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Matt + Pipedrive = Success 📈

Hi 👋 Matt,

It's great to have you on board! You're now officially set up with the Premium plan.

Throughout your trial, we're going to be here to help you navigate the platform with confidence 💪, manage your incoming leads 📨 and move those all-important deals 🤝 through your sales pipeline.

Let's start your key setup tasks with adding a deal. Deals are potential sales or revenue-generating activities linked to specific contacts.

Add a deal

So, how do contacts and leads fit in?

Leads are potential opportunities that've shown interest in your services.

Add a lead↗

Contacts are made up of details such as the name, email and phone number of individuals and organizations that you interact with.

Add a contact↗

In short, everything in Pipedrive is connected 🪡 – contacts become leads, leads turn into deals and deals progress through your pipeline, giving you full visibility and control over your sales process.

All the best,
The team at Pipedrive