Pipedrive: Pipeline review and deal management

All demos from “How to Use Pipedrive on a Daily Basis (Updated Routine)”

1. 1:271:01Updating deal fields and activities in PipedriveThe presenter demonstrates how to update custom fields, expected close dates, and schedule follow-up activities directly within a Pipedrive deal view.Pipedrive· Sync leads to CRM
2. 2:320:29Sending synced emails from PipedriveShows how to compose and send emails directly from the Pipedrive interface using the Gmail sync feature to keep conversations linked to deals.Pipedrive· Build a cold-email sequence
3. 4:110:35Creating a new deal from a web inquiryDemonstrates using the 'Quick Add' button to create a new deal, assign it to a pipeline stage, and add inquiry notes.Pipedrive· Sync leads to CRM
4. 5:331:10Managing sales activities with custom filtersShows how to use the Activities page and create custom filters for incomplete tasks due today to manage a daily sales workflow.Pipedrive· Multichannel (email+LI+call)
5. 6:431:07Executing follow-ups from the activity loopDemonstrates the 'activity loop' workflow: opening a deal from the activity list, sending a follow-up email, and marking the task as complete.Pipedrive· Multichannel (email+LI+call)
6. 9:230:19Using email templates in PipedriveShows how to select and send pre-written email templates for meeting follow-ups within the CRM.Pipedrive· Build a cold-email sequence
7. 10:561:28Pipeline review and deal managementCurrentWalks through reviewing the pipeline for overdue activities, providing feedback via mentions in notes, and dragging deals to 'Won' or 'Lost'.Pipedrive· Sync leads to CRM
8. 12:560:42Nurturing relationships with the Contact TimelineDemonstrates the Contact Timeline view to visually track the last point of contact (email or call) with existing customers.Pipedrive· Multichannel (email+LI+call)
9. Watch “How to Use Pipedrive on a Daily Basis (Updated Routine)” →

Sync leads to CRM

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1. 3:172:03Pipedrive Personal Preferences and API SetupThomas demonstrates how to configure personal settings in Pipedrive, including currency, language, and locating the API token for third-party integrations.@davame01
2. 37:083:00Importing Leads from SpreadsheetsA demonstration of importing lead data via CSV, mapping spreadsheet columns to Pipedrive fields, and handling duplicate records during the import process.@davame01
3. 51:413:38Configuring Custom Fields and Mandatory DataDemonstration of adding custom data fields to deals and setting them as 'required' to ensure sales reps enter critical data before winning a deal.@davame01
4. 5:111:59Creating a new lead in PipedriveDemonstrates how to manually add a new lead and company (e.g., Tim Cook at Apple) into the Pipedrive interface.@minor-co
5. 27:042:29Managing lost deals and reasonsShows the interface for marking a deal as lost and selecting or creating 'Lost Reasons' for reporting purposes.@minor-co
6. 0:541:48Customizing Pipeline Stages in PipedriveThe video demonstrates how to rename, reposition, and create new stages within a sales pipeline to match a specific sales process.@pipedrive
7. 2:400:54Filtering and Sorting DealsA demonstration of how to filter deals by status and user to manage the sales pipeline more effectively.@pipedrive
8. 0:430:51Inviting team members and workspace setupDemonstrates how to navigate to company settings to invite team members and manage visibility permissions for sales reps.@crm.central
9. 1:321:46Importing lead data into PipedriveShows the process of uploading files and mapping specific data fields like names and contact details into the CRM.@crm.central
10. 3:533:56Managing the Pipedrive Leads InboxA walkthrough of the Leads Inbox interface, showing how to view lead details, link organizations, and manage custom fields for incoming prospects.@minor-co
11. 7:471:53Converting a Lead to a Deal in PipedriveDemonstrates the process of qualifying a lead and using the 'Convert to Deal' function to move the prospect into the active sales pipeline.@minor-co
12. 3:131:31Logging interactions and notes in PipedriveThe presenter demonstrates how to input notes, summaries, and documents into the Pipedrive interaction box to maintain a record of prospect communication.@minor-co