Pipedrive: Scheduling sales activities and notes

All demos from “Pipedrive - Full Tutorial”

1. 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.Pipedrive· Sync leads to CRM
2. 7:073:46Customizing pipeline stages and win probabilityShows how to edit pipeline stages (Discovery, Proposal, etc.) and set win probabilities for each stage to improve forecasting.Pipedrive· Build a cold-email sequence
3. 21:332:33Adding custom fields to PipedriveWalks through creating custom fields like 'Lead Source' or 'Monetary Value' to capture specific business data during the sales process.Pipedrive· Append firmographic/technographic data
4. 27:042:29Managing lost deals and reasonsShows the interface for marking a deal as lost and selecting or creating 'Lost Reasons' for reporting purposes.Pipedrive· Sync leads to CRM
5. 32:582:53Scheduling sales activities and notesCurrentDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.Pipedrive· Multichannel (email+LI+call)
6. 36:041:41Email integration and composing messagesShows the native email integration where users can compose and send emails directly from the Pipedrive contact record.Pipedrive· Build a cold-email sequence
7. Watch “Pipedrive - Full Tutorial” →

Multichannel (email+LI+call)

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1. 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.MinorCo
2. 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.MinorCo
3. 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.MinorCo
4. 32:582:53Scheduling sales activities and notesCurrentDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.MinorCo
5. 5:052:28Scheduling next-step activities in PipedriveA walkthrough of setting up proactive activities like calls and texts within a deal to ensure no prospect is left without a scheduled next step.MinorCo
6. 12:350:28Email inbox synchronizationWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.Phylux Express
7. 4:481:49Slack and Email Sequence AutomationShows how to trigger Slack notifications and email sequences automatically when a deal stage is updated in Pipedrive.Ethan Wood | CRM & Automations Expert
8. 9:583:29Scheduling activities and reminders in PipedriveDemonstration of the activity scheduler, including Google Calendar integration and setting up follow-up tasks for specific leads.Nazim Agabekov
9. 10:021:54Setting Up Sales AutomationsA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.Niks Jansons l Stay Sharp