Set up your sales pipeline
Posted: Mon Feb 17, 2025 10:12 am
How to use Pipedrive
Here's a simple guide to getting started with Pipedrive:
1) Sign up for an account
To use Pipedrive, you need to create an account. You can do this on the official Pipedrive website . After registering, you will receive a confirmation email to activate your account.
2)
After activating your account, the next step is to set up your sales pipeline, where you define nigeria phone number data the different stages of your sales process. Follow these steps:
Click on the "Deals" tab.
Click on the "Pipeline" tab.
Add and customize stages according to your sales workflow (e.g. Lead Acquisition → Contact Establishment → Send Quote → Negotiation → Won/Lost).
3) Adding tasks and appointments
To avoid missing important tasks and meetings:
Click on the "Projects" tab.
Click the "Add Task" button to create a new task. Fill in the task details such as the title, due date, and assigned person.
For meetings, click the “Calendar” tab, then click the “+ Activity” button. Enter the meeting or event details.
4) Tracking your progress
Monitoring progress is key to continuous improvement:
Here's a simple guide to getting started with Pipedrive:
1) Sign up for an account
To use Pipedrive, you need to create an account. You can do this on the official Pipedrive website . After registering, you will receive a confirmation email to activate your account.
2)
After activating your account, the next step is to set up your sales pipeline, where you define nigeria phone number data the different stages of your sales process. Follow these steps:
Click on the "Deals" tab.
Click on the "Pipeline" tab.
Add and customize stages according to your sales workflow (e.g. Lead Acquisition → Contact Establishment → Send Quote → Negotiation → Won/Lost).
3) Adding tasks and appointments
To avoid missing important tasks and meetings:
Click on the "Projects" tab.
Click the "Add Task" button to create a new task. Fill in the task details such as the title, due date, and assigned person.
For meetings, click the “Calendar” tab, then click the “+ Activity” button. Enter the meeting or event details.
4) Tracking your progress
Monitoring progress is key to continuous improvement: