User flows

Adding contacts on Pipedrive

You can add and edit the customer's scheduled activities, email, phone number in a contact's detailed view.

screenshot of Deals while Adding contacts on Pipedrive — Deals

screenshot of Contacts while Adding contacts on Pipedrive — Contacts

screenshot of Add person while Adding contacts on Pipedrive — Add person

screenshot of Give Label while Adding contacts on Pipedrive — Give Label

screenshot of Visibility group while Adding contacts on Pipedrive — Visibility group

screenshot of Save while Adding contacts on Pipedrive — Save

screenshot of Bulk edit while Adding contacts on Pipedrive — Bulk edit

screenshot of Confirm changes while Adding contacts on Pipedrive — Confirm changes

screenshot of Assign new values while Adding contacts on Pipedrive — Assign new values

screenshot of Confirm changes while Adding contacts on Pipedrive — Confirm changes

screenshot of People edited while Adding contacts on Pipedrive — People edited

How to add and edit contacts on Pipedrive. The contact details can be bulk imported and edited.

Go to contacts.
Click on the green “add person” button.
Fill details of the contact.
Set as cold, warm or hot lead.
Save any notes along with the contact.

More User Flows

Filtering and sorting on Microsoft Teams

Updating your profile on Microsoft Teams (Mobile)

Deleting your account on Microsoft Teams (Mobile)

Creating a community on Microsoft Teams (Mobile)