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 š«µ come in.
Every contact, lead and deal includes data fields. Some are required ā these keep your records complete. Others are optional but important ā 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.
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.
A feature education onboarding email designed to drive adoption of Pipedrive's custom data fields among new trial users.
What makes this email effective for onboarding?
It combines soft guidance with a clear CTA to introduce a specific feature that addresses a core workflow challenge, avoiding information overload.
Who is the intended audience?
B2B SaaS trial users new to Pipedrive who need to understand how to organize and maintain consistency in their CRM data.
Can this email template be adapted for other features?
Yes, the structure of soft guidance plus clear CTA could work for introducing other foundational features to trial users, though the content would need adjustment.
