Add companies, deals, and people one at a time, import a whole list, create them from your inbox, or add them from the mobile app.
Add one record
Open a new record form from either place:
- From anywhere in the app: Click the + icon at the top of the page, then choose Company, Deal, or Person.
- From a list: Open the Companies, Deals, or People tab, then click the add button in the top-right corner.
Fill out the form, then click Save.
Admins choose which fields appear on these forms. See Customize Add/Edit Forms.
For a closer look at adding people, see Add People to Pipeline CRM.
Import a list
Bring in many records at once from a CSV or Excel file. People can also be imported from a vCard file. If you're new to importing, start with Prepare Your File for Import.
- Click the + icon at the top of the page.
- Select Import.
- Choose what you're importing.
- Upload your file.
- Map your columns to Pipeline CRM fields.
- Complete the import.
For every option along the way, see Import Your CSV or Excel File. For contacts from your phone or email app, see Import and Export Contacts Using a vCard File.
Add people from your inbox
When you email someone who isn't in Pipeline CRM yet, add cc@app.pipelinecrm.com to the BCC field. Pipeline CRM creates the person, logs the email on their profile, and creates a company from their email domain if you don't have one yet.
Put the address in BCC, not To or CC, and send from an email address linked to your Pipeline CRM account. Otherwise the email won't log.
For the full details, including how to choose where an email lands, see Log Emails and Contacts with BCC or Forwarding.
Add records on the go
The Pipeline CRM mobile app for iOS and Android lets you add companies, deals, and people from your phone. See Mobile App Overview to download it.
Need help? Contact support at customercare@pipelinecrm.com.