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Pipedrive is my main 'source of truth'. Meaning it's where I keep all my contacts; not just clients but everyone in my network. When using Pipedrive this way, it's important to use labels, custom fields and notes correctly to make your contacts easy to filter and search for later. In this video, I show you a few of the ways you can better organise your contacts so that they're easier to find later. Timestamps: 00:00 - Intro: How to make Pipedrive contacts more 'searchable' 01:15 - Using 'Labels' 02:40 - Grouping people using 'Custom fields' 03:43 - Search for contacts with a filter 04:25 - Adding keywords in the Notes field Want to become a Pipedrive Master? Sign up to my Pipedrive course + group coaching program and take Pipedrive to the next level: http://paulm.in/2FksCBy Sign up to Pipedrive using my partner link and get an extended trial: https://paulm.in/2pb0RAY Existing users can contact me to get a promo code: https://paulm.in/2D93Wbs Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better: https://paulm.in/31vIzve Need help with Pipedrive? Book a 30-minute introductory call with me here to learn more about how I can improve your teams use of Pipedrive, automate your sales process and maximise your sales productivity: http://paulm.in/2FksCBy
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