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