

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