Overview

Deals are the core of your sales workflow in Pipedrive. Each deal represents a potential sale and moves through your pipeline stages until it’s either won or lost. This guide will show you how to add new deals and manage existing deals effectively within your Pipedrive account.

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➕ How to Add a Deal

Follow these steps to create a new deal in Pipedrive:

1. Go to the Deals tab
   • Click on the “Deals” tab from the top menu.
2. Click “+ Add Deal”
   • You’ll find this button on the top-right or within any pipeline stage.
3. Fill in Deal Details:
   • Deal Title: Name the opportunity clearly (e.g., “XYZ Corp – Annual License”).
   • Contact Person: Link to an existing or new contact.
   • Organization: Connect to the associated company.
   • Value: Add the estimated monetary value of the deal.
   • Expected Close Date: Enter when you anticipate the deal to close.
   • Pipeline & Stage: Choose the correct pipeline and starting stage.
4. Click Save
   • The deal will now appear in your pipeline view.

✅ Pro Tip: Use consistent naming conventions and keep values realistic to maintain pipeline accuracy.

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🔧 How to Manage Deals

Once your deals are in the pipeline, here’s how to manage them:

🟨 Update Deal Stage

• Drag and Drop the deal card between stages (e.g., from Contact Made to Proposal Sent).
• This visual interface helps track progress quickly.

✏️ Edit Deal Information

• Click on a deal card to open its full view.
• You can edit any deal details, including:
  • Deal title, value, contact info
  • Add custom fields
  • Attach files and documents

📅 Add Activities

• Click “Add Activity” to schedule a call, meeting, task, or deadline.
• Activities can be linked directly to a deal.
• Pipedrive will remind you of upcoming tasks to keep your pipeline moving.

📝 Add Notes and Communication Logs

• Use the “Notes” tab to log updates.
• Automatically track emails and calls if Pipedrive is synced with your email provider.

✅ Mark as Won or Lost

• Once a deal is completed, mark it as:
  • Won if the sale succeeded.
  • Lost if it didn’t—Pipedrive allows you to choose or enter a lost reason for reporting.

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📊 Stay on Top of Your Deals

• Use filters to organize and find deals by stage, owner, value, or expected close date.
• Customize pipeline views to fit different sales processes (e.g., new business vs. renewals).
• Review your dashboard regularly to identify bottlenecks and priorities.

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💡 Best Practices

• Keep your pipeline clean: Archive or close dead deals to maintain focus.
• Use labels or tags: Identify deal types or urgency levels easily.
• Automate tasks: Use Pipedrive’s workflow automation to move deals or trigger activities automatically.
• Track lost reasons: Learn from failed deals to improve conversion rates.

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Conclusion

Managing deals effectively in Pipedrive is essential for a successful sales process. By consistently updating deal information, scheduling follow-ups, and tracking progress visually, your sales team can focus on what matters most: closing deals.