Pipedrive CRM Tutorial & Full Demo 2025

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Business Solution·3.6K views · Feb 2025

Clips

1. 0:424:57Managing Sales Pipelines and Deals in PipedriveDemonstrates how to navigate the visual pipeline, move deals between stages, and filter activities by date and owner.Pipedrive· Sync leads to CRM
2. 9:312:03Setting up the Pipedrive SchedulerShows how to configure the meeting scheduler, set availability, and generate booking links for prospects.Pipedrive· Lead routing & booking
3. 14:081:50Filtering and Organizing ContactsWalks through using list views and custom filters to segment contacts by location and job title.Pipedrive· Build a list from ICP filters
4. 15:563:21Revenue Projections and DashboardsDemonstrates the forecasting view to predict monthly revenue and how to build custom reporting dashboards.Pipedrive· Manage deals & pipeline