Pipedrive Tutorial: How To Create a Buyers Filter for a Particular Listing
How to Create a Buyer Filter in Pipedrive CRM
👉 7 Best Sales CRM Software: https://youtu.be/sba5-RmIXh4
👉 11 Best Sales Automation Tools: https://youtu.be/9boMJGUNIEk
👉 13 Best AI Sales Software Tools: https://youtu.be/yLrMAaQMEgc
👉 Sales Software Playlist: https://www.youtube.com/playlist?list=PLB-r6rhsgUYDhxgw8n10yQe2Ws3KbIlZ4
In this video, we show you how to create a custom filter in Pipedrive to find all the buyers for a specific listing. Using the example of a "Furniture Factory" listing, you’ll learn how to filter buyers by deal title and send group emails to keep them updated.
Timestamps:
0:01 - Introduction: Creating a Filter for Buyers in Pipedrive
0:32 - Setting Filter Criteria: Deal Title and Pipeline
0:52 - Naming and Sharing the Filter for Team Visibility
1:42 - Identifying Lost Buyers in Red
1:51 - Selecting Buyers for Group Emails
1:58 - Sending Group Emails: Using Templates or Custom Messages
This tutorial helps you efficiently find and communicate with buyers for any listing in Pipedrive. Stay tuned for more tips on managing your sales pipeline in future videos!
Видео Pipedrive Tutorial: How To Create a Buyers Filter for a Particular Listing канала Business Solution
👉 7 Best Sales CRM Software: https://youtu.be/sba5-RmIXh4
👉 11 Best Sales Automation Tools: https://youtu.be/9boMJGUNIEk
👉 13 Best AI Sales Software Tools: https://youtu.be/yLrMAaQMEgc
👉 Sales Software Playlist: https://www.youtube.com/playlist?list=PLB-r6rhsgUYDhxgw8n10yQe2Ws3KbIlZ4
In this video, we show you how to create a custom filter in Pipedrive to find all the buyers for a specific listing. Using the example of a "Furniture Factory" listing, you’ll learn how to filter buyers by deal title and send group emails to keep them updated.
Timestamps:
0:01 - Introduction: Creating a Filter for Buyers in Pipedrive
0:32 - Setting Filter Criteria: Deal Title and Pipeline
0:52 - Naming and Sharing the Filter for Team Visibility
1:42 - Identifying Lost Buyers in Red
1:51 - Selecting Buyers for Group Emails
1:58 - Sending Group Emails: Using Templates or Custom Messages
This tutorial helps you efficiently find and communicate with buyers for any listing in Pipedrive. Stay tuned for more tips on managing your sales pipeline in future videos!
Видео Pipedrive Tutorial: How To Create a Buyers Filter for a Particular Listing канала Business Solution
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15 декабря 2024 г. 18:35:57
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