PipelineDeals is entirely web-based, which means there is nothing to download or update and its easily accessible by all users.
No matter the size of your company, PipelineDeals can help you manage and track your sales pipeline resulting in more closed deals. Unlimited Data Storage PipelineDeals offers free unlimited data storage. Take advantage of keeping your important documents organized by uploading them directly to your Deals and Leads. Customize Your Account Customize your account to match your logo and brand colors through the PipelineDeals custom branding section.
Simple and Powerful Reporting The reporting features available within PipelineDeals give you timely, useful, and actionable information on the health of your business pipeline. Full Lead Tracking Track your new business prospects through an intuitive leads work list.
Filtering leads by keyword tags and status allows you to more effectively cultivate your cold business relationships into functioning business Deals. Deal Management Manage your new or existing business relationships through the Deals page. Here you can track important information associated to your Deals and create powerful reports using that data. You can also cancel your account without any penalties whenever you want.
First, go to PipelineDeals.
You will be guided through an easy ten step checklist that assists you in customizing your account. Begin managing your business pipeline by entering your new business prospects into the Leads tab and your existing business relationships into the Deals tab.
Start to manage and cultivate your relationships by setting tasks, writing detailed notes and generating powerful reports. PipelineDeals is easily adopted by teams of users - no IT team needed!
Why choose PipelineDeals? You do have the option in the sales contact dropdown to choose who the deal will be posted to.
After PipelineDeals has been linked to your account, importing contacts is easy. You should see an option for pulling contacts from PipelineDeals:. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND. There are 6 new web hooks that need to be created:.
Repeat the above process for the remaining 5 Automations. The target URL format is exactly the same for all of these.
If you are looking to have marketing email sends and marketing email opens in PipelineDeals, you will want to use the Activity Scheduler workflow item. Be sure you assign a contact owner to each step as PipelineDeals requires a contact owner for all engagement with a contact in PipelineDeals.
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Select the employee from the drop down, paste in the API key. Click 'save account'. Add the following fields:.