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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.

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