Pipedrive - The Lead Inbox Tutorial and New Features | Email Automation | How Lead Inbox works
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pipedrive - The Lead Inbox tutorial. A sales CRM that comes with a mobile application.
Login to the dashboard and select from the sections on the left sidebar. the section where users can add the leads manually by choosing adds a lead tab. Put contact person details and other customer details like phone number and email and save then a lead is created. We have created a test lead. One can view customer-related information like the customer name, email, customer’s phone number, and name organisation-related details. So once the customer is called, the user can put the details such as notes, and plan an activity in the activity section.
In the email section, one can do a two-way sync between the email and the pipe drive. One can create email templates in pipe drive and can insert Fields.
There is a proposed time called a pipe drive Meeting Scheduler. This scheduler enables you to plan your meetings with the customers.
Below there are a number of other options like an email tracking tool and a link tracking tool. Also, one can put their signatures by clicking the signature icon and can attach files to your emails.
When one sends emails through a pipe drive, the customers can be tracked easily.
pipe drive enables one to do so many activities with your customers like putting notes, planning activities, and sending emails.
So once the customer shows interest in your product, one can convert that lead into a deal. By clicking over the bar Convert to Deal, your lead will be converted to a deal and it'll be moved to the deal section.
Here in the deal section, one can have two views. The Kanban view of the deal, and a list view of the deal. In the Kanban view, one can do a drag and drop and move the deals to the next stages.
One can also edit the Stages name and can add new pipelines. In a pipe drive, one can create unlimited pipelines.
One can open the deal and can do more things in the deal card such as putting the expected order value, and can add the company products. One can also move their deals to the won and lost bin from the given options inside a deal.
To see all other details drag the sidebar below and view the default fields, and customer details. One can also see the custom fields on the left-hand side which you can create in pipedrive.
With a pipe drive, one can put notes, plan activities, send emails to the customers, and can put file related to the customers.
The next feature is the smart document feature for your document management, and one can also install third-party invoicing Software like Quickbooks with pipe drive. So this is how the deals are managed in the pipeline section. assistant.
The top feature, one has is the Sales Assistant, whenever the user is assigned leads and deals in pipe drive, this gets notified. The sales assistant also gets notified about the emails and the link opens.
🔑Key Features:-
✅ Automation
✅ CRM
✅ Customization
✅ Email and communications
✅ Insights and reports
✅ Integrations
✅ Leads
✅ Privacy
✅ Processes, pipeline and activities
#pipedrive #emailautomation #pipedrivenewfeatures #inboxtutorial #benifitsofpipedrive #pipedrivebenifits #newfeatures #crmfeatures #workflowautomation
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