Category: Pipedrive

The ultimate guide to Pipedrive deals: Explaining how to enhance the quality of your work by demonstrating efficient methods of using Pipedrive features.

Read the detailed guide to learn more about how to export Pipedrive deals manually and automatically for reporting and other purposes.

There are different methods for running a Pipedrive data backup. We explain the available approaches, with step-by-step instructions for each.

Learn the basics of Pipedrive workflow automation and how to design workflows for emails, activities, and follow ups with examples and its limits.

Discover what Pipedrive activities are, how to add activities and manage them, and many other basic and advanced insights in one guide.

Find out the differences between Pipedrive leads vs. deals, how they impact your sales growth and when it’s better to opt for leads or deals.

Find out how to export Pipedrive contacts in various formats and in different ways – manually, automatically, and on a schedule.

What Pipedrive leads are, why you need them, and how you can benefit from Leads inbox – all of this information collected in one superb guide.

Pipedrive Products is a convenient tool helping sales-focused businesses visualize the whole process. Read on to learn how to use this tool effectively.

A guide on how to create and customize reports within Pipedrive, as well as how to export Pipedrive Reports and how to do reporting outside of the platform.