There’s an interesting area in Pipedrive called the User Overview page. It allows you to take a look at all of your recent updates to records, activities, records you follow, and notifications, all in one spot. Below, I’ll outline what it looks like and how to find it.
Did you know that you can mark filters and owners as “favorites” to navigate filters easier? It’s an easy but powerful tip–especially if your organization has a lot of filters to choose from. Read More
Filters are a great way to determine your work priorities–especially in the sales world. Pipedrive can show you which people haven’t been contacted recently, which deals are stagnate, and more. This post will walk you through creating a new private or shared filter in Pipedrive. Read More
While Pipedrive is a bit limited in terms of customization, there are some ways you can tweak the forms to better suit your needs. One lesser-known example of this is the ability to reorder and hide the sidebar sections in the Deal, Contact, and Organization records.
Please note that this tip requires the email sync feature to be enabled.
Pipedrive makes it incredibly easy to send emails en mass, but don’t let the name of the feature fool you! Selecting “Group Email” allows you to send emails to recipients individually using a single template. So, if you have a list of 10 potential clients to follow up with, you can send a personalized email to each of them individually, with just a few clicks.