Pipedrive is a CRM that is integrated tightly with the JasonL sales process and systems. Pipedrive will give you (the sales person) all your leads, it will also help you setup ‘to-dos’, project your pipeline and also communicate from one place with your client.
Correction: in the video it was said that “grey” means everything has been done. In fact it means there is a scheduled task.
Exclamation mark (yellow) = no activities have been planned – should not ever be the case with open alive leads
Grey mark = future planned activities – this is good to see
Green mark = activities that need to be done today
Red mark = overdue activities
