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 manage your deals in Pipedrive

Here is how to manage your deals in pipedrive

Click on the "Deal" button in the right toolbar
Click on the "Deal" button to add a new deal
Or you could also import data by clicking the dropdown arrow
Then click the "Import data" button
Next click on the "Pipeline" dropdown button in the top right
Here you can configure your pipeline or add a new one
Open the filter menu by clicking the "Filter" button in the top toolbar
Click on the "New deal" button in the "Contact Made" column
You can also add a new deal to a specific column by clicking the "+" button
Then click "Save" once you have entered all the required information
Click on the "+" button in the "Demo Scheduled" column section
While holding the deal you will see multiple options at the bottom where you can drag and drop your deal
Finally simply drop the deal into the specific column where you want it to be moved

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Why should you manage your deals in Pipedrive

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

January 6, 2026

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