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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