Pipedrive
Connect Pipedrive with Sharkdom to manage your deals and keep your partner pipeline organized.
Guide to Using Pipedrive at Sharkdom
Accessing Pipedrive
Log in: 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 Settings and configuring the integration with Pipedrive.
Managing Deals
Creating Deals
Go to the "Deals" tab.
Click "Add Deal" and fill in the details.
Customizing Your Pipeline
Personalize deal stages to fit Sharkdom's 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 support@sharkdom.com for assistance. Remember to ensure that all requested permissions are accepted during the setup process.
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