How to manage a sales team in Pipedrive
Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive
If you're a sales manager or business owner, you may want to use Pipedrive to manage and track the performance of your sales team. In this video, I share some tactics that I use to review my team's deals and provide feedback on how they can move a deal forward.
0:00 - Introduction
0:56 - Set up Teams
2:44 - User permissions
4:33 - Visibility options
6:31 - How I review deals
8:53 - Sharing feedback via notes
10:17 - Checking the next activity
11:26 - Sharing email templates
12:52 - Team reports and dashboard
14:18 - Outro
Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive
Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request...
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » 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