About this event
You will learn:
- How data structure works in Pipedrive: what is a deal, contact person, organization, lead and activity
- Basic account customization: how to add and use custom fields, types of custom fields and its importance (for import, for reports, etc..) with practical example
- Basic pipeline customization: how to add a new pipeline, how to add or edit a new stage
Hosted by
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Team member
Bruna Pinheiro
Onboarding Training Specialist
Pipedrive is the first CRM platform made for salespeople, by salespeople.