How to Save time with Pipedrive

Join our webinar to learn how Pipedrive can save you time with your sales process. Our experts will give you a rundown of Pipedrive’s email sync, Automations and Smart Docs features.

The email sync portion will explain how to: 

• Create a template, set up email sync and send your first email

For Automations, we’ll explain how to set up important reminders and cut down on manual work, as well as show you how to:

• Send automated emails using the templates you’ve already created 
• Create a workflow to add follow-up calls, meetings and more 

Finally, we’ll look at Smart Docs, including creating documents and requesting signatures. You’ll also learn how to: 

• Create a proposal and make use of all the tools available – including auto-populated fields you can use to retrieve deal data 
• Request signatures and how this looks from both sides – sender and receiver