Pipedrive

How to do everything in Pipedrive — step by step

Pipedrive is a sales-focused CRM developed in Estonia and founded in 2010. Designed around a visual pipeline philosophy, it targets sales teams at small and mid-size businesses. Its automation features and advanced capabilities require a paid subscription.

How to automate lead profiling

How to block a day in my calendar

How to block time slots in my calendar

How to delete stages from my pipeline

How to search for a lead

How to create a calendar

How to create a chatbot

How to add more stages to my pipeline

How to create an automatic lead reminder

How to create a nurturing sequence

How to edit information in the knowledge base

How to edit my chatbot responses

How to delete information from the knowledge base

How to make a daily appointments report

How to make a weekly appointments report

How to create follow-up sequences

How to upload documents to the knowledge base

How to upload information to the knowledge base