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
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
2:241:43Managing the Leads InboxWalks through the Leads Inbox feature to separate incoming prospects from the primary sales pipeline.Pipedrive· Lead routing & booking
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
5:070:53Setting 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
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