Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
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How it works
Here is a step-by-step guide on how to add two contacts to one deal in Pipedrive:
1. First, click on "Leads" in the top navigation menu
2. Then click on the deal you wish to add another contact
3. This will open a detailed view of the deal. Locate the Participants section on the left area of this page
4. Click on the "+ Person" button
5. Add the contact name to the field "Link a person"
6. Click on "Add as new contact" and Link in a person
7. Then click on the "Save" button at the bottom of the page
8. Notice the success notification showing the new contact created
9. You can edit the contact information if wanted
Why should you use this feature?
Pipedrive is a dynamic CRM tool designed to streamline your sales processes and help close deals effortlessly.
In Pipedrive, associating two contacts with a single deal is a powerful feature that enhances collaborative opportunities. This functionality allows for the inclusion of primary and secondary stakeholders, ensuring comprehensive communication and decision-making processes.
Utilizing multiple contacts for a deal improves relationship management and offers a more holistic view of the client landscape, boosting efficiency and success in securing sales.
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