Lead Management in Pipedrive

All demos from “Pipedrive CRM Tutorial for Beginners | Streamline Your Sales Pipeline in 2025 (Full Demo)”

1. 0:423:19Lead Management in PipedriveCurrentDemonstrates how to enter new leads, assign owners, and manage lead information within the Pipedrive inbox and lead section.Pipedrive· Sync leads to CRM
2. 3:593:55Customizing Sales PipelinesShows how to create deals, move them through different pipeline stages, and customize pipeline cards and fields.Pipedrive· Build a cold-email sequence
3. 9:077:28Creating Email Campaigns and TemplatesWalks through the email campaign builder, including selecting layouts, using the drag-and-drop editor, and adding social links.Pipedrive· Build a cold-email sequence
4. 16:532:27Scheduling Activities and MeetingsDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.Pipedrive· Lead routing & booking
5. Watch “Pipedrive CRM Tutorial for Beginners | Streamline Your Sales Pipeline in 2025 (Full Demo)” →

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