How-to videos: an overview of Pipedrive

Whether you're transitioning from another CRM or stepping into the world of CRM for the first time, these videos will guide you on how Pipedrive can significantly enhance your sales performance.

Explore our collection of videos below to gain a comprehensive understanding of Pipedrive's features and functionality. Each video is designed to help you get the most out of Pipedrive and improve your sales outcomes.

1. Customising Your Pipeline

Discover how to tailor your Pipedrive experience by customising your sales pipeline. This video covers the following key points:

The Essential Pipeline View in Pipedrive: Learn how to navigate and utilise the pipeline view to manage your sale process effectively.
Customising Your Pipeline: Modify stages, set rotting times, and adjust probabilities to match your unique sales workflow.
Managing Lost Deals: Implement reasons for deals that can no longer move forward in your pipeline, helping you track and analyse lost opportunities.
Transferring Deals Between Pipelines: Understand how to seamlessly transfer deals from one pipeline to another to ensure they are in the appropriate process.
Utilising Filters in Pipeline View: User filters to organise and view your deals based on specific criteria, making it easier to focus on what's important.

Watch this video to get a comprehensive understanding of how to customise your Pipedrive pipeline to fit you sales strategy perfectly.

2. Custom Fields and Filters

Learn how to effectively use filters in Pipedrive to streamline your workflow and access key data quickly. This video covers the following topics:

Creating Custom Fields: Understand how to create custom fields in your Pipedrive account to capture specific information relevant to your sales process.
Sorting and Filtering: Discover how to sort and filter your data using the custom fields you’ve created, allowing you to focus on the most pertinent information.
Exporting Filter Results: Learn the steps to export your filtered results from Pipedrive into .xls or .csv files for further analysis and reporting.

Watch this video to master the use of filters in Pipedrive, helping you to organise and manage your sales data more efficiently.

3. Invite Users to Pipedrive

This video guides you through the process of inviting your colleagues to join Pipedrive and collaborating effectively within your company account. Key points covered include:

Inviting Colleagues: Learn how to invite your work colleagues to use Pipedrive in your company account, making collaboration seamless.
Assigning Deals and Activities: Discover how to assign deals and activities to your fellow Pipedrive users, ensuring everyone is aligned and tasks are distributed efficiently.
Tracking User Progress: Understand how to track statistics and monitor the progress of Pipedrive users to evaluate performance and identify areas for improvement.

Watch this video to enhance your team's collaboration and productivity within Pipedrive.

4. Setting Permissions in Pipedrive

Learn how to effectively manage user permissions in Pipedrive to ensure security and appropriate access within your team. This video covers the following key points:

Creating Permission Sets: Understand how to set users into specific permission sets in Pipedrive to control access and functionality.
Managing Permissions: Learn how to restrict or enable permissions for each permission set, tailoring user access based on roles and responsibilities.
Exploring Permission Set Options: Discover the different permission set options available within various Pipedrive plans, and choose the one that best fits your team's needs.

Watch this video to master setting up and managing permissions in Pipedrive, ensuring that each team member has the appropriate access to perform their tasks efficiently.

5. Visibility Groups

This video provides an in-depth look at how to use visibility groups in Pipedrive to control what users can see and access within the platform. Key points covered include:

Assigning Users to Visibility Groups: Learn how to assign your Pipedrive users into visibility groups to manage what information and features they can access.
Adjusting Visibility Settings: Discover how to adjust the visibility settings for different groups, including deals, people, organisations, and products, to ensure that users only see what is relevant to their role.
Exploring Visibility Options: Understand the different visibility options available within various Pipedrive plans, and how to configure them to suit your business needs.

Watch this video to effectively manage visibility groups in Pipedrive, ensuring that each user has access to the information they need without compromising security or confidentiality.

6.Using the Sales Inbox in Pipedrive

Learn how to maximise your efficiency with Pipedrive's Sales Inbox feature. This video covers the following essential aspects:

Email Sync Feature: Discover how to synchronise your email with Pipedrive, ensuring all your communication is seamlessly integrated.
Searching and Filtering Emails: Learn how to search and filter within Pipedrive's email inbox to quickly find the emails you need.
Setting Email Visibility: Understand how to set visibility for each email brought into your Pipedrive account, maintaining control over who can see which communications.
Email Tracking and Templates: Explore how to link email tracking, open tracking, and use email templates with dynamic Pipedrive fields to personalise your outreach.
Workflow Automation: Learn to use workflow automation to send templated emails at specific points in your sales process, enhancing your follow-up and nurturing efforts.

Watch this video to become proficient in using the Sales Inbox feature in Pipedrive, streamlining your email communication and improving your sales process efficiency.

7. Data Import and Migration

Learn how to seamlessly import and migrate your data into Pipedrive. This video covers the following key points:

Importing Existing Data: Discover how to import your spreadsheet of existing data into Pipedrive, ensuring a smooth transition to the new system.
Creating Custom Fields: Learn how to create custom fields during the import process to capture all relevant information specific to your business needs.
Mapping Spreadsheet Columns: Understand how to map your spreadsheet columns to match Pipedrive fields accurately, ensuring data consistency and integrity.
Handling Skip Files: Find out what skip files are and what they mean when importing data, helping you troubleshoot any issues that arise.
Using Import2 for CRM Migration: Explore how to import data from your previous CRM software using our partner, Import2, to make the migration process seamless and efficient.

Watch this video to master data import and migration in Pipedrive, allowing you to consolidate all your sales data in one place and get started quickly.

8. Contact Sync

Learn how to keep your contacts up-to-date across platforms by syncing your Pipedrive account with major contact providers. This video covers the following essential topics:

Syncing with Major Contact Providers: Discover how to sync your Pipedrive account with any major contact provider, such as Google Contacts or Outlook, ensuring all your contacts are consolidated in one place.
Adjusting Sync Settings: Learn how to adjust the sync settings to be either one-way or two-way with your provider, allowing you to choose the direction of data flow that best suits your needs.
Choosing Groups for Syncing: Understand how to select which contact groups in your provider are synced into Pipedrive, enabling you to organise and manage your contacts efficiently.

Watch this video to master contact syncing in Pipedrive, ensuring seamless integration and up-to-date contact information across all your platforms.

9. Calendar Sync

Learn how to synchronise your calendar with Pipedrive to ensure all your activities and appointments are seamlessly integrated. This video covers the following key points:

Syncing with Major Calendar Providers: Discover how to sync your Pipedrive account with any major calendar provider, such as Google Calendar or Outlook, ensuring all your events and tasks are consolidated.
Adjusting Sync Settings: Learn how to adjust the sync settings to be either one-way or two-way with your calendar provider, allowing you to choose the direction of data flow that best suits your needs.
Choosing Pipedrive Activities to Sync: Understand how to select which types of Pipedrive activities are synced back to your calendar provider, enabling you to manage your schedule efficiently.

Watch this video to master calendar syncing in Pipedrive, ensuring all your important dates and tasks are aligned across all your platforms.

10. Pipedrive Mobile App

Learn how to stay productive and manage your sales activities on the go with the Pipedrive mobile app. This video covers the following essential features:

Focus View: Discover how the Pipedrive mobile app's "Focus View" helps you concentrate on your immediate tasks and priorities, ensuring that you stay on top of your most critical activities.
Access on the Go: Learn how accessing your Pipedrive email and activities from your mobile device allows you to stay updated and never fall behind, no matter where you are.

Watch this video to master the use of the Pipedrive mobile app, keeping your sales efforts seamless and efficient even when you're away from your desk.

Still Can't Find the Answer?

Still can't find the answer you're looking for? Speak to your Pipedrive experts at Flowbird today. We offer comprehensive services including Consultation, Implementation, Integration, Training, and Ongoing Support.

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