Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on "Lead" button in the top menu
2. Click the "+ Lead" button to create a new lead
3. Or you can import data by clicking on the dropdown arrow
4. Then click "Import data" option from the dropdown menu
5. Next click on the "Labels" dropdown to show more options
6. Here you will find all your labels or you could also add a new label
7. Next click on the "Filters" dropdown
8. Here you can customize your table by using filters
9. Click the "More options" button
10. Here you will find more options to customize your leads
11. After configuring those settings you will find your leads here in table format
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Why should you use this feature?
Pipedrive is a powerful sales management tool designed to streamline and elevate your sales process.
Managing leads in Pipedrive is intuitive and efficient. This feature helps you organize and prioritize your contacts, ensuring no potential opportunities fall through the cracks.
With clear visibility into your sales pipeline, you can focus efforts where they're most needed, ultimately driving better conversion rates and improving sales performance.
By centralizing your leads in Pipedrive, decision-making becomes more informed and strategic, making it a vital asset for any sales team.
Last update
December 15, 2025
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