PipelineDeals Help Center
Add Companies, Deals and People
PipelineDeals can track your business relationships, interactions, and important files, including Companies, Deals and People.
Add a New Company, Deal or Person
To create a new profile, click the "+" button (1) at the top-center of your screen. Here you can add a new Company, Deal or Person from anywhere in PipelineDeals.
Once added, it will become available in the corresponding list view and available via the Search bar (2).
You can add multiple Companies, Deals and People by importing a CSV or Excel spreadsheet within the corresponding list view. To learn more about importing, click here.
Add People via Email
If you send an email to a new contact or lead and BCC firstname.lastname@example.org, PipelineDeals will create a new person and associate the email correspondence in the activity section of the person profile page.
You can also add a new lead by emailing email@example.com. To learn more about this feature, click here.
Note: Emails will need to be sent from an email address listed in your My Profile settings.