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Pipedrive CRM

Pipedrive: Add New Lead/Deal From Contact

By August 30, 2022No Comments

This post will cover creating a new lead or deal from a contact or organization record.  Like many of the Pipedrive tips, this one doesn’t require many clicks, but may save a little time in the long run and is handy to know. Next time you need to add a deal or lead for an existing contact or organization, try doing so directly from the record.  Open the contact or org record, then click “Create a new deal” (or click the drop-down arrow and select “create a new lead”:

A pop up window will appear with the contact and/or org fields already populated:

Cheers!

Megan Hagedorn

Author Megan Hagedorn

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