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
  • Integrating Pipedrive with other software and API connections

Ask us a question

If you have any questions be sure to let us know and we'll do our best help you out.

Introduction to Pipedrive
Introduction to Pipedrive