Tips for Pipedrive Setup

Want to set up your CRM without missing any critical steps?

Many of Pipedrive’s users don’t take the time to configure this correctly. They miss some of the most important things and at the same time worry about trivial things that hardly matter.

Most of these mistakes can be avoided. I’ve compiled a few useful tips that will help you get more out of your Pipedrive setup.

Learn what you must do BEFORE you start using Pipedrive to effectively set up your sales processes. This will save you time and reduce errors. More importantly, it will set your sales operations up for success.

Grab this checklist to set up your CRM the right way.