Getting started with Pipedrive Projects

Рет қаралды 7,208

Күн бұрын

In this video, I share how to use Projects in Pipedrive to manage the post-sale fulfilment or delivery of your product/service. by signing up to Projects in Pipedrive you can keep your team in one system rather than having to switch between multiple tools and worry about integrations.
0:00 - Intro
0:29 - Pipedrive Projects vs. Other tools
2:32 - Project Pricing
3:24 - Project Boards
4:47 - Project Templates
9:00 - Setting up your Project
16:27 - Automating Projects
19:08 - Outro
Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » minorco.com/pipedrive
Sign up to Pipedrive using my partner link and get an extended trial: minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: minorco.com/consulting/pipedr...
Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » minorco.com/pipedrive
Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » minorco.com/newsletter

Пікірлер: 42

@JTBDiego 2 ай бұрын

Thank you, Paul! Appreciate you time stamping the video too. That saved me time.

@minor-co 2 ай бұрын

Thanks, glad this was useful.

@apostolis_23 Жыл бұрын

Great video as always mate!! Thank you!

@minor-co Жыл бұрын

Thanks, glad it was useful 👍

@erinpompa 3 ай бұрын

You Rock! You have taught me pipedrive in a day. Still more to learn, but I am good to start. Thank you

@minor-co 3 ай бұрын

Thanks, glad I could help! 😀

@AY-ln1mk Жыл бұрын

great video as always!

@minor-co Жыл бұрын

Thanks 😀

@ging524 Жыл бұрын

Great video thank you for sharing

@minor-co Жыл бұрын

Thanks!

@medo2912199 6 ай бұрын

so so good!!! thank you

@minor-co 6 ай бұрын

You're welcome 😀

@tmavoip2444 Жыл бұрын

Great video overview of a great new feature. We currently have an automation set up with (5) tasks we need to complete once a Deal is Won. Would Projects be a better method of ensuring that all steps for processing our orders get done? Thank you.

@minor-co Жыл бұрын

Thanks Thomas. Maybe but if it's only a few tasks, you could just create these as activities on the completed deal. Projects would be better if there's a lot more to do on the fulfilment side after the deal is won.

@NasYo247 3 ай бұрын

great video. what alternative would you recommend to not being able to set different statuses for a given task?

@minor-co 3 ай бұрын

Thanks! There is a new grouping feature which you could use to assign status to a task.

@carolynmatthies3114 Жыл бұрын

Very helpful and exciting at the same time :) I'm working with a client on streamlining their overall tech stack. I'm at the point that I need to determine Pipedrive Project and/or Trello. I'm happy to set-up some calls with you but what info should I gather in advance to maximize our time together?

@minor-co Жыл бұрын

Hi Carolyn, would you be able to email me so we can discuss further: paul@paulminors.com

@BethBailey-mu2mu 2 ай бұрын

hi, is there a way to tie activities/tasks to a go-live date instead of the start or end date? Or can the end date = the go live date, with additional activities after the end date? Or can the start date = the go live date with activities -1 day, -5 days based on start date?

@minor-co 2 ай бұрын

Yes, you can make the go live date the start date and then base all tasks dates off of this.

@georgemareni5093 Жыл бұрын

Hi Paul, Are you available to do an overview on pipedrive with myself and one of my colleagues? Looking to utilize this CRM in an upcoming endeavor. Thank You. George

@minor-co Жыл бұрын

Hi George, of course. You can book an intro call with me here: paulminors.com/consulting/pipedrive-consulting/

@thegamescout 5 ай бұрын

Can you send tasks from projects to other platforms to remind people; teams, slack, etc?

@minor-co 4 ай бұрын

Yes, you could do this using Pipedrive's workflow automation feature or Zapier

@thegamescout 4 ай бұрын

Hi Paul, I am using an automation to create a project from a template when I create a certain activity. The issue I am having through is that the activities in the project are linked to the organisation, and do not show up in the linked deal timeline/to-do-list. It's almost like they are linked the project - when I change them so they are linked to the deal manually, they disappear from the project to-do-list and show up in the deal timeline. Any idea how to fix this?

@thegamescout 4 ай бұрын

Essentially, I want it so that if I create an activity in my project, it shows up on the deal page. At the moment it's showing up on the project page and organisation page, but not the deal page.

@minor-co 4 ай бұрын

I'm afraid this is the expected behaviour. If you add an activity in the project, it shows up in the project. If you want an activity to show on the deal, create it in the deal instead. An activity can only be linked to one or the other but not both

@ericbrodeur 5 ай бұрын

Thanks for posting this, however you didn't discuss the Group feature. What about task Priority and Status? How about per-task Labels?

@minor-co 5 ай бұрын

Apologies. You can add Priority labels to activities in a project (but not tasks). I'm afraid there are no per task labels at this time.

@rocklinjohn 9 ай бұрын

I'm excited to discover Projects after almost subscribing to another app. I'm old. I need Ganttt timelines so that I van view projects in conjunction with agricultural phases (planting, harvesting, etc.). Any plans for this addition?

@minor-co 9 ай бұрын

I'm not sure if this is going to be implemented sorry

@Diplooo 10 ай бұрын

Great video! So what happen if i stop paying the Project AdOn monthly fee?

@minor-co 10 ай бұрын

If you stop paying for the add on, you will no longer be able to use Projects but you can still use the main CRM.

@Diplooo 10 ай бұрын

@@minor-co Then what happens with my projects in the pipeline ?

@minor-co 10 ай бұрын

They will remain but you won't have access to them.

@Diplooo 10 ай бұрын

@@minor-co Got it. Thank you 🙏🏾

@chrismartell6135 10 ай бұрын

whats the benefit of making a 'deal' a 'project'? With a deal you can still add task automations based on the pipeline stage so I don't get what the point is?

@minor-co 10 ай бұрын

A project is used after the sale. So once you've got a contact signed or you've been paid, you'll mark the deal as won. Then you can use a project to manage the operational side of your business i.e. delivering your product or service.

@chrismartell6135 10 ай бұрын

@@minor-co thanks for replying 👍 I don’t get why you’d pay more for this ‘feature’ though for the reasons I mentioned above. Eg just mark ‘deal’ as won > automatic generation of tasks (like with projects) Am I missing something?

@minor-co 10 ай бұрын

True. But some people like to manage the project on a separate project board and progress the project through phases. It's also a different UX and you can create big checklists of tasks to complete.

@user-qi1ni8fq2s Жыл бұрын

Hi Paul, my boss asking me to create a classification for 2 groups (AWS and Microsoft). May I ask for your help.Because I have to send two different email on both AWS and Microsoft Looking forward for your response. Thank you!

@minor-co Жыл бұрын

Sorry, I'm not entirely sure what you're asking. Can you please reach out to me here so we can chat: paulminors.com/contact/