Whether you’re adding a new lead, a deal in progress, or the company behind it, Pipeline makes it quick and simple. You can add records from anywhere in the app, import them in bulk, create them from email, or add them on the go from the mobile app. Ways to Add Records
- From the web app
- From anywhere: Click the + in the upper-right and choose Company, Deal, or Person.
- From list pages: Open Companies, Deals, or People and click the + Add button located in the top-right corner.
- Import in bulk
- File types: CSV, Excel, or vCard.
- Where to import: Go to the Companies, Deals, or People list and choose Import.
- New to importing? Click here for more information on importing.
- Add People via email.
- Create a person automatically: Email your new contact and BCC customercare@pipelinecrm.com