How to manage a sales team in Pipedrive
If you're a sales manager or business owner, you may want to use Pipedrive to manage and track the performance of your sales team. In this video, I share some tactics that I use to review my team's deals and provide feedback on how they can move a deal forward.
0:00 - Introduction
0:56 - Set up Teams
2:44 - User permissions
4:33 - Visibility options
6:31 - How I review deals
8:53 - Sharing feedback via notes
10:17 - Checking the next activity
11:26 - Sharing email templates
12:52 - Team reports and dashboard
14:18 - Outro
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Watch video How to manage a sales team in Pipedrive online without registration, duration hours minute second in high quality. This video was added by user MinorCo 27 June 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 1,120 once and liked it 21 people.