Product
Open menu
HelpOS
Knowledge Base
Pricing
Resources
Open menu
Userflows
Free Icons Library
Free AI Prompts Library
Blogs
Glossary
Newsletter
Help center
X
LOGIN
Get a Demo
Get a Demo
Product
Open menu
HelpOS
Knowledge Base
Pricing
Resources
Open menu
Userflows
Free Icons Library
Free AI Prompts Library
Blogs
Glossary
Newsletter
Help center
Menu
Product
Open menu
HelpOS
Knowledge Base
Pricing
Resources
Open menu
Userflows
Free Icons Library
Free AI Prompts Library
Blogs
Glossary
Newsletter
Help center
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.
Deals
Add deal
Add deal – Pipeline stage
Add deal – Expected close date
Add deal – Visibility settings
Add deal – Phone & Email
Deal created
Deal details
Documents – Tooltip #1
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.
Related User Flows
Survey Editing Flow on SurveySparrow
Account Deletion Flow on SurveySparrow
Folder Deletion Flow on SurveySparrow
×
https://
.myfaqprime.com
Continue