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
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
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
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
32:582:53Scheduling sales activities and notesDemonstrates how to log notes and schedule follow-up activities like calls or demos within a specific deal view.Pipedrive· Multichannel (email+LI+call)
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
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