SDRs in Pipedrive: How to Qualify Leads & Hand Off to Closers [VIDEO]

Ever wonder if your top sales closers are wasting time on unqualified leads? It may sound counterintuitive, but adding Sales Development Representatives (SDRs) to your process could be the secret to boosting your entire pipeline. In this video, we reveal what SDRs are, how they slot into a high-volume sales process, and why you don’t want your best closers stuck qualifying leads all day.

You’ll see how SDRs can live in Pipedrive’s Lead Inbox—making initial contact and converting the right leads into deals labeled “Qualified Deal” or “Meeting Arranged.” We’ll show you how to hand off the deal to your closer, transfer ownership seamlessly, and keep track of each SDR’s contribution via custom fields for future reporting. Finally, learn how to create a lead conversion report to see exactly how many deals your SDRs deliver and how much revenue they’re driving. Harnessing the power of SDRs in Pipedrive could be the difference between a scattered team and a laser-focused sales machine. Ready to see how it works? Tune in for a clear, step-by-step walkthrough.

Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level.