PipelineDeals Help Center
Add a deal
Recording and tracking deals within PipelineDeals gives you visibility into each stage of your sales pipeline. Each deal you add in PipelineDeals gets its own comprehensive profile page. With 12 standard data fields and options for customization, you can track as much detail as needed. Deal profile pages also consolidate all activities, people, documents, tasks, and events.
Gaining control of your sales pipeline will help you close deals more efficiently and get you on the path to reliable growth. We make the process of creating and working with deals as easy as possible so your team has more time to sell.
Keep reading to learn how to add a deal and all of the options you have to tailor a deal to your business's practices.
Adding a new deal
There are many locations within PipelineDeals to add a new deal:
- Deal list view
- Top navigation bar via the + (Add) button
- Company and People profile pages
To add multiple deals at one time, you can import an excel file or CSV. From any list view, you can select the down arrow next to the “Add New …” button and select the Import Excel or CSV option. For more information visit the Import section in our Help Center.
New Deal form
As you receive new leads you can enter those as deals using the New Deal form. This form will provide the basis of a new deal. It is also completely customizable (see custom fields/form preferences below).
Key features of “New Deal” form
Deals must be associated with a company. This field searches all existing companies and will associate the deal with it or create a new company if the search doesn't yield any results.
There’s often many people involved in a deal -- assign a primary contact to designate a main point of contact.
Tracking a deal through the pipeline requires knowing which stage the deal is in. Deal stages and the corresponding probabilities are all customizable.
Executives and managers can assign other users to own a deal. This helps with lead management.
Custom fields and Form preferences
Deals are completely customizable which makes them adaptable to any type of business. In Account Settings your admin can rearrange the form fields, make specific fields required, and add in custom form fields. You can also preview a form to see what it looks like before sending it out to your team.
Pro-tip: to learn more about custom form fields, visit the Quick Start Guide to Create Custom Field Groups.
Adding a deal is just the tip of the PipelineDeals iceberg! It is the first step to giving you a clear picture of your sales pipelines. The customization of new deals allows you to create a deal form that will work for exactly what your company needs. The sooner you get to adding deals the closer you are to closing them!