You’ve got to give it to the Pipedrive development team–there have been pretty significant improvements that roll out every single month! They recently rolled out the ability to add custom columns and filters to the Leads Inbox. Read More
Every now and then, a deal may need to be removed from the Pipeline without being deleted entirely. Pipedrive makes it easy to convert these deals back to leads, so they’re still in the system and can be “promoted” to a deal in the future. Just be aware that not all deal fields will transfer back to the lead!
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.