Navigating Pipedrive: An Introduction

Pipedrive serves as the central CRM platform for managing client interactions and tracking deals, projects, and activities across various teams within the company, such as sales, legal, and operations. This document provides a step-by-step overview of how to effectively navigate and utilize Pipedrive to enhance productivity and streamline operations.

Step 1

Begin by understanding that Pipedrive is our company's CRM tool, crucial for tracking client interactions. It displays deals, projects, and activities that need to be addressed. This platform is widely used throughout the organization.

Step 2

The Pipedrive platform is utilized by sales, legal, and operations teams. Upon logging in, the activities page is the first interface presented. It displays tasks for the day, along with overdue or upcoming tasks that require attention.

Step 3

Checking the activities page should be your first task each morning. The dollar sign icon represents deals. When a client has a consultation via Calendly, they automatically become a deal in Pipedrive, progressing through the pipeline accordingly.

Step 4

After consultations, a CCL is sent to explain available options. Following that, a contract is dispatched. If the client chooses to continue with us and signs the contract, they proceed to the projects pipeline.

Step 5

The projects pipeline comprises multiple phases.

Step 6

These phases include kickoff, requirements, analysis, preparation, submission, and completion. Each phase encompasses specific activities for caseworkers and paralegals. Accurately marking completed tasks is essential for the automation process. Additionally, contacts within Pipedrive can include clients and staff.

Step 7

The platform enables the discovery of various individuals. Utilize the Pipedrive search bar as a powerful tool to locate deals, people, or projects efficiently.

Step 8

This concludes the basic overview of Pipedrive. Thank you for your attention.