Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Contacts" button in the left sidebar menu
2. Then click on the "Organizations" option in the left submenu
3. Next click on the "+ Organization" button in the top toolbar
4. Click in the "Name" text field and enter the new organization's name
5. Finally click on the "Save" button in the bottom-right corner of the modal window
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Why should you use this feature?
Pipedrive is a highly efficient CRM tool designed to streamline your sales processes.
Add a new contact under Organizations effortlessly, ensuring you always have crucial details linked to the relevant entities. This feature is about enhancing connectivity and ensuring cohesive data alignment.
Seamless contact management helps your team stay organized, minimizes errors, and fosters effective communication. Ultimately, it supports personalized customer interactions, bolstering relationship-building efforts.
Last update
December 15, 2025
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