Ultimate Guide Getting started with Pipedrive (Video #1)

Pipedrive is one of the most popular sales CRM's on the market. It's simple, easy to use and pretty affordable as well. I've been using it since 2015 and now help companies all around the world to optimise Pipedrive for their business. In this ultimate getting-started guide, I’ll walk you through Pipedrive and its key features so you can get up and running on the platform as soon as possible.
0:00 - Introduction
1:04 - What is Pipedrive and how is it different to other CRM's?
3:20 - Navigation
5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)
9:22 - Customising your pipeline
14:00 - Pipeline view options
15:33 - How to create a deal
17:32 - How to use leads vs. deals
20:23 - Tracking deal value and products
22:53 - Setting up your deals and custom fields
28:48 - Adding notes, activities and sending emails from Pipedrive
35:18 - How to manage follow up with Pipedrive
39:43 - Marking deals as won/lost
42:17 - Outro
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » minorco.com/pipedrive
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[@emiliorodea]

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

[@minor-co]

Hope they're useful!

[@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 😀

[@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!

[@PurpleSquareVideo]

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

[@minor-co]

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

[@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 😀

[@Oeduardoalbrecht]

Thanks for this video, Paul!

[@minor-co]

You're welcome 😀

[@user-zp4sw3vz6g]

This was fantastic. Thank you so much!

[@minor-co]

You're welcome 😀

[@radoslavavelcheva5070]

Thank you, Paul 🎉Great video and amazing explanation 😊

[@minor-co]

Thanks for the feedback 😀

[@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!

[@TheCuriousEntrepreneur-gp7yd]

Brilliant video, thanks so much!

[@minor-co]

Thanks, You're welcome 😀

[@CM_1221]

Incredibly helpful🙏

[@minor-co]

Thanks, glad I could help!

[@erinpompa]

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

[@minor-co]

You're welcome 😀

[@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.

[@MrRubentrue]

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

[@minor-co]

👍

[@WaqasHaiderBukhari]

Outstanding work

[@minor-co]

Thank you 🙏

[@WaqasHaiderBukhari]

@@minor-co welcome

[@thealimosavi]

Very Informative

[@minor-co]

Thanks!

[@aboubakrelansari7345]

Completed!

[@minor-co]

👍

[@justinlangenberg1704]

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

[@minor-co]

Thanks, glad I could help!

[@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

[@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

[@user-bf6od4tf3b]

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?

[@ArendzRealEstate]

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

[@minor-co]

Please let me know if you need any help.

[@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.

[@user-bd6jn9pn9g]

Hi am new your way of talking is very nice

[@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

[@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.

[@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.

[@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

[@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.

[@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.

[@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/

[@user-zi6zp7hb6n]

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.

[@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.

[@VeeduVidz]

Can I create a flywheel with pipe drive

[@minor-co]

What do you mean, 'flywheel'?

[@AdelphiaGraphicSys]

completed

[@minor-co]

👍

[@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.

[@user-dq9kd7gj8t]

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.

[@cesarsitchon3521]

How would you rate the customer support experience?

[@minor-co]

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

[@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/

[@user-nl5le9id8v]

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.

[@user-es6vl7wj6g]

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

[@minor-co]

I'm not sure I understand?

[@redkittycurls]

You like it better than Hubspot?

[@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.

[@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

[@user-ef2pn4zc8f]

thanks

[@minor-co]

You're welcome 😀

[@lilianakunna1537]

completed

[@minor-co]

👍