Pipedrive
Understand the sales work
Find deals and customer context
Read leads, deals, people, organisations, products, and associated records for a sales brief.
Review pipeline and activity
Gather pipeline stages, notes, activities, goals, and available reporting context around the next step.
Keep the follow-through current
Maintain records and deal progress
Create and update CRM records, convert leads and deals, and maintain products or deal participants.
Capture activities and supporting material
Add follow-up activities, notes, tasks, files, and call logs for the next teammate.
Carry work into projects
Create projects and maintain their related tasks and operational details after the sales handoff.