Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. Click on the "Deal" button in the right toolbar
2. Click on the "Deal" button to add a new deal
3. Or you could also import data by clicking the dropdown arrow
4. Then click the "Import data" button
5. Next click on the "Pipeline" dropdown button in the top right
6. Here you can configure your pipeline or add a new one
7. Open the filter menu by clicking the "Filter" button in the top toolbar
8. Click on the "New deal" button in the "Contact Made" column
9. You can also add a new deal to a specific column by clicking the "+" button
10. Then click "Save" once you have entered all the required information
11. Click on the "+" button in the "Demo Scheduled" column section
12. While holding the deal you will see multiple options at the bottom where you can drag and drop your deal
13. Finally simply drop the deal into the specific column where you want it to be moved
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Why should you use this feature?
Pipedrive is a powerful CRM tool designed to help streamline your sales process.
Managing your deals in Pipedrive offers an intuitive interface that keeps all your deal information well-organized and easily accessible.
Utilizing this feature ensures that you never miss an opportunity as it allows you to track, prioritize, and stay on top of every deal.
This enhances your ability to make informed decisions quickly, enhancing both productivity and closure rates. Overall, managing your deals in Pipedrive optimizes your workflow, turning goals into achievements.
Last update
December 15, 2025
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