Learn the tools and best practices for Pipedrive with Pipedrive Learn.

<p style="text-align: justify">Pipedrive offers a variety of courses, tutorials and webinars in addition to the Knowledge Base that you can use to learn more about all that we offer.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%201.2.jpg" alt=""></figure>
<p style="text-align: justify">And you can find all of these at <a href="https://learn.pipedrive.com/app" target="_blank" rel="noreferrer noopener">Pipedrive Learn</a>.</p>
<hr>
<h2 style="text-align: justify">Academy courses<a name="academy-courses"></a></h2>
<p style="text-align: justify">Our <a href="https://learn.pipedrive.com/app/catalog" target="_blank" rel="noreferrer noopener">Academy</a> has a wealth of learning content, including: </p>
<ul><li>Lessons about the tools and features in Pipedrive</li><li>Courses on <a href="https://learn.pipedrive.com/app/courses/38b03db0-f231-4728-81b7-e9379ec17427" target="_blank" rel="noreferrer noopener">managing your sales pipeline</a> and <a href="https://learn.pipedrive.com/app/courses/d4d76862-5df4-4d2e-ad76-5c8b2d247f76" target="_blank" rel="noreferrer noopener">running a sales team</a></li><li>An in-depth guide to <a href="https://learn.pipedrive.com/app/courses/edaa24fe-326a-4fc4-8a02-47092c34a864" target="_blank" rel="noreferrer noopener">email marketing </a></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%202.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you’re just beginning your Pipedrive journey, or want a refresher on the core tools, you can check out our <strong>Getting Started</strong> course in both <a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener">English</a> and <a href="https://learn.pipedrive.com/app/courses/2ce8774a-36bc-40c1-ae6c-d87e59669d2c" target="_blank" rel="noreferrer noopener">Spanish</a>.</div>
<hr>
<h2 style="text-align: justify">Video Tutorials<a name="video-tutorials"></a></h2>
<p style="text-align: justify">If you’re looking for shorter videos about specific features, we have a library of <a href="https://learn.pipedrive.com/app/video-tutorials" target="_blank" rel="noreferrer noopener">tutorials</a> about lead generation, automations, integrated apps and everything in between. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%203.jpg" alt=""></figure>
<p style="text-align: justify">We even offer videos in multiple languages:<br></p>
<ul><li>English</li><li>Spanish</li><li>German</li><li>French</li><li>Portuguese </li></ul>
<div class="support-note success primary"><strong>Note: </strong>Not all videos are available in every language.</div>
<hr>
<h2 style="text-align: justify">Webinars<a name="webinars"></a></h2>
<p style="text-align: justify">We also have a variety of live and on-demand <a href="https://www.pipedrive.com/en/webinars" target="_blank" rel="noreferrer noopener">webinars</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%204.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Live Webinars</strong></p>
<p style="text-align: justify">These webinars take place at scheduled times and are broadcast live, so you can learn from instructors in real time about everything from features to best practices for using Pipedrive.</p>
<p style="text-align: justify"><strong>On-demand webinars</strong></p>
<p style="text-align: justify">These are pre-recorded webinars that you can view at any time, and they cover a similar range of topics as the live webinars. </p>

What is Pipedrive Learn?

academy-courses

Academy courses

video-tutorials

Video Tutorials

webinars

Webinars

<p style="text-align: justify">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.<br>Browse our videos below to get a good understanding of Pipedrive. Continue learning in our <a href="https://www.pipedrive.com/en/academy?ref=kb_how_to" target="_blank" rel="noreferrer noopener">Pipedrive Academy</a>! </p>
<hr>
<h2 style="text-align: justify"><strong>1. Customizing your pipeline</strong><a name="customizing-your-pipeline"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/uYHUe2vgLMfFgYJUKA1QcR.jpg" alt=""></figure>
<ul>
<li>The all-important pipeline view in Pipedrive</li>
<li>Customizing your pipeline with stages, rotting times, probability</li>
<li>Providing lost reasons for your deals that can no longer progress in your pipeline</li>
<li>Transferring deals from one pipeline to a different pipeline</li>
<li>Using your filters in the pipeline view</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>2. Custom fields and filters</strong><a name="custom-fields-and-filters"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/TvK6MxhBiQsy48kFJ5Njnh.jpg" alt=""></figure>
<ul>
<li>Creating custom fields in your Pipedrive account</li>
<li>Sorting and filtering by your created custom fields</li>
<li>Exporting your filter results out of Pipedrive into .xls or .csv files</li>
</ul>
<hr>
<h2 style="text-align: justify">3. Invite users<a name="invite-users"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" alt=""></figure>
<ul>
<li>Inviting your work colleagues to use Pipedrive in your company account</li>
<li>Assigning deals and activities to your fellow Pipedrive users</li>
<li>Tracking statistics for Pipedrive users' progress</li>
</ul>
<h2 style="text-align: justify"><strong>4. Permissions</strong><a name="permissions"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/uEsY3PsPE2iZ9N1BdsQB8K.jpg" alt=""></figure>
<ul>
<li>Setting users into permission sets in Pipedrive</li>
<li>Restricting or enabling permissions for specific permission sets</li>
<li>The different permission set options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>5. Visibility groups</strong><a name="visibility-groups"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/7PvwobKtmAiG674eQMBQXY.jpg" alt=""></figure>
<ul>
<li>Assigning your Pipedrive users into visibility groups to set what can be seen</li>
<li>Adjusting the visibility settings for different groups, based on deals, people, organizations and products</li>
<li>The different visibility options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>6. Sales Inbox</strong><a name="sales-inbox"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/A7sNpGN83ZeNpj6u3W7WB8.jpg" alt=""></figure>
<ul>
<li>The email sync feature of Pipedrive</li>
<li>Searching and filtering within Pipedrive's email inbox</li>
<li>Setting visibility for each email brought into your Pipedrive account</li>
<li>Linking tracking, open tracking and email templates with dynamic Pipedrive fields</li>
<li>Using workflow automation to send templated emails at specific points in your sales process</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>7. Data import and migration</strong><a name="data-import-and-migration"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" alt=""></figure>
<ul>
<li>Import your spreadsheet of existing data into Pipedrive</li>
<li>Creating custom fields during the import process</li>
<li>Mapping your spreadsheet columns to match them to Pipedrive fields</li>
<li>Skip files and what they mean when importing</li>
<li>Importing from your previous CRM software using our partner, Import2</li>
</ul>
<hr>
<h2 style="text-align: justify">8. Contact sync<a name="contact-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/DTqkY5wN1CuoSn115JYp19.jpg" alt=""></figure>
<ul>
<li>Sync your Pipedrive account with any major contact provider, like Google Contacts or Outlook</li>
<li>Adjust the sync to be one or two-way with your provider</li>
<li>Choose which groups in your provider are synced into Pipedrive</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>9. Calendar sync</strong><a name="calendar-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/F9svW48iE9DoGFSDKDGy2f.jpg" alt=""></figure>
<ul>
<li>Sync your Pipedrive account with any major calendar provider, like Google Calendar and Outlook</li>
<li>Adjust the sync to be one- or two-way with your calendar provider</li>
<li>Choose which kinds of Pipedrive activities are synced back to your provider</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>10. Mobile app</strong><a name="mobile-app"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/7zbNVwkHmjjYk7HuMdBAEH.jpg" alt=""></figure>
<ul>
<li>The Pipedrive mobile app's <strong>“</strong><strong>Focus View”</strong> allows you to concentrate on immediate efforts</li>
<li>Accessing your Pipedrive email and activities on the go allows you to never fall behind</li>
</ul>

How-to videos: a pretty good overview of Pipedrive

customizing-your-pipeline

Customizing your pipeline

custom-fields-and-filters

Custom fields and filters

invite-users

Invite users

permissions

Permissions

visibility-groups

Visibility groups

sales-inbox

Sales Inbox

data-import-and-migration

Data import and migration

contact-sync

Contact sync

calendar-sync

Calendar sync

mobile-app

Mobile app

<h2 style="text-align: justify">Live webinars <a name="live-webinars"></a></h2>
<p style="text-align: justify">You can sign up for one of our live webinars below. All of our webinars feature an interactive Q&amp;A chatroom.</p>
<center><figure><iframe src="https://app.livestorm.co/pipedrive/upcoming?limit=3" frameborder="0" height="500"></iframe></figure>
</center>

<hr>
<h2 style="text-align: justify">On-demand webinars <a name="on-demand-webinars"></a></h2>
<p style="text-align: justify">If there are no upcoming live events, we also have on-demand webinars to help you up your sales. These webinars give a product walkthrough by our product managers, salespeople and success managers here at Pipedrive to provide the best ways to optimize your product usage.<br></p>
<p>You can watch them on our <a href="https://www.pipedrive.com/en/webinars" target="_blank" rel="noreferrer noopener">Pipedrive webinars</a> page.</p>

Knowledge Base

Video tutorials

Video tutorials

Got any questions?