Quick Start Tips
Tips and tricks to help you get started with Pipedrive quickly.
- What is the difference between a user and a company account?
- How do I invite friends to create their own Pipedrive account?
- How do I use the search bar?
- Add deals to start tracking sales conversations
- Add contacts and create deals for them
- Add custom fields to make sure all the info is there
- Customize the pipeline to match your sales process
- Invite more people to collaborate on Pipedrive
- Set up Email Integration to stop switching between tabs
- Schedule activities to deals and never forget to follow up
- Complete activities to track what was done and when
- Drag-and-drop deals to move them to next pipeline stage