Add Companies, Deals and People
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.
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 email@example.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 firstname.lastname@example.org. 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.Back to top