I'll cover editing an automation, limitations that I have discovered and a few settings.Read More
We are big into systems. I, Adam Adams, used to be a developer of systems in my prior life. And even before that, I was a practitioner of the Franklin Covey technique of organizing my life on a daily basis. This has resulted in an easy lifestyle where I do not work hard, but I get all of the work done and in a timely manner. These videos will cover the tools and habits that I have developed over the years.
In this video I'm showing a new little feature in Pipedrive called Smart Contact. I also talk about why I did not choose Podio and what you can look for yourself. Then I talk about why I did not switch over to the new Salesforce Essentials. Sometimes it's not about what they offer, but what they don't have.
Got 30 deals and you need to add the same activity to each one? In this episode, I'll cover how to import the same activity into all of our deals. You can modify your filter for which deals you want to import the activities on, but that will be up to your imagination.
This is probably my best presentation to date with regards to systems. Check it out.