3:192:52Configuring Custom Fields in PipedriveThe video demonstrates how to add and segment custom fields for leads and deals to capture specific campaign information.Pipedrive· Sync leads to CRM
10:021:54Setting Up Sales AutomationsA walkthrough of creating automated activities and Slack notifications triggered by deal stage movements.Pipedrive· Multichannel (email+LI+call)
16:173:09Sales Dashboard and Pipeline TrackingDemonstration of the Pipedrive dashboard to track won deals, proposal stages, and sales team performance metrics.Pipedrive· Sync leads to CRM
3:192:52Configuring Custom Fields in PipedriveThe video demonstrates how to add and segment custom fields for leads and deals to capture specific campaign information.Pipedrive· Sync leads to CRM