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Ultimate Guide Getting started with Pipedrive (Video #1)

Pipedrive is one of the most popular sales CRM's on the market. It's simple, easy to use and pretty affordable as well. I've been using it since 2015 and now help companies all around the world to optimise Pipedrive for their business. In this ultimate getting-started guide, I’ll walk you through Pipedrive and its key features so you can get up and running on the platform as soon as possible. 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead) 9:22 - Customising your pipeline 14:00 - Pipeline view options 15:33 - How to create a deal 17:32 - How to use leads vs. deals 20:23 - Tracking deal value and products 22:53 - Setting up your deals and custom fields 28:48 - Adding notes, activities and sending emails from Pipedrive 35:18 - How to manage follow up with Pipedrive 39:43 - Marking deals as won/lost 42:17 - Outro Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedr... Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request... Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter