Adding in your contacts is a basic building block for using PipelineDeals. Once added to your account via People records, you can associate contacts to the company they work for and any deals that you may be working on with them. You can also send email campaigns to People and keep a log of other communications you may have with an individual Person.
You can add individual Person records one at a time or you can import multiple at once.
Adding an individual Person
1) Via the top navigation bar
From anywhere in the app, you can use the “+” button in the top navigation to add a new Person.
- Select the “+” button in the top navigation bar
- Select “Person” from the dropdown menu
- Complete the New Person form
2) Via the People list view
- Go to the People tab
- Select the “Add new person” button on the top right
- Complete the New Person form
Completing the New Person form
The New Person form includes fields that help detail the contact. For example, their email address, work phone, and title.
Pro tip: account admins can customize this form via Account Settings.
Once you save the form, the system will do a quick check to see if a duplicate may exist in your account (e.g., a record with the same email address). If all looks good, you will see a confirmation notification in the lower left hand corner of your browser and the new person record will be added to your account.
Finding your new person record
You are now able to use the global search tool in the top navigation bar to find the person you just added. Additionally, the People tab houses a list of all people records visible to you.
Adding multiple people using the import tool
If you’d like to add multiple People at once, our import tool is the fastest way to go.
Preparing your data
Before you begin, you’ll want to make sure your records are in a CSV or Excel spreadsheet file with a header row and one person record per row. If you’re not familiar with this setup, we have several templates and additional help articles that can help get your data in the correct format for importing.
Using the import tool
The import tool is easy to use and will guide you through correctly importing your data. To access the tool, follow these steps:
- Go to the People tab.
- Select the arrow next to the Add New Person button to expand the dropdown list.
- Select the “Excel or CSV” Import option.
- On the Import page, select "People".
The next few steps will walk you through details of preparing your file in the correct format. Templates are available to give you a head start.
Once your file is saved in the correct format, you can upload it on the Import People page. The system will run a quick check and then take you through the final steps of mapping your data columns to the correct fields in your PipelineDeals account.
Once you complete the import process, you’ll be given confirmation of whether your import was successful. If there are any issues, you'll receive an email with a spreadsheet that details any specific warnings or errors.
I have my People in my account — what’s next?
After your contacts are loaded into your account, you will be able to start harnessing the power of PipelineDeals. As a few examples to get you started, you’ll be able to segment and save lists of your contacts to create call down lists or targeted email campaigns. You can also make quick notes of any calls or interactions you have with a contact or set reminders to follow up at a future date. Over time, you’ll also be able to quickly view the history of your interactions and notes in the activity feed under a contact’s profile.