How to onboard a new salesperson to Pipedrive

One of the biggest challenges with any piece of software is getting your team to use the tool properly.
When onboarding a new employee to Pipedrive, you need to follow the correct process to ensure they adopt the CRM and its best practices effectively. Pipedrive is the kind of tool where the quality of reporting and what you get out of it is determined by how it's used. Hence why onboarding your team correctly is so important! Here's a checklist you can go through when onboarding a new salesperson.
• Before you invite them, check your permission and visibility settings. Do they have the right level of access?
• Invite to Pipedrive.
• Have them connect their email and calendar accounts.
• Explain your pipeline flow, lead inbox, stages, activities, lost reasons and custom fields.
• A good way to do this is to create an example deal and walk through each stage.
• Talk about your own internal best practices e.g. how often to follow up, what email templates to use, how to record notes and information.
• Show them how to monitor their process with reports.
• Create some goals (revenue or activities) to hold them accountable.
• Assign them some open deals.
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[@amit-sarda]

It's a really neat idea to have a new team member add other team members as test deals. They can then work in Pipedrive to close some of those deals by running a different scenario with each team member. At the end of the process, the existing team members can share feedback with the new team member about things they did well and things they can do better.

[@minor-co]

Great suggestion Amit!

[@juanlizarazo1265]

So good. Thanks!!!

[@minor-co]

Thanks Juan!

[@AY-ln1mk]

What great videos, thank you Paul!

[@minor-co]

Thanks, glad I could help!

[@emmant1523]

Hi Paul, Is there a way to allow rules under visibility groups for sales reps to only see organizations within their territory? For example, they can see old deals, organizations added on pipedrive in certain states only? Please advise. Thanks

[@minor-co]

Yes, you should be a way to do this. If you're on Professional and utilise Teams, you could have a team per territory and then set the visibility so that users can see deals within their team (i.e. territory).

[@Kliffy123]

Hi Paul. Great casts. Question, I'm trying import a CSV file into Pipedrive leads. But I don't see anyway to control where they end up. They just go to contacts. Any tips? Or is it not possible?

[@minor-co]

Hi Clif, if you're importing to the Lead Inbox they don't really go anywhere other than just being added to the Lead Inbox itself. If you import deals, you can specify the stage you'd like to add them to in a separate column. Hopefully that helps.

[@Kliffy123]

@@minor-co Hi Paul, thank you for the reply. But my problem is I can't figure out how to import leads into the lead inbox. That's where I want them to go but the only import into the contacts box. I'm stuck. I hope I'm making sense. Thank you.