Whether you're considering migrating from one CRM to another or are new to the world of CRM in general, this video will show you how you can greatly improve your sales results with Pipedrive.
Browse our videos below to get a good understanding of Pipedrive. Continue learning in our Pipedrive Academy!

1. Customizing your pipeline

The all-important pipeline view in Pipedrive
Customizing your pipeline with stages, rotting times, probability
Providing lost reasons for your deals that can no longer progress in your pipeline
Transferring deals from one pipeline to a different pipeline
Using your filters in the pipeline view

2. Custom fields and filters

Creating custom fields in your Pipedrive account
Sorting and filtering by your created custom fields
Exporting your filter results out of Pipedrive into .xls or .csv files

3. Invite users

Inviting your work colleagues to use Pipedrive in your company account
Assigning deals and activities to your fellow Pipedrive users
Tracking statistics for Pipedrive users' progress

4. Permissions

Setting users into permission sets in Pipedrive
Restricting or enabling permissions for specific permission sets
The different permission set options within the different Pipedrive plans

5. Visibility groups

Assigning your Pipedrive users into visibility groups to set what can be seen
Adjusting the visibility settings for different groups, based on deals, people, organizations and products
The different visibility options within the different Pipedrive plans

6. Sales Inbox

The email sync feature of Pipedrive
Searching and filtering within Pipedrive's email inbox
Setting visibility for each email brought into your Pipedrive account
Linking tracking, open tracking and email templates with dynamic Pipedrive fields
Using workflow automation to send templated emails at specific points in your sales process

7. Data import and migration

Import your spreadsheet of existing data into Pipedrive
Creating custom fields during the import process
Mapping your spreadsheet columns to match them to Pipedrive fields
Skip files and what they mean when importing
Importing from your previous CRM software using our partner, Import2

8. Contact sync

Sync your Pipedrive account with any major contact provider, like Google Contacts or Outlook
Adjust the sync to be one or two-way with your provider
Choose which groups in your provider are synced into Pipedrive

9. Calendar sync

Sync your Pipedrive account with any major calendar provider, like Google Calendar and Outlook
Adjust the sync to be one- or two-way with your calendar provider
Choose which kinds of Pipedrive activities are synced back to your provider

10. Mobile app

The Pipedrive mobile app's “Focus View” allows you to concentrate on immediate efforts
Accessing your Pipedrive email and activities on the go allows you to never fall behind

Knowledge Base

Lead Generation and Qualification

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