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Data's all about the details! šŸ”Ž

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Onboarding email introducing custom data fields to organize CRM workflow. Pipedrive educates new trial users on keeping contact and deal records consistent while driving feature adoption with a clear CTA. Audience: B2B SaaS trial users. Tactics: soft guidance, feature education, call-to-action button.

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#none#single_button#learn_more#onboarding#saas#single_column#light#en#us#warm

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Pipedrive
Let's have a field day

Hi Matt,

You got off to a great start – contacts are flowing in 🌊, leads are lined up, deals are forming, and your pipeline is ready to roll.

Add custom fields

With Pipedrive, you can bring everything together in one place. But making sure that your data stays consistent, reliable and relevant? That's where you 🫵 come in.

Every contact, lead and deal includes data fields. Some are required – these keep your records complete. Others are optional but important – filling them in gives you and your team the extra context you need to make smart, confident decisions.

By adding custom fields, you can ensure that you and your team are consistently adding the details that matter most to your sales process.

Makes sense? Let's get things organized!

If you're ever unsure about something, our Knowledge Base is a great place to explore and find helpful guidance.

All the best,
The team at Pipedrive

How Pipedrive helped Inkwell and The Pitch triple revenue

As the company has kept growing, so has the need for increased efficiency and better deal visibility. Pipedrive has provided them with both and much more besides.

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