Pipedrive - Full Tutorial 2025

Video Description

Pipedrive CRM is one of the simplest and most effective sales tools on the market, but where do you start? In this beginner-friendly guide, I’ll walk you through everything you need to know to start using Pipedrive the right way. I’ve used it since 2015 and now help businesses around the world optimize their Pipedrive setups to close more deals and stay on top of their pipelines. In this video we'll cover: 0:00 – Introduction 1:32 – The Benefits of Pipedrive 3:41 – Signing Up for a Pipedrive Trial 5:15 – The Leads View & Adding a Lead 7:11 – Customize Stages & Pipelines 10:07 – Adding Probabilities to Pipedrive 11:02 – Using the Rotting Feature 12:57 – Quick Tip: Naming Conventions 13:49 – Using Filters & Customizing Your View 15:30 – Adding a Deal 16:30 – Multiple Deals for the Same Contact 19:00 – Creating Products 20:42 – Using Custom Labels in Pipedrive 27:17 – Setting Up Lost Deals 29:29 – Setting Up Activity Types 31:50 – The Deal Timeline 32:32 – Scheduling Activities 35:04 – Pipedrive Indicators Explained 35:48 – Using the Pipedrive Deal Tabs 37:55 – What Determines If Pipedrive Is Successful 38:48 – Next Steps for Getting Better with Pipedrive 39:59 – Outro Videos Referenced Pricing updates - https://www.youtube.com/watch?v=aF0CnsoZi4o Import Data to Pipedrive - https://www.youtube.com/watch?v=-S2gjJOKo1A Using Pipedrie Smart Docs - https://www.youtube.com/watch?v=x--v0OXrw_8 Getting Started With Sequences - https://www.youtube.com/watch?v=AdXu77FW1gA Custom Fields - https://www.youtube.com/watch?v=seSlme85MVk Pipedrive Email Sync, Templates & Settings - https://www.youtube.com/watch?v=rM92_JP4MpY Pipedrive workflow automation - https://www.youtube.com/watch?v=XwobodnldkA Pipedrive custom reporting - https://www.youtube.com/watch?v=EsHJUF37e3M& Ready to learn more, check out our new Pipedrive Playlist, Getting Started Fast - https://www.youtube.com/watch?v=aF0CnsoZi4o&list=PLd7bRjT5AStb7uRAsyIyIQUmD1j82-MrL Sign up to Pipedrive using my partner link and get an extended 30-day trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request-a-quote/ Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter