Setting Up Personal Preferences in Pipedrive

The video is a Motii Tips and Tricks guide for setting up personal preferences in Pipedrive including deal 'side bar' customisation.

How to add Motii Team as a free user in your Pipedrive account

Link emails to Deals (when Pipedrive does not)

How to Contact Pipedrive Support

Insights Advanced: Full Dashboard Build

How to Create an Basic Automation in Pipedrive

How to Set Up Basic Reports in Pipedrive Insights

Maximising Your Sales Pipeline with Pipedrive Filters

How to Set Up Lost Reasons in Pipedrive CRM

Why Winning and Losing deals are Important in Pipedrive CRM

The Importance of Activities in Pipedrive CRM

How to Invite a Team Member into Pipedrive CRM Step by Step Guide

How to Set Up Email Signature in Pipedrive CRM

How to Setup Email and Calendar Sync in Pipedrive

How to Create and Reorder Custom Fields in Pipedrive CRM

Configuring & Editing Your Sales Pipeline in Pipedrive CRM

Maximizing Your Sales Pipeline with Pipedrive Filters

Getting Started with Pipedrive Personal settings

Get Started!! Pipedrive CRM introduction and terminology

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