The Social Guide: AI Tutorials & Prompts
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The Social Guide Tutorials
4 demos

Apr 2025 · 2.7K views
The Social Guide
0:423:19Pipedrive
Lead Management in PipedriveDemonstrates how to enter new leads, assign owners, and manage lead information within the Pipedrive inbox and lead section.Sync leads to CRM3:593:55Pipedrive
Customizing Sales PipelinesShows how to create deals, move them through different pipeline stages, and customize pipeline cards and fields.Build a cold-email sequence9:077:28Pipedrive
Creating Email Campaigns and TemplatesWalks through the email campaign builder, including selecting layouts, using the drag-and-drop editor, and adding social links.Build a cold-email sequence16:532:27Pipedrive
Scheduling Activities and MeetingsDemonstrates how to schedule calls and meetings, set availability, and link Zoom or other meeting tools within the CRM.Lead routing & booking