Add Companies, Deals and People

adding companies
Adding Companies 0:55
Adding deals
Adding Deals 2:10
Adding people
Adding People 2:23

PipelineDeals can track your business relationships, interactions, and important files, including Companies, Deals and People.

Add a new Person, Deal, or Company record from anywhere in your account by selecting the + in the upper right corner. Once the record has been created it will land in the corresponding list view. Admins can customize the new record forms in account settings > add/edit forms.   PipelineDeals.png

Import

You can add Companies, Deals, and People by importing a .CSV, Excel spreadsheet, or vCard within the corresponding list view. To learn more about importing, link to Importing Overview article.

Add People via Email

If you send an email to a new contact or lead and BCC cc@pipelinedeals.com, PipelineDeals will create a new person and associate the email correspondence in the activity section on that person profile page.

You can also add a new lead by emailing leads@pipelinedeals.com. Click the link to learn more about adding people using email.

Note: Emails will need to be sent from an email address listed in your My Profile settings.

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