6:584:05Adding and managing leads in PipedriveDemonstrates how to manually add a lead, input contact details like email and phone, and assign deal values and labels.Pipedrive· Sync leads to CRM
11:030:53Scheduling meetings and Zoom integrationShows the process of scheduling a meeting within a deal and connecting video conferencing tools like Zoom.Pipedrive· Lead routing & booking
12:350:28Email inbox synchronizationWalks through the steps to grant Pipedrive access to your email address to sync conversations directly to the CRM.Pipedrive· Multichannel (email+LI+call)
17:162:06Creating email campaigns and automationDemonstrates setting up an email draft with placeholders and scheduling automated sequences based on deal triggers.Pipedrive· Build a cold-email sequence
22:201:30Sales reporting and AI insightsExplores the reporting dashboard, showing how to track performance goals and use AI-driven insights for deal cycles.Pipedrive· AI account/prospect research
6:584:05Adding and managing leads in PipedriveDemonstrates how to manually add a lead, input contact details like email and phone, and assign deal values and labels.Pipedrive· Sync leads to CRM