Lesson 1 – Introduction to Pipedrive & Setup
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Overview of Pipedrive and its purpose as a sales-focused CRM.
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Key workflow elements: Deals, Contacts, Pipeline Stages, Activities.
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Setting up your Pipedrive account and company profile.
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Adding users and assigning permissions.
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Video tutorial and practical setup exercise.
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True/False quiz to assess understanding.
Lesson 2 – Understanding the Pipedrive Workflow
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Navigating the pipeline view and understanding its visual layout.
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Adding, updating, and moving deals between stages.
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Scheduling and linking activities to deals and contacts.
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Using filters and the search bar for efficient data management.
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Video demonstration and hands-on activity.
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True/False quiz to test comprehension.
Lesson 3 – Building the Perfect 5-Step Sales Pipeline
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Importance of a structured sales pipeline for efficiency and forecasting.
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The 5-Step Pipeline Model: Lead In, Qualified, Proposal Sent, Negotiation, Won/Lost.
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Customising pipeline stages to match your sales process.
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Assigning probabilities to improve forecasting accuracy.
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Best practices for pipeline management and automation.
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Video tutorial and pipeline customisation exercise.
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True/False quiz to confirm learning.
Lesson 4 – Reporting, Insights, and Forecasting
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Importance of reporting and analytics in sales management.
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Navigating the Insights dashboard for performance tracking.
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Creating deal and activity reports.
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Filtering, exporting, and sharing reports.
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Using weighted probabilities for accurate forecasting.
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Video tutorial and forecasting activity.
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True/False quiz to consolidate knowledge.
Course Features
- Lectures 4
- Quizzes 4
- Duration 1 week
- Skill level Beginner
- Language English
- Students 33
- Certificate No
- Assessments Yes
- 4 Sections
- 4 Lessons
- 1 Week
- Introduction to Pipedrive & Setup2
- Understanding the Pipedrive Workflow2
- Building the Perfect 5-Step Sales Pipeline2
- Reporting, Insights, and Forecasting2
Features
- Structured modules guiding you from the basics of account setup to advanced CRM functions.
- Hands-on activities in each lesson to help you apply new skills directly within Pipedrive.
- Topics include pipeline management, deal tracking, activity scheduling, reporting, forecasting, and automation.
- Curated training videos for visual demonstrations of key Pipedrive features and workflows
- True/False and scenario-based questions to reinforce understanding and track progress.
- Ready-to-use pipeline structures, activity templates, and report layouts for immediate
Target audiences
- Sales Teams & Managers Looking to streamline their sales processes, improve conversion rates, and gain better visibility into performance metrics.
- Business Owners & Entrepreneurs Seeking an efficient way to manage leads, track customer interactions, and forecast revenue for growth planning.
- CRM Administrators Responsible for setting up, customising, and maintaining Pipedrive to fit their organisation’s workflow.
- Customer Success & Account Managers Wanting to strengthen client relationships through organised communication and proactive follow-ups.
- Start-ups & SMEs In need of a simple yet powerful CRM system to manage sales without unnecessary complexity or high costs.
- Enterprise Development Practitioners Supporting SMMEs in adopting technology to improve operational efficiency and client management.
