Pipedrive Tutorial for Beginners (Step by Step)
Pipedrive makes your sales process visual and trackable — and this tutorial walks you through the full setup from signup to your first live pipeline.
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In this video, George Vlasyev breaks down Pipedrive from scratch — covering account setup, pipeline customization, leads, deals, activity scheduling, probability settings, and the rotting days feature. We're looking at everything a beginner needs to get a CRM up and running on the free version without getting lost in the settings.
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🕒 Timestamps:
00:00 Introduction
01:24 Sign Up & Getting Started
04:33 Setup
04:53 Activities and Calendar
05:37 Customize Your Pipeline
07:47 Explore Pipedrive
08:20 Leads Inbox
08:45 Deal Page
09:25 Leads
10:10 Add a Lead
11:22 Sorting and Filtering Your Leads
12:31 Add a Deal
13:28 Schedule an Activity
14:55 Editing Your Pipeline
15:21 Setting Probability
16:38 Set Rotting Days
17:20 Closing & Next Steps
💡 About The Video:
Pipedrive is a CRM built around one core idea: a visual pipeline that shows you exactly where every deal stands at a glance. In this beginner tutorial, George Vlasyev walks through the full setup process — from signing up and configuring your account to customizing the default pipeline stages to match your actual sales process. One practical tip covered early: use past tense for stage names like "Contact Made" instead of "Contact" so there's no ambiguity about whether an action has actually been completed.
The leads and deals sections cover the difference between the two — leads are pre-qualified prospects held in a separate inbox before entering the pipeline, while deals are active sales opportunities tracked through your stages. The tutorial walks through adding both, linking them to contacts and organizations, and scheduling activities like calls and meetings directly from a deal card. The pipeline editing section covers two features worth understanding before going live: Stage and Deal Probability for sales forecasting, and Rotting Days, which visually flags deals that have had no activity for longer than your set threshold — a simple but effective way to stop opportunities from going cold.
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