Introduction to Pipedrive

Optimize your sales process and boost productivity with Pipedrive CRM.

Welcome to our Introduction to Pipedrive course, where you'll master effective sales management using Pipedrive's robust features. Throughout this course, you'll uncover the benefits of utilizing Pipedrive, including optimizing your sales pipeline and automating tasks to boost efficiency.

You'll begin by familiarizing yourself with signing up for Pipedrive and seamlessly integrating your email, facilitating smoother communication channels. Then, you'll delve into importing existing contacts and deals, ensuring a seamless transition for your team and enhancing organizational efficiency.

Once your data is organized within Pipedrive, you'll learn to enhance your sales process by setting up pipelines, adding new leads, and scheduling activities to maintain momentum.

Explore advanced features like email marketing integrations, calendar syncing, and Slack integration to refine your sales workflow and collaboration efforts further.

Lastly, leverage insights from your sales data to make informed decisions and implement automation to streamline repetitive tasks, ultimately saving time and increasing your team's productivity.

By the conclusion of this course, you should possess the knowledge and skills necessary to harness the full potential of Pipedrive, empowering you to close more deals and foster the growth of your business. Dive into our Introduction to Pipedrive course today and confidently revolutionize your sales strategy.

In the course, you will be able to:

  • Understand Pipedrive's advantages for sales management.
  • Manage team permissions for data security.
  • Master importing contacts and deals efficiently.
  • Sync contacts across platforms to avoid duplication.
  • Set up and customize your sales pipeline and add new leads.
  • Explore email marketing capabilities.
  • Enhance collaboration with Slack integration.
  • Utilize insights for data-driven decisions.
  • Create automation to save time and boost productivity.

Course Format

  • This is a video-led course. You can preview some videos below.

Course Certificate Included

This course includes an optional online quiz that will generate a course certificate upon completion.

14-Day Guarantee

We offer an unconditional, 14-day, full money-back guarantee, no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business 14+ years and taught over 1 million students in that time. We’ve created over 130 software training courses, 8,000+ video tutorials, and we’ve helped thousands of people across the world learn how to use Microsoft Office. We’ve now created Microsoft Excel courses for the last five versions and continue to help people get to grips with this essential tool.


Your Instructor


Simon Sez IT
Simon Sez IT
Simon Sez IT makes business and technical software simple to learn.

Our most important goal is to help learners build and strengthen your software skills. We focus on simplicity but explain things in the detail they deserve. Simon Sez IT subject matter experts bring passion, knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply your new knowledge and master your learning goals.

This is why more than a million learners have relied on Simon Sez IT since 2008.

Course Curriculum


  Section 1: Introduction
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  Section 2: Getting Started
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  Section 3: Importing Your Information
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  Section 4: Managing Deals
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  Section 5: Powerful Add-Ons
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  Section 6: Insights & Automation
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  Section 7: Course Close and Quiz
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 14 days and we will give you a full refund.
Can I try a course I'm interested in before I purchase a course or membership?
Absolutely. The first set of videos for each course is free. Our thinking is that this allows you to hear the teacher's voice and see the visuals. To watch a free video, just click onto the course of interest. Then click the video lesson that has the “Preview" button.
What if I have questions or problems while I'm watching my tutorial?
Should you have any problems using the system, we offer free technical support to customers. Just send an email to [email protected] and we will respond promptly.
Can I get my money back if I'm not satisfied?
We offer an unconditional 14-day full money back guarantee – with no questions asked. As a result, you can rest assured that you can make your purchase in complete confidence. Our motto is “If you don't learn, you don't pay." Thanks to our 14 days risk-free offer, you can test-drive a course and make sure it's what you had in mind. We are committed to your total satisfaction!
If I register for a monthly or annual membership, will my credit card get charged automatically at the end of each pay period?
If you sign up for a monthly or annual membership, your subscription will renew automatically. Customers are welcome to cancel their recurring subscription at any time.
Will your videos work with Mac computers?
All of our courses are compatible with both Windows (PC) and Mac computers.
Will your videos work with iPhone, iPads, and Android devices?
All of our courses are compatible with iPhones and iPads and most Android devices. If you are looking to confirm that it works for you, feel free to view the free preview videos offered for each course.
Can I view your online training from any computer?
Any computer or mobile device with an Internet connection can be used for our online training courses.
Do you offer any online quizzes or testing tools?
Yes. The course tests can be used as testing tools or to earn a Certificate of Completion for a given course. The Certificate of Completion can be earned with a passing grade of 70%.
Do you offer Certificates of Completion?
Certificates of Completion are automatically generated when you complete a course, and the Test Certificates are offered as part of the online test/quiz, which accompanies the course. You will need a passing grade of 70% in order to receive a Certificate. The quizzes are based solely on course content.
Do you offer discounts for non-profits or educational institutions?
Yes, we offer 20% off discounts to non-profit, educational, and government agencies. Contact [email protected] for more information.
Where is Simon Sez IT located?
Simon Sez IT is located in sunny Florida, USA.
How long have you been in business?
We started our company in 2008 with our first course for Excel 2007. Since that time, our company has published over 180 courses. Our training is used in over 180 countries worldwide.
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