Pipedrive: Creating a New Deal and Contact
PipedriveAll demos from “Pipedrive Demo 2026 - Why choose Pipedrive as your CRM?”
- 8:500:48Managing Sales Pipelines in PipedriveThe demonstrator walks through different sales pipelines (Consulting vs. Subscriptions) and explains how stages are used to track deal progress.Pipedrive· Sync leads to CRM
- 9:381:13Creating a New Deal and ContactCurrentA step-by-step walkthrough of creating a new deal, adding a contact person and organization, and assigning custom fields like 'Deal Source'.Pipedrive· Sync leads to CRM
- 12:121:21Logging Notes and Scheduling ActivitiesShows how to capture meeting notes and schedule custom activities like introductory calls and follow-ups within a deal record.Pipedrive· Sync leads to CRM
- 13:560:51Generating Quotes and ContractsDemonstrates using Google Workspace templates within Pipedrive to automatically generate quotes with product tables and request e-signatures.Pipedrive· AI account/prospect research
- 14:471:06Sales Process AutomationShows how moving a deal to a specific stage triggers automated tasks for team members and creates renewal deals upon winning.Pipedrive· Sync leads to CRM
- 15:530:29Using Email Templates in PipedriveDemonstrates the native email integration and how to use pre-written sales templates for consistent follow-up.Pipedrive· Build a cold-email sequence
- Watch “Pipedrive Demo 2026 - Why choose Pipedrive as your CRM?” →
Sync leads to CRM
3:172:03Pipedrive Personal Preferences and API SetupThomas demonstrates how to configure personal settings in Pipedrive, including currency, language, and locating the API token for third-party integrations.@davame01- 37:083:00Importing Leads from SpreadsheetsA demonstration of importing lead data via CSV, mapping spreadsheet columns to Pipedrive fields, and handling duplicate records during the import process.@davame01
- 51:413:38Configuring Custom Fields and Mandatory DataDemonstration of adding custom data fields to deals and setting them as 'required' to ensure sales reps enter critical data before winning a deal.@davame01
5:111:59Creating a new lead in PipedriveDemonstrates how to manually add a new lead and company (e.g., Tim Cook at Apple) into the Pipedrive interface.@minor-co- 27:042:29Managing lost deals and reasonsShows the interface for marking a deal as lost and selecting or creating 'Lost Reasons' for reporting purposes.@minor-co
0:541:48Customizing Pipeline Stages in PipedriveThe video demonstrates how to rename, reposition, and create new stages within a sales pipeline to match a specific sales process.@pipedrive- 2:400:54Filtering and Sorting DealsA demonstration of how to filter deals by status and user to manage the sales pipeline more effectively.@pipedrive
0:430:51Inviting team members and workspace setupDemonstrates how to navigate to company settings to invite team members and manage visibility permissions for sales reps.@crm.central- 1:321:46Importing lead data into PipedriveShows the process of uploading files and mapping specific data fields like names and contact details into the CRM.@crm.central
3:533:56Managing the Pipedrive Leads InboxA walkthrough of the Leads Inbox interface, showing how to view lead details, link organizations, and manage custom fields for incoming prospects.@minor-co- 7:471:53Converting a Lead to a Deal in PipedriveDemonstrates the process of qualifying a lead and using the 'Convert to Deal' function to move the prospect into the active sales pipeline.@minor-co
3:131:31Logging interactions and notes in PipedriveThe presenter demonstrates how to input notes, summaries, and documents into the Pipedrive interaction box to maintain a record of prospect communication.@minor-co