Introduction to Pipedrive

Want to close more sales? You’re in the right place. In this intro series you’ll learn how to manage your pipeline with Pipedrive.

Our knowledge producer James will guide you through the initial setup and show the key features of Pipedrive

In this intro series we’ll be talking about:

Using a CRM and how Pipedrive differs from conventional CRMs
Importing data and setting up your account
Having a visual overview of your deals and contacts
Following up on every lead by scheduling activities
Customizing Pipedrive to your needs
Sales forecasting, reports and pipeline statistics
Creating email templates
Tracking email conversations
Integrating Pipedrive with other software and API connections
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Immediate access. No credit card required.

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Introduction to Pipedrive | Pipedrive
Introduction to Pipedrive | Pipedrive