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Pipedrive CRM

Pipedrive: Send Group Emails

By Pipedrive CRM No Comments

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.

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Pipedrive: Open the Details Page After a New Record is Created

By Pipedrive CRM No Comments

One of the best things about Pipedrive is how intuitive and user friendly the interface is right out of the box, but it is possible to tweak some behaviors to better fit your needs.

When you create new records, the default behavior is for the “Add deal” (or contact/org) pop-up window to disappear and you remain on the main page for that item type.  For example, when you add a new deal from the Pipeline page and click “save”, the pop-up will just close and you’ll be back at the Pipeline.  With a setting in Pipedrive, however, you can change this so you are taken to the “details” page after creating a record.

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