Onboarding on Pipedrive

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Next

Tell us about yourself

Set roles

Tools

Onboarding question

Tell us about your business

Company details

Company details

Invite your teammates

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Welcome video

Dashboard

Action menu

Dashboard

Add deal

Contacts added

Organizations

Set status

Status updated

Created

Add to schedule

Set schedule

Select start date

Set time

Add note

Set status

Note added

Saved

Projects

Manage

Accessibility settings

Set permissions

Set visibility

Leads

Guide modal

Import data

Upload file

Guide modal

Import data

Import data

Importing details

Import complete

Leads

Deals

Deal details