Ultimate Guide Getting started with Pipedrive (Video #1)

[@lemonskyservices]

As it said in the title, it was an "ultimate guide". Thanks for the video, Paul! You explained things engagingly and clearly that even a beginner like me was able to understand (I didn't even notice that I already reached the end of the video when it did haha). Many thanks!

[@minor-co]

Haha, thanks, I'm really glad you found this useful!

[@TimForrestConsulting]

Thank you, Paul. Excellent walk-thu the Pipedrive CRM.

[@minor-co]

You're welcome 😀

[@emiliorodea]

Thank you Paul, I joined Pipedrive yesterday and I'm very excited to watch all your videos.

[@minor-co]

Hope they're useful!

[@TheLuther7]

Wow, astonishing! Thank you so much Paul! Your really helped me make a call to go with pipedrive and actually got me super hyped about working with this software!

[@minor-co]

Thanks, glad I could help. Feel free to reach out if you'd like more help or a quote for your subscription.

[@Ammar-oz8jc]

I HAVE STARTED WATCHING YOUR VIDEO RECENTLY CAUSE I NEED TO WORK WITH PIPLINE, I REALLY ENJOYED THANK YOU MATE

[@minor-co]

You're welcome, I'm glad the video was useful!

[@melindabyerley23]

thanks for making this, Paul, I'd thought you'd get a kick out of the fact that your site was referred to me by Chat GPT as it helped me create a self learning plan for pipedrive. it didn't steer me wrong!

[@minor-co]

Oh wow, that's cool. Thanks for sharing!

[@cristinamuntean_vornica]

Thanks a lot Paul for this great, simple, and super instructional video. Much appreciated - I am just starting with Pipedrive and I will make sure to watch the rest of the videos you so generously shared since June last year. Best of luck with your own clients!

[@minor-co]

Glad I could help!

[@whytehalld]

This is an awesome presentation. I am new here and to Pipedrive, and am only at the Cold Email stage. I'd love to see a presentation showing viewers how to use Pipedrive for cold email marketing. Great job with this presentation Paul!

[@minor-co]

Thanks, I'll see what I can do.

[@brentonwithers4508]

That was a great start. Thank you very much!

[@minor-co]

You're welcome 😀

[@erinpompa]

This is so helpful and accessible. Thank you so much!

[@minor-co]

You're welcome 😀

[@iamycj]

perfect video, explains everything that needs an explanation. best wishes to you mate!

[@minor-co]

Thanks, glad this was useful!

[@FernandaSimoes]

This is absolute gold Thank you soo much

[@minor-co]

You're welcome 😀

[@Elizabeth-x3m]

This was fantastic. Thank you so much!

[@minor-co]

You're welcome 😀

[@PurpleSquareVideo]

Great video paul, you have a really clear way of explaining.

[@minor-co]

Thank you, I'm glad the video was clear 😀

[@radoslavavelcheva5070]

Thank you, Paul 🎉Great video and amazing explanation 😊

[@minor-co]

Thanks for the feedback 😀

[@freedominspired]

Hey, Paul. I am an outside sales representative who sells products to three different customer groups, all B2B. Can you recommend a CRM that: 1. Helps separate all the businesses into these 3 groups 2. Create the best route for every city I travel to 3. Email blasts for the different groups 4. Create a timeline of notes with action items completed and for future action items per business

[@minor-co]

Pipedrive! 😀 1. You could have one pipeline per business. 2. You can see your contacts on a map inside Pipedrive to plan your route. 3. You can group email or use campaigns to do mass follow up. 4. You can add notes and activities to your deals. Feel free to sign up for an extended trial here: app.pipedrive.com/affiliate/AF-Paulminors?MinorCO&AF-Paulminors

[@Tina-m6r]

Hi, great presentation on starting with pipedrive. Thanks. I would like to know if pipedrive can automatically create quote numbers?

[@minor-co]

Each deal you create has an ID (e.g. the twenty third deal you create would have an ID of 23). Perhaps you could use this as a quote number? Or you could use an automation tool like Zapier to auto-generate a number. Let me know if we can help with this.

[@MB-sl8pw]

This system seems to be very focused on outbound activity to the customer. BUT the only place i get a notifocstion about an incoming mail from the customer is in the salesinbox. It would be very nice if i somehow could get some sort of notifocation in the sales pipeline ex. The box get green or a label shows saying new mail. I dont want to be in the salesinbox all the time

[@minor-co]

Nice idea! Unfortunately not possible at this time so the best thing to do is to keep an eye on your email either in Pipedrive or your actual email client.

[@ScottyTregellas]

Your videos are great. I currently use GHL & Salesforce. In my opinion what I have is way too complex. Im looking for a very simple crm but one that can do pretty much everything needed in the SALES PROCESS. I'm going to go ahead and get started with pipedrive. Ill be playing around with it during the free trial to decide if I like it or not. I'm also VERY interested in having it built out for me as my CTO is busy with salesforce with my other company. I will be using your link!

[@minor-co]

Thanks, and feel free to contact us if you'd like a quote on your subscription so we can give you the best price: minorco.com/contact/

[@eeriksp]

Excellent explanation, thank you!

[@minor-co]

Thanks!

[@jamiepurvis]

Great video Paul, thank you and will be reviewing more of you videos. Quick question, I'm also looking to implement calling and SMS, any suggestions based on service, fee for 2 users?

[@minor-co]

I recommend JustCall which integrates well with Pipedrive. Here's my partner link: justcall.io?fp_ref=paul63

[@Oeduardoalbrecht]

Thanks for this video, Paul!

[@minor-co]

You're welcome 😀

[@TheCuriousEntrepreneur-gp7yd]

Brilliant video, thanks so much!

[@minor-co]

Thanks, You're welcome 😀

[@GeneHorlander]

I'm considering migrating over from Dynamics Enterprise to Pipedrive and your videos are helping that decision. Sometimes in my Dynamics campaigns I discover contacts with outdated emails or people who have left the company. When these occur is there a way to automate a process to remove the outdated emails and/or outdated contacts automatically via a workflow? Thanks

[@minor-co]

Hi there, I don't think so sorry. We can create automation but the challenge is how would you trigger the automation from an email being outdated? i.e. how does Pipedrive know it's outdated?

[@Chris_Rowland]

Paul, at time 5:03 you have your pipline open, column with Due Date has date as "5 July" I have tried to change mine to NOT spell out the full month and have the same format. I have had no success, changing under the language that the help section will guide you to. I tried AI, Chat support and no luck. Has this feature gone away? Support said they would use my case as a feedbat to the developers. Do you know how to change this? In my activities view my date spells out "September 9 10:00 AM" and I want a simple 9/9 10:00 AM

[@minor-co]

I don't think this is possible to change I'm afraid.

[@Chris_Rowland]

@@minor-co Interesting, Thanks for the reply, did yours change away from the number format "5 July" or you still have that view and I can not get it. Also, do you have an affiliate link or promo code you could share with me?

[@EvelinaKazinik-g4m]

Thank you, Paul, for the great video! It made getting started super easy! My company typically sends out an initial invoice to clients at the start of a project and a second one upon completion, which sometimes means the payments fall in different months. Should I list the project twice in the pipeline to get accurate statistics on when the payments come in?

[@minor-co]

You're welcome 😀 You could use the Billing Frequency feature within products to show when different payments are due.

[@MrRubentrue]

Thank you very much. I made with "you" the first settings in pipedrive!

[@minor-co]

👍

[@81jbear]

Paul - I have a rather unique situation I am trying to configure Pipedrive to handle. Basically we have business partners in our company that are 1099 sub contractors. I want to be able to have a single source of truth for prospects and clients but also track sales pipelines. The challenge is that my business revenue is different from the 1099 contractors. How do we share a Pipedrive account when we essentially have different revenue metrics on the same deal. I envision a setup where we all have access to the same prospect pool data but when a deal is created the contractor will enter the deal info and products being proposed and the system would calculate both revenue amounts and display them to the user based on field permissions? Would love to hear your thoughts on how to best set this up

[@minor-co]

If I understand what you're trying to do, you may be able to achieve this in Pipedrive. You could have the Deal Value represent the overall sale amount. Then use custom fields to break up the revenue into the component pieces. You can then create a report for each portion of the revenue in Insights by referencing these custom fields.

[@erinwatson4663]

Is there a way to organize projects within an organization (in the organizations tab) in descending order (newest first)?

[@minor-co]

This isn't possible at this time I'm afraid.

[@Parlay66]

On the Leads page I don't see a column that shows the names of the leads. I don't want to spend time adding a new lead (Joe Smith at Company X) if one of my team is already calling on Joe. Is there a way to do a search by name or to add a name column?

[@minor-co]

If you click the little cog-wheel icon on the right hand side, you can customise these columns

[@VeeduVidz]

Can I create a flywheel with pipe drive

[@minor-co]

What do you mean, 'flywheel'?

[@DanNelson-ve8zw]

Hey Paul - Does Pipedrive allow me to create more than one pipeline? I'd like to know if I can use it for our Customer Success team? Thinking that we create sales pipeline that moves sales opportunities through various stages. One of the stages will be to do an internal handoff with Customer Success as well as to have an intro call where Customer Success Rep is introduced. Then I want to be able to move the customer over to the new pipeline to assure smooth implementation and rollout.

[@minor-co]

Yes, you can have multiple pipelines. Just make sure you create a new deal for the custom success part instead of using the sales deal.

[@Zaranoor12]

Outstanding work

[@minor-co]

Thank you 🙏

[@Zaranoor12]

@@minor-co welcome

[@lawsonp]

Which version of the software are you using in your demo? Thanks.

[@minor-co]

There aren't really versions with Pipedrive. When you log in, you'll be using it up to date. This video was made a little while ago so what you're seeing in Pipedrive may be different than this video.

[@magalylamadrid1573]

Very helpful. Thank you.

[@minor-co]

You're welcome 😀

[@unknownexplorer1.059]

Hello Paul, I'd like for a quotation/pricelist of your pipedrive system. Thanks

[@minor-co]

Feel free to contact me here for a subscription quote: paulminors.com/contact/

[@OmerWild]

Thank you, Paul - great video as always. Question - Does Pipedrive have innate integration with WordPress and Woocommerce? on their website, I see integration with Shopify, not Woocommerce...Thx (I'm evaluating Pipedrive now as a CRM for my e-commerce website)

[@minor-co]

Thanks Omer! I don't believe so. But this could be where Zapier could help.

[@daniellabruce1144]

Great Explanation

[@minor-co]

Thanks!

[@CM_1221]

Incredibly helpful🙏

[@minor-co]

Thanks, glad I could help!

[@DEGICOLLC]

what is the difference between a contact and lead? also after importing my leads many went to contacts why?

[@minor-co]

A contact is just a person in the database. A lead is a separate object linked to a contact. You can use the lead to store your notes as you prospect and qualify the lead before you convert it into a deal. Likely you didn't include a 'Lead title' column in your import.

[@thealimosavi]

Very Informative

[@minor-co]

Thanks!

[@BuiltinRealtyGroup]

Hey Paul! love your videos, what editing software do you use to create this pipedrive tutorial?

[@minor-co]

Thanks, I use ScreenFlow: kzbin.info/www/bejne/qXennpZ5d7eImpY

[@stephenwalter6629]

Hi Paul! Awesome video. Heads up, the link /pipedrive in this description for your consulting services is getting intercepted by malware actors.

[@minor-co]

Thanks, we're aware of the issue and we're dealing with it

[@MB-sl8pw]

So if i just sell to consumer customers the i cannot use pipedrive because of the company linking ?

[@minor-co]

No. You don't have to link an organisation, you can simply leave this blank.

[@mymaxhaus]

Is this good for insurance agents? I've tried GHL and Ringy but I wish to integrate my Ring Cental account. Can that be done?

[@minor-co]

Yes, we've worked with numerous insurance agents in Pipedrive. You can integrate RingCentral but it's not very good. I recommend JustCall instead.

[@justinlangenberg1704]

This is super helpful and thank you for being so clear on your education process!

[@minor-co]

Thanks, glad I could help!

[@ArendzRealEstate]

I Definitely need more training. Currently, Adre is assisting me online.

[@minor-co]

Please let me know if you need any help.

[@NoorMuhammed-p1w]

how can I add checkbox field in Pipedrive forms ?

[@minor-co]

You need to set up a multi-option data field first (in Company Settings), then you can add it in the form builder.

[@nahumbako-b7e]

I love this ❤

[@minor-co]

Thank you!

[@masstimbergroup]

Hope you're getting some comish on these links. This overview is KILLER.

[@minor-co]

If you sign up via my link I'll get a kickback 😀

[@masstimbergroup]

We did! @@minor-co

[@lwenabarros5820]

How much do you charge for help setting up Pipedrive please? Thanks

[@minor-co]

It depends on the level of support and project scope but feel free to book an intro call with me here to discuss: paulminors.com/consulting/pipedrive-consulting/

[@cesarsitchon3521]

How would you rate the customer support experience?

[@minor-co]

Like most tools: I've have good and bad experiences.

[@haiderXSM]

Hi am new your way of talking is very nice

[@minor-co]

Thank you 🙏

[@redkittycurls]

You like it better than Hubspot?

[@minor-co]

💯

[@ChadFoote-l8j]

Seems like I wouldn't want to use pipedrive if I am doing B2C as the organization feature is pointless and frustrating when you are not working B2B

[@minor-co]

You don't have to create or use organisations. You could simply keep this blank if you want.

[@aboubakrelansari7345]

Completed!

[@minor-co]

👍

[@AhmetFedai-l1l]

Is there anyone know how to hide customer contact between different sales

[@minor-co]

I'm not sure I understand?

[@SliceOfSabby]

amazibg Paul, Just booked a call with you. I need PD for 50 usrs althiough you dont have time soon

[@minor-co]

Thanks for the booking. Looking forward to chatting soon. Thanks for your patience, I'm quite booked up right now.

[@AdelphiaGraphicSys]

completed

[@minor-co]

👍

[@khaderalmalki7544]

I had a hard time because my English not very well,, I wished you set up subtitle 😢

[@minor-co]

Thanks for the feedback.

[@bobkelso5681]

Pipedrive is so slow these days. Each click makes me staring for minutes at these loading spinners while the page is loading.

[@minor-co]

Weird, I haven't had any issues. Have you tried a different browser to check whether it's an isolated issue?

[@joannawroblewska6964]

Lots of Elon.. :)

[@minor-co]

😂

[@sdennis7911]

Don't give your CC to this Pipedrive. They are extremely predatory with billing! Stay Away!

[@minor-co]

Sorry to hear you haven't had the best experience

[@jamescarter5964]

intro is way to long on this video. lots a fluff

[@minor-co]

Thanks for the useful feedback. In this case, I did want to make sure people think about the role of a CRM in their business.

[@ВадимАлекс-щ6ъ]

thanks

[@minor-co]

You're welcome 😀

[@lilianakunna1537]

completed

[@minor-co]

👍