Pipedrive: Filtering and Organizing Contacts
PipedriveAll demos from “Pipedrive CRM Tutorial & Full Demo 2025”
- 0:424:57Managing Sales Pipelines and Deals in PipedriveDemonstrates how to navigate the visual pipeline, move deals between stages, and filter activities by date and owner.Pipedrive· Sync leads to CRM
- 9:312:03Setting up the Pipedrive SchedulerShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.Pipedrive· Lead routing & booking
- 14:081:50Filtering and Organizing ContactsCurrentWalks through using list views and custom filters to segment contacts by location and job title.Pipedrive· Build a list from ICP filters
- 15:563:21Revenue Projections and DashboardsDemonstrates the forecasting view to predict monthly revenue and how to build custom reporting dashboards.Pipedrive· Manage deals & pipeline
- Watch “Pipedrive CRM Tutorial & Full Demo 2025” →
Build a list from ICP filters
21:164:00Customizing Pipeline Stages and Rotting DaysThomas shows how to edit pipeline stages, set win probabilities, and configure 'rotting days' to visually flag stagnant deals in the Kanban view.@davame01- 31:292:54Bulk Activity Scheduling and List FilteringHow to use filters in the list view to identify lost deals and bulk-schedule follow-up activities for sales reps across multiple records.@davame01
- 14:081:50Filtering and Organizing ContactsCurrentWalks through using list views and custom filters to segment contacts by location and job title.@BusinessSolution-org
3:201:17Prospecting with Pipedrive LeadBooster ProspectorWalks through using filters like job title, location, and industry to find leads within Pipedrive's 400M+ profile database and add them to the CRM.@gocrmcoach
45:009:50Using Pipedrive Prospector to find leadsA walkthrough of the Pipedrive Prospector tool, showing how to filter by industry, job title (e.g., Engineer), and country to generate a lead list.@CloudMita