01 Pipedrive | Managing customers + projects | basics
Try Pipedrive yourself: https://www.pipedrive.com/taf/CVB21W
How to stand out from the crowd with high-quality voice recordings: https://glenschaele.com/vocheatsheet/ (free cheat sheet)
00:00 - Intro
04:27 - First impression
05:05 - Creating a contact
05:40 - Adding notes to the deal
07:06 - Adding the deadline
07:30 - Follow-up / Activity
09:30 - Moving the deal to Kanban
10:53 - Planning the acquisition
12:26 - Saving scripts/files
12:50 - Outro
Website: https://www.glenschaele.com
Instagram: www.instagram.com/glen_schaele