so hello everyone and welcome back to the keep productive youtube channel today we're diving into
how to manage deals inside of pipedrive now if you haven't checked out our other video on pipedrive
overviewing how to manage deals you can check that out in the link in description
this video is sponsored by pipedrive and a big thank you to their team for supporting keep
productive now as you can see here this is what it looks like inside of a deal inside a pipe drive
and whilst we showed you a few experiences in the last one we're gonna build this from
scratch just to demonstrate what you can do inside of a deal and what it means to manage
a sales crm and actually build a relationship with somebody so as you can see here this is
the bookshop deal that i started with with john appleseed who's part of bookshop inc now one of
the first things you can do is actually build a bit more information on each person and this
actually helps a lot of the core experiences with activities emails invoices and documents and more
so in order to edit that field you can go in and start interacting for this example you can see
that for example you can label them as warm lead and even give them mobile phone numbers and email
addresses so here's something i'm going to add in a number and press save all so as you can see here
the participants can be added with more people so in this case you could actually add more people
who are part of your sales process or more people that actually are involved in the deal
that might become helpful later now we said that john was part of the bookshop inks organization
well you can go down here and actually add a bit more context in this case you can actually
give the actual organization a name if a person isn't specifically useful for example if lots of
people that change on a routine basis who aren't part of the deal might be involved in the process
you can also add an address as well which is helpful for you and your team
to be able to get direction information especially when you're using the mobile versions
and opening it up on the go so as you can see here this is really where all the magic happens because
this is where you can start building out information and it's not only helpful for you but
it's also helpful for your team to be able to keep an idea of how the process is actually going now
one of the first things you can do is start taking notes now notes can be really helpful but they
also can help add context for other people in the process for example if you work in a sales team
and you for example want to pass over to somebody else then notes activity logging anything that you
do is helpful for the other person to be able to get context and help the other person on the
other end of the line know what's going on with the relationship between you and their company
so notes are helpful for that i'll show you a little bit near the end how you can change person
or for example ownership of a specific deal so one thing that i really like inside of the notes
and something that i used quite regularly is the image function and this was particularly helpful
for example if we had been to an event and i wanted to take a picture of a business card
well you can link it in the image and save it inside of your notes and you can use notes like
any other sort of quick note taker with some of the bullet points and ordered list as well here
you can save it and as you can imagine it becomes part of the activity list so as you can see
here i've actually been able to add a note and as you can see it comes sort of like a post-it
note in the thread now if you're collaborating with others inside of your team on a deal you can
actually add a comment and be able to interact with them here now if you want to you can cut
through some of the noise and actually just go to straight to certain types of media as well
now logging activities is quite a helpful function especially when you're trying to give a
best picture for other people you're working with and for yourself of when the last interaction was
you can add anything from a meeting to a task all the way to a deadline and anything like emails as
well and you can actually link up email too and actually start building a relationship
and activity log of what actually happened you can actually mark as done as well down here
now one of the big now you can see here that i have some logged activity down here and i'm going
to go into edit to show you what that looked like so it says here on the 8th of january
i actually have a half an hour appointment with this person and one of the functions that might
be helpful for example for those folks who are doing more video based stuff is actually adding
a video call and you can integrate zoom microsoft teams and google meet inside of this application
which is perfect for saving yourself time and inviting specific guests via email so they'll be
able to get all the information they need to know about the conversation now as i said up here i
would show you how to transfer ownership and it's really simple you go over to transfer ownership
and you choose whatever and you choose what other team member you want to have associated
with the deal and it's very simple and they'll be able to get it inside of their pipedrive account
so for example if the sale went a little bit sideways or for example it decided not
to progress you can actually convert it to a lead right here or export it in an xls format
so one of the great things that you can do inside of your pipedrive account is actually schedule
activity and for example you can schedule a task or a call or even a deadline as well
and that's all really helpful for being able to keep track of what you need to do
in the future of this process once you hit save you can see planned activity here and that will
appear in your timeline and you can actually mark it as done if you manage to get it done too
over here you can actually change the expected finish and closure date of the timeline and once
you do that it naturally will update based on how the deal progress is being made so that's
a little bit more about how to manage a deal inside of pipedrive there are some really useful
functions especially the proposed times which we'll cover in the next feature about helping
you pick the perfect time for a meeting with a client so hopefully this was helpful please
do let me know if you have any questions and i'll talk to you all very soon cheerio
you