User flows

Adding a deal on Pipedrive

The ongoing deal can be tracked in Pipedrive which can be processed through stages until it is either WON or LOST.

Screenshot of Deals while Adding a deal on Pipedrive — Deals

Screenshot of Add deal while Adding a deal on Pipedrive — Add deal

Screenshot of Add deal - Pipeline stage while Adding a deal on Pipedrive — Add deal – Pipeline stage

Screenshot of Expected close date - Add deal while Adding a deal on Pipedrive — Add deal – Expected close date

Screenshot of Add deal while Adding a deal on Pipedrive — Add deal – Visibility settings

Screenshot of Phone & Email - Add deal while Adding a deal on Pipedrive — Add deal – Phone & Email

Screenshot of Deal created while Adding a deal on Pipedrive — Deal created

Screenshot of Deal details while Adding a deal on Pipedrive — Deal details

Screenshot of Documents - Tooltip #1 while Adding a deal on Pipedrive — Documents – Tooltip #1

Screenshot of Documents - tooltip #2 while Adding a deal on Pipedrive — Documents – Tooltip #2

How to create a deal in Pipedrive

Go to Deals page and click on “New deal”
Add Deal’s name, concerned person’s name, stage, and visibility.
Save.

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)