How to make Pipedrive's Data Fields Work

In this video, I show you how to add custom fields to Pipedrive and configure them to guide your team through the sales process seamlessly. Whether you're new to Pipedrive or looking to optimize your sales pipeline, this video is packed with tips to help you streamline your workflow and ensure your team captures the right information at the right time.
0:50 How to customize the Add Deal form
3:05 How to create Custom Fields for your Add Deal process
6:05 Demonstration of a customized Add Deal form and Required/Important fields in the pipeline
Sign up for Pipedrive using my partner link and get an extended trial: bit.ly/pdopsde... Existing users can email [e-mail] 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