Pipedrive CRM tutorial & full demo.
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Welcome to this in-depth tutorial on Pipedrive, the powerful sales CRM software designed to help you streamline your sales process, manage leads, and close deals with ease! Whether you're new to CRM or looking to maximize your Pipedrive experience, this video covers everything you need to know. From setting up pipelines to tracking activities and customizing reports, weโve got you covered.
๐ฏ What You'll Learn:
What is Pipedrive and how it works
Visualizing and managing your sales pipeline
Tracking activities and setting follow-ups
Creating custom fields and filters
Reporting and revenue forecasting
Adding users, permissions, and visibility settings
Integrations, mobile apps, and more!
๐ Timestamps:
0:00 - Introduction to Pipedrive
0:27 - What is a Sales CRM?
1:10 - Visualizing Your Sales Pipeline
2:34 - Tracking Activities & Scheduling Follow-Ups
4:12 - Customizing Pipelines & Weighted Probabilities
5:22 - Adding Deals, Contacts, and Organizations
7:29 - Creating Custom Fields & Managing Contacts
9:10 - Email BCC & Full Email Sync
12:08 - Using the Scheduler for Meetings
13:10 - List View, Filters, and Bulk Updates
15:46 - Reporting & Revenue Forecasting
19:12 - Adding Users, Permissions, and Visibility
21:27 - Integrations & The Pipedrive Marketplace
22:00 - Mobile Apps & Nearby Features
๐ Why Choose Pipedrive?
With its intuitive interface, robust features, and flexibility, Pipedrive helps sales teams stay organized and close more deals. Itโs perfect for small to medium-sized businesses looking for an easy-to-use CRM solution.
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