Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
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How it works
Here is a step-by-step guide on how to create a new pipeline in Pipedrive:
1. First, open the Pipeline dropdown menu in the top toolbar and click on the "Deals" button
2. Then click on the "Pipeline" option from the dropdown menu
3. Now click on "+ New Pipeline" field
4. A new page of the new pipeline will appear
5. Then click on the "+" button next to "Demo Scheduled"
6. Next, click on the "Save changes" button in the top right corner
7. The pipeline setup is confirmed and shows "New pipeline" in the dropdown.
Why should you use this feature?
Pipedrive is a user-friendly CRM tool designed to streamline sales processes and enhance productivity.
Creating a new pipeline in Pipedrive offers the flexibility to tailor your sales workflow to match your unique business strategies. This feature empowers teams to visualize each stage of their sales processes, ensuring that no opportunity slips through the cracks.
By using this feature, sales teams can prioritize tasks, improve efficiency, and ultimately boost revenue. The clarity and structure provided by a customized pipeline pave the way for informed decision-making and strategic adjustments.
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