Pipedrive

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Guide to Using Pipedrive at Sharkdom

Accessing Pipedrive

1. Login: Visit the Pipedrive website and log in using your Sharkdom credentials.

2. Navigation: Familiarize yourself with the dashboard and navigation menu.

Integrating Pipedrive

• Integration: Ensure your Pipedrive account is set up as specified. Refer to your Pipedrive admin access instructions.

• Connect Pipedrive by going to the settings and configuring the integration with Pipedrive.

Managing Deals

1. Creating Deals:

   • Go to the 'Deals' tab.

   • Click on 'Add Deal' and fill in the details.

   Customizing Your Pipeline

   • Personalize deal stages to fit Sharkdom processes.

   • Adjust pipeline settings in the 'Settings' menu under 'Pipeline Management'.

   Reporting

   • Access reporting tools via the 'Insights' tab.

   • Generate custom reports to analyze sales performance.

   Support

   If you encounter any issues, reach out to [email protected] for assistance. Remember to ensure all requested permissions are accepted during the setup process.