Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. You can create a new deal by clicking the button "+ Deal"
2. You can also import data by clicking the dropdown button
3. Click on the "Import data" button in the dropdown menu
4. Click on the "Import from spreadsheet" section in the import data window
5. Or you can add a deal to a specific stage right away
6. To manually move your deal you can click and hold the deal
7. While dragging the card, you will see different options at the bottom part giving out multiple options for your deal
8. To successfully move your deal just drag and drop it to the column you want to use
9. It is also worth mentioning you can have multiple "Pipelines" by clicking here and adding a new one
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Why should you use this feature?
Pipedrive is a powerful customer relationship management tool designed to streamline sales processes and enhance business efficiency.
Customizing your Pipeline in Pipedrive allows you to tailor sales stages to reflect your unique workflow. This feature ensures each step aligns perfectly with your team’s needs, fostering a more organized and focused sales approach.
By aligning the Pipeline with your specific sales journey, you can pinpoint opportunities for improvement and optimize your customer interactions, leading to increased sales success.
Last update
December 15, 2025
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