Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First select a deal in the pipeline view
2. Then click on the "Products" section marked with "NEW" label in the left sidebar
3. Next click on "Add Products" option
4. Then click in the "Start typing to search" field to add a product
5. Select your desired product from the dropdown menu
6. Click in the "PRICE" field to enter the amount
7. Click in the "QUANTITY" field to enter the quantity
8. Finally click the "Save" button in the product configuration dialog
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Why should you use this feature?
Pipedrive is a powerful and intuitive CRM platform designed to streamline sales processes and boost business efficiency.
Adding a product to a deal in Pipedrive allows users to seamlessly integrate product details directly into their sales pipeline. This integration ensures that all relevant information is centralized, making it easier for teams to track, manage, and advance deals.
This feature not only saves time by reducing manual data entry but also offers better visibility into sales opportunities. By incorporating products into deals, businesses can improve the accuracy of their financial forecasts and enhance team collaboration.
Last update
December 15, 2025
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