How to manage a sales team in Pipedrive
MinorCo MinorCo
39.7K subscribers
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 Published On Jun 27, 2024

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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