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"Setting Up Contacts in Pipedrive in 5 Easy Steps"

Learn how to efficiently set up contacts in Pipedrive with this step-by-step guide.

brian.annanbrian.annan
·5 steps·42 views·Published

Learn how to efficiently set up contacts in Pipedrive with this step-by-step guide. Follow along as we walk you through adding a new contact, confirming details, and managing your contacts list—all in just five easy steps.

Step-by-step Guide5 steps

  1. Click the Contacts icon

    This will open your contacts list, allowing you to view and manage your saved contacts.

    Click the Contacts icon
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  2. Click the Person option

    This action will display a list of contacts associated with the selected person, allowing you to view or manage their details.

    Click the Person option
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  3. Click the Save button

    This action will confirm the details you entered and add the new person to your contacts.

    Click the Save button
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  4. Type the person's name

    In the 'Name' input field, enter 'Alex' to identify the individual you wish to add. This step is necessary before proceeding to save the contact information.

    Type the person's name
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  5. Click the Save button

    After clicking this button, the entered information for the new person will be saved to the system.

    Click the Save button
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