PipelineDeals Help Center
Setup for Success
Set you and your team up for selling success by customizing and configuring your PipelineDeals account in the Account Settings!
People are your business relationships, your contacts, and leads associated with companies and deals. Deals are the opportunities in your sales pipeline that represent the products or services you're selling, where every deal has an amount and expected close date to effectively help your team build forecast and historical reports. The organizations or accounts that your people are connected to. Company profiles provide an aggregate view of the Deals and People that you have permission to view.