Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

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How to customize your pipeline in Pipedrive

Here is how to customize your pipeline in pipedrive

You can create a new deal by clicking the button "+ Deal"
You can also import data by clicking the dropdown button
Click on the "Import data" button in the dropdown menu
Click on the "Import from spreadsheet" section in the import data window
Or you can add a deal to a specific stage right away
To manually move your deal you can click and hold the deal
While dragging the card, you will see different options at the bottom part giving out multiple options for your deal
To successfully move your deal just drag and drop it to the column you want to use
It is also worth mentioning you can have multiple "Pipelines" by clicking here and adding a new one
You can also configure your filter to show only the deals you want to work on

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Why should you customize your pipeline in Pipedrive

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

January 8, 2026

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