Skip to content
Move stages where possible from emails ⏪ All emails have a deal, person and org assigned in this format: (Org Value) - Person Name - Product ⏪ Products requested will be added as notes to the deal where possible⏪ Order StatusPending > Awaiting Design ApprovalPending (Paid) > Awaiting Design ApprovalPayment Accepted > Awaiting Design ApprovalCanceled > Manually Edit >LOSTPending > Awaiting Design ApprovalOrder started (Paid) > Mark status as Won Order started (Unpaid) > Awaiting PaymentIn production (Paid) > Mark status as Won In production (Unpaid) > Mark status as Won Delivered (Paid) > Mark status as Won > Move to Post Sales Delivered (Unpaid) > Mark status as Won > Move to Post Sales Call from PipedriveMake phone number required (v2) Deals move from Lead → First Dialog automatically after you log a call or send an email.Deals move from First Dialog → Agreeing on Products automatically after you log a call or send an email.
Design Approvals & Payments 🔧Ensure all designs are signed off and payments received so orders can move to production.Deadline-Driven Activities 🎏Send reminders and complete any time-sensitive tasks in each deal.Manual Reviews 📋Unpaid Invoices – check the Unpaid Invoices sheet.Stuck Orders – check the Stuck Orders sheet.
(These two are equally critical.)automation is possible *** V2“I Love You” Calls 🔔Follow-ups at key post-delivery milestones to drive repeat business.ILYILY 2nd FollowupILY 3rd FollowupILY RiskILY Inactive
Never create an activity that is not linked to a deal Never create an activity that is not assigned Never create an activity without a due date
Cold deals exit the main pipeline into a Cold Pipeline if they sit too long in any stage.Where order status is blank or cancelled
Price too highWent to a competitorDelivery time too longNo answerWe cannot meet deadlineWe do not offer the product they want
Make a bookmark of: Emails PageUse templates to save time and then add something to make it personal!V2 Quick Quotes Variable
Sales Team SOP
Check Emails & Update Deal
([Org Value]) – [Person Name] – [Product]
Talking to PrestaShop
Once an order is created: Deals will be named in this format:
[Org Value] – [Order Ref] – [Org Name]
Aircall Sync
⏪ First Contact
Review Activities (calls, tasks, follow-ups)
Activity Control Centre () >
Simplify Task Type:
RULES OF ENGAGEMENT:
⏪ Auto Clean
Lost Reasons:
Pipedrive should be your notebook! Your calendar and always open on your desktop!
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.