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Insights
Keeping track of your progress is one of the most important parts of sales. The Pipedrive Insights feature will allow you to create custom reports so you know exactly what you have accomplished so far and what you’ll need to improve on in order to hit your targets. You’ll learn how to set up a dashboard, create new reports,set up goals and share your dashboard.
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Sugerencia
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Sugerido
Contact sync
1 min
Activities and calendar
3 mins
Calendar sync
1 min
Choose the best plan for you
5 mins
Deal forecast view
2 mins
Detail view
2 mins
Goals
3 mins
How your data is organized
4 mins
Import from a spreadsheet
3 mins
Invite your team and start selling
2 mins
Leads inbox
3 mins
Leads reporting
3 mins
List view
4 mins
Pipedrive's mobile app
9 mins
Pipeline view
4 mins
Revenue forecast report
2 mins
Sales Inbox
8 mins
Sync your tools with Pipedrive
2 mins
