As it said in the title, it was an "ultimate guide". Thanks for the video, Paul! You explained things engagingly and clearly that even a beginner like me was able to understand (I didn't even notice that I already reached the end of the video when it did haha). Many thanks!
@minor-co
10 ай бұрын
Haha, thanks, I'm really glad you found this useful!
@melindabyerley23
Жыл бұрын
thanks for making this, Paul, I'd thought you'd get a kick out of the fact that your site was referred to me by Chat GPT as it helped me create a self learning plan for pipedrive. it didn't steer me wrong!
@minor-co
Жыл бұрын
Oh wow, that's cool. Thanks for sharing!
@TimForrestConsulting
8 ай бұрын
Thank you, Paul. Excellent walk-thu the Pipedrive CRM.
@minor-co
8 ай бұрын
You're welcome 😀
@Ammar-oz8jc
3 ай бұрын
I HAVE STARTED WATCHING YOUR VIDEO RECENTLY CAUSE I NEED TO WORK WITH PIPLINE, I REALLY ENJOYED THANK YOU MATE
@minor-co
3 ай бұрын
You're welcome, I'm glad the video was useful!
@emiliorodea
Жыл бұрын
Thank you Paul, I joined Pipedrive yesterday and I'm very excited to watch all your videos.
@minor-co
Жыл бұрын
Hope they're useful!
@cristinamuntean_vornica
8 ай бұрын
Thanks a lot Paul for this great, simple, and super instructional video. Much appreciated - I am just starting with Pipedrive and I will make sure to watch the rest of the videos you so generously shared since June last year. Best of luck with your own clients!
@minor-co
8 ай бұрын
Glad I could help!
@whytehalld
9 ай бұрын
This is an awesome presentation. I am new here and to Pipedrive, and am only at the Cold Email stage. I'd love to see a presentation showing viewers how to use Pipedrive for cold email marketing. Great job with this presentation Paul!
@minor-co
9 ай бұрын
Thanks, I'll see what I can do.
@ScottyTregellas
21 күн бұрын
Your videos are great. I currently use GHL & Salesforce. In my opinion what I have is way too complex. Im looking for a very simple crm but one that can do pretty much everything needed in the SALES PROCESS. I'm going to go ahead and get started with pipedrive. Ill be playing around with it during the free trial to decide if I like it or not. I'm also VERY interested in having it built out for me as my CTO is busy with salesforce with my other company. I will be using your link!
@minor-co
17 күн бұрын
Thanks, and feel free to contact us if you'd like a quote on your subscription so we can give you the best price: minorco.com/contact/
@erinpompa
6 ай бұрын
This is so helpful and accessible. Thank you so much!
@minor-co
6 ай бұрын
You're welcome 😀
@iamycj
11 ай бұрын
perfect video, explains everything that needs an explanation. best wishes to you mate!
@minor-co
11 ай бұрын
Thanks, glad this was useful!
@MrRubentrue
5 ай бұрын
Thank you very much. I made with "you" the first settings in pipedrive!
@minor-co
5 ай бұрын
👍
@PurpleSquareVideo
Жыл бұрын
Great video paul, you have a really clear way of explaining.
@minor-co
Жыл бұрын
Thank you, I'm glad the video was clear 😀
@radoslavavelcheva5070
8 ай бұрын
Thank you, Paul 🎉Great video and amazing explanation 😊
@minor-co
8 ай бұрын
Thanks for the feedback 😀
@FernandaSimoes
10 ай бұрын
This is absolute gold Thank you soo much
@minor-co
9 ай бұрын
You're welcome 😀
@Oeduardoalbrecht
11 ай бұрын
Thanks for this video, Paul!
@minor-co
11 ай бұрын
You're welcome 😀
@Elizabeth-x3m
9 ай бұрын
This was fantastic. Thank you so much!
@minor-co
9 ай бұрын
You're welcome 😀
@jamiepurvis
4 ай бұрын
Great video Paul, thank you and will be reviewing more of you videos. Quick question, I'm also looking to implement calling and SMS, any suggestions based on service, fee for 2 users?
@minor-co
4 ай бұрын
I recommend JustCall which integrates well with Pipedrive. Here's my partner link: justcall.io?fp_ref=paul63
@eeriksp
3 ай бұрын
Excellent explanation, thank you!
@minor-co
2 ай бұрын
Thanks!
@masstimbergroup
Жыл бұрын
Hope you're getting some comish on these links. This overview is KILLER.
@minor-co
Жыл бұрын
If you sign up via my link I'll get a kickback 😀
@masstimbergroup
11 ай бұрын
We did! @@minor-co
@EvelinaKazinik-g4m
4 күн бұрын
Thank you, Paul, for the great video! It made getting started super easy! My company typically sends out an initial invoice to clients at the start of a project and a second one upon completion, which sometimes means the payments fall in different months. Should I list the project twice in the pipeline to get accurate statistics on when the payments come in?
@minor-co
3 күн бұрын
You're welcome 😀 You could use the Billing Frequency feature within products to show when different payments are due.
@TheCuriousEntrepreneur-gp7yd
7 ай бұрын
Brilliant video, thanks so much!
@minor-co
7 ай бұрын
Thanks, You're welcome 😀
@stephenwalter6629
19 күн бұрын
Hi Paul! Awesome video. Heads up, the link /pipedrive in this description for your consulting services is getting intercepted by malware actors.
@minor-co
17 күн бұрын
Thanks, we're aware of the issue and we're dealing with it
@Zaranoor12
5 ай бұрын
Outstanding work
@minor-co
5 ай бұрын
Thank you 🙏
@Zaranoor12
5 ай бұрын
@@minor-co welcome
@magalylamadrid1573
Ай бұрын
Very helpful. Thank you.
@minor-co
Ай бұрын
You're welcome 😀
@SliceOfSabby
Жыл бұрын
amazibg Paul, Just booked a call with you. I need PD for 50 usrs althiough you dont have time soon
@minor-co
Жыл бұрын
Thanks for the booking. Looking forward to chatting soon. Thanks for your patience, I'm quite booked up right now.
@CM_1221
Жыл бұрын
Incredibly helpful🙏
@minor-co
Жыл бұрын
Thanks, glad I could help!
@daniellabruce1144
2 ай бұрын
Great Explanation
@minor-co
2 ай бұрын
Thanks!
@ArendzRealEstate
8 ай бұрын
I Definitely need more training. Currently, Adre is assisting me online.
@minor-co
8 ай бұрын
Please let me know if you need any help.
@Tina-m6r
Ай бұрын
Hi, great presentation on starting with pipedrive. Thanks. I would like to know if pipedrive can automatically create quote numbers?
@minor-co
Ай бұрын
Each deal you create has an ID (e.g. the twenty third deal you create would have an ID of 23). Perhaps you could use this as a quote number? Or you could use an automation tool like Zapier to auto-generate a number. Let me know if we can help with this.
@thealimosavi
9 ай бұрын
Very Informative
@minor-co
8 ай бұрын
Thanks!
@justinlangenberg1704
11 ай бұрын
This is super helpful and thank you for being so clear on your education process!
@minor-co
11 ай бұрын
Thanks, glad I could help!
@BuiltinRealtyGroup
9 ай бұрын
Hey Paul! love your videos, what editing software do you use to create this pipedrive tutorial?
@minor-co
9 ай бұрын
Thanks, I use ScreenFlow: kzitem.info/news/bejne/1Hx605d5e4SGl2k
@GeneHorlander
8 ай бұрын
I'm considering migrating over from Dynamics Enterprise to Pipedrive and your videos are helping that decision. Sometimes in my Dynamics campaigns I discover contacts with outdated emails or people who have left the company. When these occur is there a way to automate a process to remove the outdated emails and/or outdated contacts automatically via a workflow? Thanks
@minor-co
8 ай бұрын
Hi there, I don't think so sorry. We can create automation but the challenge is how would you trigger the automation from an email being outdated? i.e. how does Pipedrive know it's outdated?
@aboubakrelansari7345
3 ай бұрын
Completed!
@minor-co
3 ай бұрын
👍
@DanNelson-ve8zw
4 ай бұрын
Hey Paul - Does Pipedrive allow me to create more than one pipeline? I'd like to know if I can use it for our Customer Success team? Thinking that we create sales pipeline that moves sales opportunities through various stages. One of the stages will be to do an internal handoff with Customer Success as well as to have an intro call where Customer Success Rep is introduced. Then I want to be able to move the customer over to the new pipeline to assure smooth implementation and rollout.
@minor-co
4 ай бұрын
Yes, you can have multiple pipelines. Just make sure you create a new deal for the custom success part instead of using the sales deal.
@OmerWild
5 ай бұрын
Thank you, Paul - great video as always. Question - Does Pipedrive have innate integration with WordPress and Woocommerce? on their website, I see integration with Shopify, not Woocommerce...Thx (I'm evaluating Pipedrive now as a CRM for my e-commerce website)
@minor-co
5 ай бұрын
Thanks Omer! I don't believe so. But this could be where Zapier could help.
@haiderXSM
5 ай бұрын
Hi am new your way of talking is very nice
@minor-co
5 ай бұрын
Thank you 🙏
@unknownexplorer1.059
6 ай бұрын
Hello Paul, I'd like for a quotation/pricelist of your pipedrive system. Thanks
@minor-co
6 ай бұрын
Feel free to contact me here for a subscription quote: paulminors.com/contact/
@Parlay66
8 ай бұрын
On the Leads page I don't see a column that shows the names of the leads. I don't want to spend time adding a new lead (Joe Smith at Company X) if one of my team is already calling on Joe. Is there a way to do a search by name or to add a name column?
@minor-co
8 ай бұрын
If you click the little cog-wheel icon on the right hand side, you can customise these columns
@mymaxhaus
Жыл бұрын
Is this good for insurance agents? I've tried GHL and Ringy but I wish to integrate my Ring Cental account. Can that be done?
@minor-co
Жыл бұрын
Yes, we've worked with numerous insurance agents in Pipedrive. You can integrate RingCentral but it's not very good. I recommend JustCall instead.
@erinwatson4663
10 ай бұрын
Is there a way to organize projects within an organization (in the organizations tab) in descending order (newest first)?
@minor-co
10 ай бұрын
This isn't possible at this time I'm afraid.
@Chris_Rowland
Ай бұрын
Paul, at time 5:03 you have your pipline open, column with Due Date has date as "5 July" I have tried to change mine to NOT spell out the full month and have the same format. I have had no success, changing under the language that the help section will guide you to. I tried AI, Chat support and no luck. Has this feature gone away? Support said they would use my case as a feedbat to the developers. Do you know how to change this? In my activities view my date spells out "September 9 10:00 AM" and I want a simple 9/9 10:00 AM
@minor-co
Ай бұрын
I don't think this is possible to change I'm afraid.
@Chris_Rowland
Ай бұрын
@@minor-co Interesting, Thanks for the reply, did yours change away from the number format "5 July" or you still have that view and I can not get it. Also, do you have an affiliate link or promo code you could share with me?
@lawsonp
5 ай бұрын
Which version of the software are you using in your demo? Thanks.
@minor-co
5 ай бұрын
There aren't really versions with Pipedrive. When you log in, you'll be using it up to date. This video was made a little while ago so what you're seeing in Pipedrive may be different than this video.
@VeeduVidz
10 ай бұрын
Can I create a flywheel with pipe drive
@minor-co
9 ай бұрын
What do you mean, 'flywheel'?
@DEGICOLLC
Жыл бұрын
what is the difference between a contact and lead? also after importing my leads many went to contacts why?
@minor-co
Жыл бұрын
A contact is just a person in the database. A lead is a separate object linked to a contact. You can use the lead to store your notes as you prospect and qualify the lead before you convert it into a deal. Likely you didn't include a 'Lead title' column in your import.
@ChadFoote-l8j
Жыл бұрын
Seems like I wouldn't want to use pipedrive if I am doing B2C as the organization feature is pointless and frustrating when you are not working B2B
@minor-co
Жыл бұрын
You don't have to create or use organisations. You could simply keep this blank if you want.
@lwenabarros5820
Жыл бұрын
How much do you charge for help setting up Pipedrive please? Thanks
@minor-co
Жыл бұрын
It depends on the level of support and project scope but feel free to book an intro call with me here to discuss: paulminors.com/consulting/pipedrive-consulting/
@MB-sl8pw
7 ай бұрын
So if i just sell to consumer customers the i cannot use pipedrive because of the company linking ?
@minor-co
7 ай бұрын
No. You don't have to link an organisation, you can simply leave this blank.
@lilianakunna1537
9 ай бұрын
completed
@minor-co
9 ай бұрын
👍
@cesarsitchon3521
Жыл бұрын
How would you rate the customer support experience?
@minor-co
Жыл бұрын
Like most tools: I've have good and bad experiences.
@NoorMuhammed-p1w
10 ай бұрын
how can I add checkbox field in Pipedrive forms ?
@minor-co
9 ай бұрын
You need to set up a multi-option data field first (in Company Settings), then you can add it in the form builder.
@redkittycurls
10 ай бұрын
You like it better than Hubspot?
@minor-co
9 ай бұрын
💯
@AhmetFedai-l1l
Жыл бұрын
Is there anyone know how to hide customer contact between different sales
@minor-co
Жыл бұрын
I'm not sure I understand?
@khaderalmalki7544
5 ай бұрын
I had a hard time because my English not very well,, I wished you set up subtitle 😢
@minor-co
5 ай бұрын
Thanks for the feedback.
@joannawroblewska6964
Жыл бұрын
Lots of Elon.. :)
@minor-co
Жыл бұрын
😂
@sdennis7911
7 ай бұрын
Don't give your CC to this Pipedrive. They are extremely predatory with billing! Stay Away!
@minor-co
7 ай бұрын
Sorry to hear you haven't had the best experience
@bobkelso5681
2 ай бұрын
Pipedrive is so slow these days. Each click makes me staring for minutes at these loading spinners while the page is loading.
@minor-co
2 ай бұрын
Weird, I haven't had any issues. Have you tried a different browser to check whether it's an isolated issue?
@jamescarter5964
3 ай бұрын
intro is way to long on this video. lots a fluff
@minor-co
3 ай бұрын
Thanks for the useful feedback. In this case, I did want to make sure people think about the role of a CRM in their business.
Пікірлер: 124