How to Collaborate with Your Sales Team in Pipedrive
HTML-код
- Опубликовано: 8 окт 2024
- Team collaboration is a key to success, particularly when it comes to sales and closing new business. In this video, I will take you through three key features in Pipedrive to help you collaborate with your sales team.
0:23 - Email for team collaboration
1:29 - Using email templates for collaboration
4:17 - Pro-tip: Use a naming convention to effectively utilize email templates
5:08 - Mentions and replies
6:30 - Activities
If you’re ready to dive into customization a bit more, take a look at this videos:
Customize your views and check out some shortcuts and hotkeys • How to Customize Your ...
Sign up for Pipedrive using my partner link and get an extended trial: bit.ly/pdopsde... Existing users can email contact@opsdesigned.com for a promo code.
Need help with Pipedrive?
Schedule a 30-minute call - bit.ly/od-pd-call
Book a Working Session - bit.ly/pd-work...
And subscribe to this channel for updates on new Pipedrive features, how to videos, and more.
If you want to support us through signing up for other tools that I love, check out:
Jotform (Web forms) - bit.ly/jotform...
PandaDoc (Contracting and signing) - bit.ly/pandadocod
Textline - get.textline.c...
JustCall - bit.ly/justcallod
Aircall - aircall.grsm.i...
Dedupely - bit.ly/od-dedu...
Surfe - bit.ly/od-surfe
#Pipedrivepartner #Pipedrivetutorial #howtousePipedrive
Thank you, very useful
Thanks for watching! Glad you found it useful. Let us know if there's anything else we can help with!