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Projects tutorial
In this tutorial, you'll find out how to handle all of your projects efficiently from within your CRM and maximize your productivity with our Project management tool.
What you'll learn:
how to organize your projects
how to create new projects
how to track and manage your tasks
how to save time with project templates
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Contact sync
1 min
Activities and calendar
3 mins
Calendar sync
1 min
Choose the best plan for you
5 mins
Detail view
2 mins
Goals
3 mins
How your data is organized
4 mins
Import from a spreadsheet
3 mins
Insights
7 mins
Invite and manage users
2 mins
Leads inbox
3 mins
List view
4 mins
Pipedrive's mobile app
9 mins
Pipeline view
4 mins
Sales Inbox
8 mins
Sync your tools with Pipedrive
2 mins