Common Pipedrive mistakes to avoid
16.8 هزار بار بازدید -
2 سال پیش
-
If you don't use Pipedrive
If you don't use Pipedrive properly, you can miss out on a lot of the value that Pipedrive offers. With that in mind, here are some of the common mistakes I see people make with Pipedrive:
1. Using the Won/Lost buttons correctly: Won » If you don't win them, reports are useless. Lost » If you don't lose them, your pipeline gets full of mess.
2. Don't accidentally create duplicates.
3. Make sure each deal has an activity reminding you what to do next. Each day, work from your Activities page to drive your follow up.
4. Disable free form entry of lost reasons.
5. If using two-way calendar sync, make sure you check off your appointments.
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive
Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedr...
Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive
Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter
1. Using the Won/Lost buttons correctly: Won » If you don't win them, reports are useless. Lost » If you don't lose them, your pipeline gets full of mess.
2. Don't accidentally create duplicates.
3. Make sure each deal has an activity reminding you what to do next. Each day, work from your Activities page to drive your follow up.
4. Disable free form entry of lost reasons.
5. If using two-way calendar sync, make sure you check off your appointments.
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive
Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedr...
Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive
Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter
2 سال پیش
در تاریخ 1401/01/11 منتشر شده
است.
16,825
بـار بازدید شده