Pipeline CRM

    Add People to Pipeline CRM

    Add people one at a time from the + menu, or bring in a whole list from a spreadsheet.

    Add One Person

    From the top navigation bar:

    1. Click the \+ icon at the top of the page.
    2. Select Person.
    3. Fill out the New Person form.
    4. Click Save.

    From the People list view:

    1. Go to the People tab.
    2. Click Add new person in the top right.
    3. Fill out the form and click Save.

    Admins can change which fields appear on the New Person form — see Edit Your Forms.

    Import a List of People

    Before you start: Put your people in a CSV or Excel file with a header row and one person per row. See Prepare Your File for Import for templates.

    1. Click the \+ icon at the top of the page.
    2. Select Import.
    3. On the Import page, select People.
    4. Upload your file.
    5. Map your columns to Pipeline CRM fields and complete the import.

    You get a confirmation email when the import finishes, or an email listing the rows that need fixing.

    Imports check the Work Email field for duplicates. To catch duplicates on a different field — phone, name, or a custom field — run the duplicate checker afterwards, where you choose the field to match on. See Removing Duplicates.

    For the full walkthrough, see Import Your CSV or Excel File.

    Need help? Contact support at customercare@pipelinecrm.com.