8:500:48Managing Sales Pipelines in PipedriveThe demonstrator walks through different sales pipelines (Consulting vs. Subscriptions) and explains how stages are used to track deal progress.Pipedrive· Sync leads to CRM
9:381:13Creating a New Deal and ContactA step-by-step walkthrough of creating a new deal, adding a contact person and organization, and assigning custom fields like 'Deal Source'.Pipedrive· Sync leads to CRM
12:121:21Logging Notes and Scheduling ActivitiesShows how to capture meeting notes and schedule custom activities like introductory calls and follow-ups within a deal record.Pipedrive· Sync leads to CRM
13:560:51Generating Quotes and ContractsDemonstrates using Google Workspace templates within Pipedrive to automatically generate quotes with product tables and request e-signatures.Pipedrive· AI account/prospect research
14:471:06Sales Process AutomationShows how moving a deal to a specific stage triggers automated tasks for team members and creates renewal deals upon winning.Pipedrive· Sync leads to CRM
15:530:29Using Email Templates in PipedriveDemonstrates the native email integration and how to use pre-written sales templates for consistent follow-up.Pipedrive· Build a cold-email sequence
8:500:48Managing Sales Pipelines in PipedriveThe demonstrator walks through different sales pipelines (Consulting vs. Subscriptions) and explains how stages are used to track deal progress.Pipedrive· Sync leads to CRM