Pipedrive CRM Demo Overview: Navigating Deals, Contacts, & More скачать в хорошем качестве

Pipedrive CRM Demo Overview: Navigating Deals, Contacts, & More

Pipedrive CRM Demo: Navigating Deals, Contacts, and More 👉‍ 7 Best Sales CRM Software:    • Видео   👉 11 Best Sales Automation Tools:    • +11 Best Sales Automation Software Tools 2...   👉 13 Best AI Sales Software Tools:    • 13 Best AI Sales Software Tools & Assistan...   👉 Sales Software Playlist:    • Sales Tools   In this video, we provide a quick overview of Pipedrive, one of the leading CRM platforms. Whether you're new to Pipedrive or need a refresher, this walkthrough will give you a solid understanding of how to navigate key features, manage your sales pipelines, and more. Timestamps: 0:00 - The Deals Page: Starting Point in Pipedrive 0:12 - Navigating the Sidebar: Contacts and Organizations 0:22 - Leads Inbox: Managing Incoming Leads 0:30 - Buyer and Seller Pipelines Overview 1:01 - Onboarding and Managing Listings 1:28 - Activities: Scheduling and Managing Your Tasks 1:56 - Syncing Your Calendar with Pipedrive 2:06 - Sales Inbox: Linking Emails to Deals 2:30 - Adding Projects and Campaigns (Add-ons) 2:40 - Using Automations, Smart Docs, and Reporting 3:32 - The Pipedrive Marketplace: Adding External Apps 3:52 - Importing Data into Pipedrive 4:05 - Exploring Apps and Quick Help 4:25 - Sales Assistant: Notifications and Email Tracking 4:45 - Personal Preferences and Company Settings For more detailed tutorials on specific features, check out our other videos in this Pipedrive series!