Pipedrive: Managing the Leads Inbox

All demos from “Learn Pipedrive Within 10 Minutes! Complete Pipedrive Tutorial”

1. 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.Pipedrive· Sync leads to CRM
2. 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.Pipedrive· Sync leads to CRM
3. 2:241:43Managing the Leads InboxCurrentWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.Pipedrive· Lead routing & booking
4. 4:051:02Customizing Pipeline View and stagesShows how to customize deal stages, move leads through the pipeline, and use visual icons to track relationship health.Pipedrive· Build a cold-email sequence
5. 5:070:53Setting up sales automationsDemonstrates setting up automated triggers, such as sending an email automatically when a deal is moved to a specific stage.Pipedrive· Build a cold-email sequence
6. Watch “Learn Pipedrive Within 10 Minutes! Complete Pipedrive Tutorial” →

Lead routing & booking

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1. 8:531:54Calendar Synchronization in PipedriveDemonstration of connecting a calendar to Pipedrive and configuring one-way or two-way synchronization for specific activity types like meetings and demos.Davame - Pipedrive
2. 1:10:442:52Setting Up the Pipedrive Meeting SchedulerHow to create a public availability link for prospects to book meetings directly into a sales rep's calendar, similar to Calendly.Davame - Pipedrive
3. 2:241:43Managing the Leads InboxCurrentWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.CRM Central
4. 10:341:28Meeting Scheduling and Deal UpdatesWalks through the automation of updating deal stages and creating activities once a meeting is scheduled via an integrated booking tool.Ethan Wood | CRM & Automations Expert
5. 11:030:53Scheduling meetings and Zoom integrationShows the process of scheduling a meeting within a deal and connecting video conferencing tools like Zoom.Phylux Express
6. 9:312:03Setting up the Pipedrive SchedulerShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.Business Solution
7. 16:532:27Scheduling Activities and MeetingsDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.The Social Guide
8. 13:252:07Sending proposals and tracking signaturesShowing the document integration within Pipedrive to send proposals and track when they are signed by clients.Nazim Agabekov