Talk to us
Status:

Support Center

How-To videos: A Pretty Good Overview of Pipedrive

 

Watch our demo playlist below to get a good overview of Pipedrive or skip to a topic further below. 


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.
If you're only interested in a specific topic, click any of the links below to jump to the section of the video that covers the topic.

 

1. Getting Started: Adding users, deals, and contacts


This section covers the following topics:

  • Adding users: Quickly learn how to invite fellow salespeople to join your Pipedrive account.
  • Adding deals/people/organizations: demonstrating how to populate your pipeline by adding deals, as well as how your contact-specific information and deal-specific information gets tied together.

  

2. Pipeline View: Activity-based sales


This section covers the following topics:

  • Pipeline View: always viewing the important information at any given time, based on what activities are necessary to win the deal.
  • Activities: scheduling activities for follow-up from your Pipeline view, the backbone of Pipedrive.

 

3. Customizing Pipedrive


This section covers the following topics:

  • Customizing your Pipeline View: setting up your own unique set of stages in your Pipeline, as well as how to create additional pipelines.
  • Adding custom fields: learning to create additional custom fields for your People, Organizations, and Deals, as well as where those fields should be added.
  • Google Maps integration: learning how Pipedrive geo-codes it's address-type custom fields with Google Maps allowing you to view everything on a map.
  • Customizing your Activity types: creating custom types of activities, and allowing you to name and label your activities.

  

4. List View: Custom reporting and bulk editing 


This section covers the following topics:

  • Custom filtering and reporting: Learning how to filter for specific criteria, for reporting or exporting purposes.
  • Bulk Editing: Learn how you can edit — and delete — multiple items at once with our bulk editor.

 

5. Forecast View: Revenue projection


This section covers the following topic:

  • Forecast View: teaching how to visually track your revenue as it's brought in — as well as project future estimated revenue — through the Forecast View.

  

6. Data & Visibility


This section covers the following topics:

  • Detail View: learning the focus-driven design of the Detail View, the go-to view of each discussion you have with a client.
  • Followers & sharing data: learning how users subscribe to a deal, and receive notifications of updates on that deal within Pipedrive.
  • Visibility & permissions: learning how visibility and permissions of data are handled in Pipedrive, as well as adjusting permissions based on your needs.

 

7. Email Integration


This section covers the following topic:

  • Smart Email BCC: creating or linking an email to a contact or deal automatically — as well as tracking correspondence through the Universal BCC address.

 

8. Statistics & Metrics


This section covers the following topics:

  • Company Statistics: learning how Pipedrive will visually provide statistics on your deals and activities, by the entire company, pipeline, or a per-user basis.
  • Deal conversion: understanding the efficiency of your sales process and give you insight on where there can be improvement.

 

9. Importing Spreadsheets


This section covers the following topic:

  • Importing data: importing information from a spreadsheet, or the use a third party tool (Import2) to migrate data from your previous CRM into Pipedrive.