Inviting people on Pipedrive

You can invite your team on Pipedrive to handle the online transactions and deal in the CRM.

Sign-up flow on Pipedrive

sign up flow on pipedrive

Signing up on Pipedrive is supported by a 14 day free trial of the CRM service.

Adding a deal on Pipedrive

The ongoing deal can be tracked in Pipedrive which can be processed through stages until it is either WON or LOST.

Adding contacts on Pipedrive

You can add and edit the customer’s scheduled activities, email, phone number in a contact’s detailed view.

Creating an activity on Pipedrive

A user can schedule an activity to be performed to convert the leads. There are multiple options to select the action from like, a phone call, email, lunch meeting, etc.

Accepting an invite on Pipedrive

A person can join Pipedrive by using an invitation to join and collaborate on Pipedrive’s CRM.

Sending a record on Airtable

Users can send a record to collaborators, organization workers, etc. This makes it easier to share a particular record without sharing the whole workspace.

Adding comments on Airtable

A collaborator can add comments on any records for better communication among the organization.

Upgrading plan on Airtable

Users can switch to “Pro” and “Plus” plans to manage workflows and important processes.

Importing CSV file in Airtable

Users can add new records to an existing table in their base, and merge data with existing records directly from a CSV file.