1:271:01Updating deal fields and activities in PipedriveThe presenter demonstrates how to update custom fields, expected close dates, and schedule follow-up activities directly within a Pipedrive deal view.Pipedrive· Sync leads to CRM
2:320:29Sending synced emails from PipedriveShows how to compose and send emails directly from the Pipedrive interface using the Gmail sync feature to keep conversations linked to deals.Pipedrive· Build a cold-email sequence
4:110:35Creating a new deal from a web inquiryDemonstrates using the 'Quick Add' button to create a new deal, assign it to a pipeline stage, and add inquiry notes.Pipedrive· Sync leads to CRM
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.Pipedrive· Multichannel (email+LI+call)
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.Pipedrive· Multichannel (email+LI+call)
9:230:19Using email templates in PipedriveShows how to select and send pre-written email templates for meeting follow-ups within the CRM.Pipedrive· Build a cold-email sequence
10:561:28Pipeline review and deal managementWalks through reviewing the pipeline for overdue activities, providing feedback via mentions in notes, and dragging deals to 'Won' or 'Lost'.Pipedrive· Sync leads to CRM
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.Pipedrive· Multichannel (email+LI+call)
1:271:01Updating deal fields and activities in PipedriveThe presenter demonstrates how to update custom fields, expected close dates, and schedule follow-up activities directly within a Pipedrive deal view.Pipedrive· Sync leads to CRM