Setting up your Pipedrive account is simple! Follow these easy steps to get started quickly:

Step 1: Create Your Account

• Go to Pipedrive’s website and click on “Try it Free.”
• Enter your email address and create a password.
• Follow the prompts to finish creating your account.

Step 2: Add Company Information

• Once logged in, click on your profile icon (top right corner).
• Select “Company settings.”
• Fill in your company’s details such as name, address, phone number, and logo.
• Click “Save.”

Step 3: Add Users to Your Account

• Still in “Company settings,” click on the “Users” tab.
• Click “Add user.”
• Enter your team member’s email, choose their access level, and send an invitation.

Step 4: Set Up Your Sales Pipeline

• Click on the “Deals” tab in the top menu.
• Click “Pipeline settings.”
• Customize the pipeline stages to match your sales process by renaming, adding, or deleting stages.
• Click “Save.”

Step 5: Import Your Contacts

• Go to the “Contacts” tab.
• Click on the three dots (…) next to “Add person” or “Add organization.”
• Select “Import data.”
• Upload your contact list (CSV or Excel file) and follow the prompts to finish importing.

Step 6: Connect Your Email

• Click on your profile icon and select “Personal preferences.”
• Select “Email sync.”
• Choose your email provider and follow the instructions to connect your email.

Step 7: Integrate Other Tools

• Navigate to “Tools and integrations” from the main menu.
• Browse available integrations such as calendars, marketing tools, and more.
• Click “Install” on the ones you need and follow the easy setup instructions.

That’s it! You’re ready to start managing your sales effectively with Pipedrive.