Knowledge base
Articles
Guides, tutorials, and practical Pipedrive know-how — the same advice we share with clients, written up so you can put it to work today.
Pipedrive basics
What is a Lead vs. Deal in Pipedrive?
Leads and Deals do different jobs in Pipedrive. Here's what each one is, when to use them, and how to convert a lead into a deal.
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Pipedrive automation
Automate Activity Creation Using Pipedrive's Workflow Automation
A step-by-step guide to building a cold-outreach flow with Pipedrive's built-in automations, so no deal slips through the cracks.
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