<p style="text-align: justify"><strong>Sequences</strong> is designed to help you build structured, repeatable lead-nurturing workflows using manual emails and follow-up tasks.</p>
<p style="text-align: justify">It gives your team the power to engage prospects consistently while keeping a personal touch.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/Ys1kU7UHHssJ5bmVfkoypS.jpg" alt=""></figure>
<hr>
<h2>What can I do with Sequences and when should I use them?<a name="what-can-i-do-with-sequences-and-when-should-i-use-them"></a></h2>
<p><strong>Sequences</strong> help you build personalized email and task workflows to nurture leads over time.</p>
<p dir="ltr" style="text-align: justify">You can add deals into a Sequence when they reach key stages and assign follow-up tasks (like calls or check-ins) at the right moments.</p>
<p dir="ltr" style="text-align: justify">Using a simple builder, you can create linear flows that include manual emails (sent by the deal owner or point of contact, not a bot) and activities, ensuring consistent, human communication across your team.</p>
<p dir="ltr" style="text-align: justify">Use <strong>Sequences</strong> when you want to follow up with cold or warm leads over time, maintain a consistent outreach approach across your sales team, or create repeatable playbooks that guide your team through each step of the engagement process.<br></p>
<hr>
<h2>Where can I find Sequences?<a name="where-can-i-find-sequences"></a></h2>
<p style="text-align: justify">On the sidebar on the left-hand side of your screen, click <strong>Pulse</strong><strong> &gt; Sequences</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse%20sequences%20tab.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How can I set up a sequence?<a name="how-can-i-set-up-a-sequence"></a></h2>
<p style="text-align: justify">First, click on <strong>”+ Sequence”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/sequence%20first%20screen.png" alt=""></figure>
<p style="text-align: justify">You can either start from scratch or use a template.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-22%20at%2010.17.07.png" alt=""></figure>
<p style="text-align: justify">When you start a sequence from scratch, the <strong>overview</strong> section provides a summary of its current status and available actions.</p>
<p style="text-align: justify">From this section, you can:</p>
<ul><li>Edit the sequence</li><li>Delete the sequence</li><li>View the list of deals added in the sequence</li><li>Check the number of <strong>In Progress</strong> deals</li><li>Check the number of <strong>Completed</strong> deals</li><li>Add new deals to the Sequence</li><li>Preview the sequence flow</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-22%20at%2010.19.23.png" alt=""></figure>
<div class="support-note warning"><strong>Note:</strong> You need to add steps to the sequence before you add a deal. </div>
<p style="text-align: justify">To start the sequence, you must think about whether the goal is to <strong>add an activity</strong> or <strong>draft an email</strong>.</p>
<h3 style="text-align: justify">Add an activity<a name="add-an-activity"></a></h3>
<p style="text-align: justify">You’ll see the activity composer, where you can select the due date and fill in details such as activity type, assignee, priority and any relevant notes.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-22%20at%2010.22.29.png" alt=""></figure>
<p style="text-align: justify">Once you <strong>save</strong> the changes, you’ll have the option to add more deals to the sequence and more steps to add activities or draft emails.</p>
<h3>Draft an email<a name="draft-an-email"></a></h3>
<p>Here, you’ll see the email composer, where you can set a reminder to send the email, as well as details such as sender and recipient, as well as the text composer and formatting.</p>
<p>You can even use any <a href="https://support.pipedrive.com/article/email-templates" target="_blank" rel="noreferrer noopener">email templates</a> you have set up in your account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-22%20at%2010.37.41.png" alt=""></figure>
<p>Once you <strong>save</strong> the changes, you’ll be back to the sequence overview.</p>
<div class="support-note success primary"><strong><strong>Note:</strong> </strong>The draft email step will appear in the Pulse feed. This way, you’ll see if it’s time to send an email. </div>
<h3>Adding deals to a sequence<a name="adding-deals-to-a-sequence"></a></h3>
<div class="support-note success primary"><strong>Note:</strong> You can add up to 50 deals to every sequence.</div>
<h4 style="text-align: justify">Sequence builder</h4>
<p style="text-align: justify">To add deals to the sequence, click <strong>”Add deals to sequence”</strong> on the right-hand side of your screen.</p>
<p style="text-align: justify">Type in the deal you want to <strong>add</strong> and save.</p>
<figure style="border:0px solid rgb(229,231,235);margin:0px auto 1em;padding:0px;clear:both;color:rgb(63,77,90);font-family:'system-ui';text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-22%20at%2010.40.47.png" alt=""></figure>
<h4 style="text-align: justify">Deal detail view</h4>
<p style="text-align: justify">To add a deal to a sequence directly from the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail view</a>, click the <strong>”</strong><strong>Add to sequence”</strong> button.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20deal%20to%20sequence.png" alt=""></figure>
<h4 style="text-align: justify">List view</h4>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with the permissions to bulk select items enabled.</div>
<p style="text-align: justify">From the deal <a href="https://support.pipedrive.com/article/list-view" target="_blank" rel="noreferrer noopener">list view</a>, select the deals that you want to add to a sequence. Once selected, click the <strong>”</strong><strong>Add to sequence”</strong> button at the top of the page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/bulk%20edit%20sequence2.png" alt=""></figure>
<p style="text-align: justify">You’ll see the deals you just selected. To add them to a sequence, select the desired sequence from the dropdown.</p>
<p style="text-align: justify">Once you select the sequence, you’ll see a preview of the sequence. Then, you can <strong>save</strong> the changes.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/add%20deals%20to%20sequence%20prompt2.png" alt=""></figure>
<h3>View deals added to a sequence<a name="view-deals-added-to-a-sequence"></a></h3>
<p>You can see all the deals added to a sequence by clicking the <strong>“Deals”</strong> tab, next to <strong>”Overview”</strong>.</p>
<p>Here, you can also filter deals by status and owner.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-22%20at%2010.49.08.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How does Sequences differ from Automations?<a name="how-does-sequences-differ-from-automations"></a></h2>
<p style="text-align: justify">While <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">Automations</a> handle a wide variety of tasks automatically (like updating fields or assigning deals), <strong>Sequences</strong> focus specifically on structured communication. This is ideal for high-touch sales processes where timing and personalization matter.</p>
<p style="text-align: justify">You can combine <strong>Sequences</strong> with <strong>Automations</strong> to scale your pipeline while maintaining personal engagement.</p>
<p style="text-align: justify">Learn more about the difference between <strong>Automations</strong> and <strong>Sequences</strong> in <a href="https://support.pipedrive.com/article/difference-between-sequences-and-automations" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>

Sequences feature

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What can I do with Sequences and when should I use them?

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Where can I find Sequences?

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add-an-activity

Add an activity

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Draft an email

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Adding deals to a sequence

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View deals added to a sequence

How can I set up a sequence?

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How does Sequences differ from Automations?

<p style="text-align: justify"><strong>Pulse Feed </strong>organizes your sales priorities in one place, allowing you to take action faster and ensure that nothing slips through the cracks.</p>
<p style="text-align: justify">With Pulse Feed, you can:</p>
<ul><li><strong>Manage your to-dos efficiently</strong> – View all your tasks in one place, without switching tabs</li><li><strong>Move faster through your day</strong> – Always see your next best move</li><li><strong>Spot overlooked and new deals</strong> – Stay on top of deals that need your attention</li></ul>
<hr>
<h2 style="text-align: justify">Where can I find the Pulse Feed?<a name="where-can-i-find-the-pulse-feed"></a></h2>
<p>On the sidebar on the left-hand side of your screen, click the <strong>Pulse</strong><strong> </strong>icon<strong> &gt; Feed</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/nav.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How can I set up the Pulse Feed?<a name="how-can-i-set-up-the-pulse-feed"></a></h2>
<p style="text-align: justify">By default, Pulse Feed shows deals from <strong>all</strong> pipelines and stages, so you don’t miss anything before setting your filters.</p>
<p style="text-align: justify">You can customize which pipelines and stages your Pulse Feed shows by using the <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filters</a> option at any time.</p>
<p style="text-align: justify">Click on the <strong>”</strong><strong>Filters<strong>”</strong></strong> button and select <strong>”</strong><strong>Stage<strong>”</strong></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/feed%20filter%20stage.png" alt=""></figure>
<p>When you open Filters, you’ll see options to:</p>
<ul>
<li>
Show <strong>all </strong>pipelines and stages
</li>
<li>
Select <strong>specific </strong>pipelines
</li>
<li>
Choose <strong>one or more stages</strong> within those pipelines
</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/feed%20pipelines.png" alt=""></figure>
<p style="text-align: justify">Once you <strong>save</strong> your preferences, they’ll be remembered the next time you visit the Pulse Feed.</p>
<hr>
<h2 style="text-align: justify">How Pulse Feed works<a name="how-pulse-feed-works"></a></h2>
<p style="text-align: justify">Pulse Feed organizes your work into <strong>three tabs</strong>, helping you prioritize follow-ups and uncover opportunities.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/feed%20tabs.png" alt=""></figure>
<p style="text-align: justify">The Feed is based on <strong>open deals assigned to you</strong>, across all pipelines by default. You can fine-tune what appears using filters in each tab.</p>
<h3 style="text-align: justify">Follow-ups tab<a name="follow-ups-tab"></a></h3>
<p style="text-align: justify">Focus on active deals and recent interactions. This tab includes:</p>
<ul>
<li>
<strong>Email replies</strong> – See when a contact replies to your email.
</li>
<li>
<strong>Deals without email reply</strong> – Get a reminder to follow up if there’s no reply after 5 days.
</li>
<li>
<strong>Planned activities</strong> – View calls, meetings, or tasks scheduled for today.
</li>
<li>
<strong>Emails opened</strong> – Know when a contact opens your email.
</li>
<li>
<strong>Links clicked in emails</strong> – Track when links in your emails are clicked.
</li>
<li>
<strong>Email drafts</strong> – Review deals queued for automated email sends via <a href="https://support.pipedrive.com/article/sequences" target="_blank" rel="noreferrer noopener">Sequences</a></li></ul>
<h3 style="text-align: justify">Overlooked deals tab<a name="overlooked-deals-tab"></a></h3>
<p style="text-align: justify">Find deals that may need attention:</p>
<ul>
<li>
<strong>Deals without follow-up activity</strong> – No emails or tasks logged after the last contact.
</li>
<li>
<strong>Overdue activities</strong> – Past-due tasks linked to open deals.</li></ul>
<h3 style="text-align: justify">Opportunities tab<a name="opportunities-tab"></a></h3>
<p style="text-align: justify">Uncover new or untouched deals with potential:</p>
<ul>
<li>
<strong>Deals without activities</strong> – New open deals assigned to you, but with no scheduled tasks yet.
</li>
</ul>
<hr>
<h2 style="text-align: justify">Taking action in the Feed<a name="taking-action-in-the-feed"></a></h2>
<p style="text-align: justify">Each card in Pulse Feed includes:</p>
<ul><li><strong>Deal and contact details</strong></li><li><strong>Quick actions</strong> to schedule a task, send an email, or open the deal – without leaving the Feed</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/taking%20action.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">When clicking a card, a contextual side panel will open with everything you need at a glance – including the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail view</a>, linked activities and associated contact and organization.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/feed%20panel%20card.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">You can take action without leaving the Feed and move between cards using the arrows at the top of the panel.</p>
<hr>
<h2 style="text-align: justify">Filtering and sorting<a name="filtering-and-sorting"></a></h2>
<p dir="ltr">Use <a href="https://support.pipedrive.com/article/filtering">filters</a> to tailor your Feed and stay focused. Filtering options vary by tab.</p>
<h3>Filter by:<a name="filter-by"></a></h3>
<ul><li dir="ltr">Pipeline stage</li><li dir="ltr">Card type</li><li dir="ltr"><a href="https://support.pipedrive.com/article/scores">Score</a></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/%5BMAY%202025%20SCOPE%5D%20Filters%20menu%20-%20FUP.png" alt=""></figure>
<h3>Sort by:<a name="sort-by"></a></h3>
<ul><li dir="ltr">Card type</li><li dir="ltr">Score</li><li dir="ltr">Due time</li><li dir="ltr">Recently added</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/%5BMAY%202025%20SCOPE%5D%20Sort%20menu%20-%20FUP%20%281%29.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Frequently Asked Questions<a name="frequently-asked-questions"></a></h2>
<h3 style="text-align: justify">What are the suggestions based on?<a name="what-are-the-suggestions-based-on"></a></h3>
<p style="text-align: justify">Pulse Feed shows suggestions based on your <strong>open deals</strong> in selected pipeline stages. When linked to those open deals, email and activity cards appear.</p>
<h3 style="text-align: justify">Does Pulse Feed use AI?<a name="does-pulse-feed-use-ai"></a></h3>
<p style="text-align: justify">Not at the moment. The Feed relies on data from your account and displays cards based on fixed rules and time triggers. AI may be introduced in the future, and we’ll keep you updated.</p>
<h3 style="text-align: justify">What if a suggestion isn’t relevant?<a name="what-if-a-suggestion-isn-t-relevant"></a></h3>
<p style="text-align: justify">You can hide cards that don’t apply. Click the three-dot menu <strong>(...)</strong> on the card and select <strong>Hide suggestion</strong>.</p>
<h3 style="text-align: justify">How can I get the most out of Pulse Feed?<a name="how-can-i-get-the-most-out-of-pulse-feed"></a></h3>
<p style="text-align: justify">To get the full benefit, we recommend enabling <strong>email sync</strong> and <strong>calendar sync</strong>. This ensures Pulse Feed captures your communication history and prompts follow-ups when needed.</p>

Pulse Feed

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Where can I find the Pulse Feed?

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How can I set up the Pulse Feed?

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Follow-ups tab

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Overlooked deals tab

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Opportunities tab

How Pulse Feed works

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Taking action in the Feed

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Filter by:

sort-by

Sort by:

Filtering and sorting

frequently-asked-questions

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What are the suggestions based on?

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Does Pulse Feed use AI?

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What if a suggestion isn’t relevant?

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How can I get the most out of Pulse Feed?

Frequently Asked Questions

<div dir="ltr" class="support-note success primary"><strong>Note:</strong> This feature is available on Power and higher plans. Currently, you can only calculate scores for deals.</div>
<p>The<a href="https://support.pipedrive.com/article/scores" target="_blank" rel="noreferrer noopener"><strong> Scores </strong></a>feature reflects the likelihood of success on a scale of 0–100.<br></p>

<p>In addition to predicting your chances of successful outcomes, <strong>Scores</strong> also enables you to compare these outcomes fairly, even when the underlying criteria differ.</p>
<hr>
<h2 style="text-align: justify">How a score is calculated <a name="how-a-score-is-calculated"></a></h2>
<p style="text-align: justify">To calculate scores, Pipedrive takes into account the following factors:</p>
<ul><li>The match with your custom <strong>criteria</strong></li><li>Fixed <strong>point values</strong> assigned to each criteria <strong>group</strong></li></ul>
<p>Below, you can see the impact of each <strong>group</strong> on the calculation of a score:</p>
<table><tbody><tr><td><p dir="ltr" style="text-align: center"><strong>Group</strong></p></td><td><p dir="ltr" style="text-align: center"><strong>Point value</strong></p></td><td><p dir="ltr" style="text-align: center"><strong>Impact</strong></p></td></tr><tr><td><p dir="ltr" style="text-align: center">Highly positive</p></td><td><p dir="ltr" style="text-align: center">+25 points</p></td><td><p dir="ltr" style="text-align: center">Significant increase</p></td></tr><tr><td><p dir="ltr" style="text-align: center">Slightly positive</p></td><td><p dir="ltr" style="text-align: center">+10 points</p></td><td><p dir="ltr" style="text-align: center">Minor increase</p></td></tr><tr><td><p dir="ltr" style="text-align: center">Negative</p></td><td><p dir="ltr" style="text-align: center">-10 points</p></td><td><p dir="ltr" style="text-align: center">Decrease</p></td></tr></tbody></table>
<p style="text-align: justify">In each <strong>group</strong>, you can define the <strong>criteria</strong> that need to match the target item.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse3edited.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> While you don’t need to establish criteria for all three groups, you can currently set up to 10 criteria in total.</div>
<p style="text-align: justify">Once a match is found between the target item and your defined <strong>criteria</strong>, <strong>point values</strong> are assigned based on the <strong>group</strong> to which the criteria belong. </p>
<p style="text-align: justify">You can check the assigned <strong>point values</strong> in the <strong>preview</strong> section to better understand which criteria were met.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse4edited.png" alt=""></figure>
<p style="text-align: justify">As an outcome of the scoring calculation, you’ll see the following values </p>
<ul><li><strong>Total point value</strong>, reflecting the sum of <strong>point values</strong></li><li><strong>Normalized value</strong>, which is a balanced reflection of all possible criteria</li></ul>
<h3 style="text-align: justify">Understanding normalized values<a name="understanding-normalized-values"></a></h3>
<p style="text-align: justify">To ensure consistency in evaluating the target item, the scores are <strong>normalized</strong> to a more recognizable, 0–100 scale.</p>
<ul><li><strong>0</strong> = very poor outcome, occurs when <strong>only </strong><strong>negative criteria</strong> are met</li><li><strong>100</strong> = excellent outcome, occurs when <strong>all positive criteria</strong> without any negative criteria are met</li><li>Any value between <strong>0 and 100</strong> = a combination of both <strong>positive</strong> and <strong>negative criteria</strong> is met</li></ul>

How are Scores calculated?

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Understanding normalized values

How a score is calculated

<div class="support-note success primary"><strong>Note:</strong> This feature is available on Power and higher plans.</div>
<p dir="ltr" style="text-align: justify">The <strong>Scores</strong> feature in Pipedrive increases your efficiency by helping you evaluate the likelihood of closing deals successfully. </p>
<p dir="ltr" style="text-align: justify">With Scores, you can define scoring criteria based on your unique business needs, ensuring that your team focuses on the most valuable opportunities.</p>
<p dir="ltr" style="text-align: justify">You can improve decision-making and keep your sales cycle optimized by prioritizing the deal with a higher score.<br></p>
<hr>
<h2 style="text-align: justify">How can I access Scores?<a name="how-can-i-access-scores"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> Scores are managed by deal admin users. Deal regular users can only view scores.</div>
<p style="text-align: justify">To start using scores, click on the <strong>Pulse</strong> section &gt; <strong>Scores</strong>. </p>
<p style="text-align: justify">Once clicked, you’ll see the Score list view, where you can create and manage scores.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse1.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">How can I set up a Score?<a name="how-can-i-set-up-a-score"></a></h2>
<p style="text-align: justify">To create a new score, click on <strong>“</strong><strong>+ Score”</strong> and fill in the <strong>d</strong><strong>etails</strong> section:</p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify">Enter a<strong> name</strong> and <strong>d</strong><strong>escription</strong></p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Select a <strong>t</strong><strong>arget entity</strong> (currently, you can only choose <strong>deals</strong>)</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Choose the <strong>pipeline</strong> where the score will apply</p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse2.png" alt=""></figure>
<div dir="ltr" class="support-note success primary"><strong>Note:</strong> Only one score can be active at once in a given pipeline. When activating a new score in a pipeline that already has an active score, you’ll need to confirm which score should become active.</div>
<h3 style="text-align: justify">Adding criteria<a name="adding-criteria"></a></h3>
<p dir="ltr" style="text-align: justify">The conditions set in the criteria section are used to calculate the scores. Learn more about how scores are calculated in <a href="https://support.pipedrive.com/article/scores-calculation" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<p dir="ltr" style="text-align: justify">You can set up group conditions in the following categories: </p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Highly positive</strong>, adding 25 points to the score</p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse333.png" alt=""></figure>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Slightly positive</strong>, adding 10 points to the score</p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse%20334.png" alt=""></figure>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Negative</strong>, subtracting 10 points from the score</p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse335.png" alt=""></figure>

<p dir="ltr" style="text-align: justify">Each category contributes to the score based on the criteria created.</p>
<p dir="ltr" style="text-align: justify">Setting up conditions for the criteria is similar to how filters work in Pipedrive – you can use <strong>AND/OR</strong> conditions and add multiple conditions in one criteria section.</p>
<p dir="ltr" style="text-align: justify">You’ll see sample criteria in your account to help you get started, but you can also create your own. To provide additional clarity for your team, make sure to name the criteria. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse6.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Currently, only deal and activity fields can be selected to clarify the criteria conditions.<br></div>
<p dir="ltr" style="text-align: justify">You can test your scoring conditions in the <strong>p</strong><strong>review</strong> section by selecting a deal from your pipeline. It will give you full transparency on how each score is calculated. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse4.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">Make sure to activate the score and Pipedrive will start prioritizing deals based on the custom setup.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/pulse5%20copy.png" alt=""></figure>
<h3 style="text-align: justify">Managing scores<a name="managing-scores"></a></h3>
<div dir="ltr" class="support-note success primary"><strong>Note</strong>: The following actions are only available for deal admin users.</div>
<ul><li><strong>Edit a score</strong> – modify score criteria and settings</li><li><strong>Activate/deactivate scores</strong> – control which scores are currently in use</li><li><strong>Delete a score</strong> – remove a score if it is no longer needed</li></ul>
<hr>
<h2 style="text-align: justify">How are scores applied to deals?<a name="how-are-scores-applied-to-deals"></a></h2>
<p style="text-align: justify">Once a score is created:</p>
<ul><li>It appears as a <strong>non-editable field</strong> in the deal detail and deal list views</li><li>Scores are recalculated automatically when deal data changes</li><li>A pop-up appears when hovering over the score, explaining which factors contributed to the score</li></ul>

Scores in Pipedrive

how-can-i-access-scores

How can I access Scores?

how-can-i-set-up-a-score

adding-criteria

Adding criteria

managing-scores

Managing scores

How can I set up a Score?

how-are-scores-applied-to-deals

How are scores applied to deals?

Data enrichment helps you find missing key details about organizations and people in your account.

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Power and higher plans.</div>
<p style="text-align: justify"><strong>Data enrichment</strong> helps you find missing key details about organizations and people in your account. It finds publicly available information linked to a customer’s email address or domain and adds it directly to their contact information.</p>
<p style="text-align: justify">This supports better scoring, segmentation, ideal customer profile (ICP) matching and outreach.<br></p>
<hr>
<h2 style="text-align: justify">Where can I find the Data Enrichment feature?<a name="where-can-i-find-the-data-enrichment-feature"></a></h2>
<p style="text-align: justify">You can trigger the data enrichment in the deal and contacts <a href="https://support.pipedrive.com/article/detail-view" target="_blank" rel="noreferrer noopener">detail views</a>.</p>
<p style="text-align: justify">If there are fields that can be populated through enrichment, the feature will add them to the respective fields directly. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/enrich%20data%20pill.png" alt=""></figure>
<p style="text-align: justify">You can also click on <strong>”enrich data” </strong>on the respective field information.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/enrich%20data%20field.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Only empty fields will be enriched. Existing information won’t be overwritten.</div>
<hr>
<h2 style="text-align: justify">How does Data Enrichment work?<a name="how-does-data-enrichment-work"></a></h2>
<p style="text-align: justify">Based on your customer’s email domain, company website or company LinkedIn account, Pipedrive will look up publicly available information and add it to their contact information.</p>
<h3 style="text-align: justify">How to start enriching an organization<a name="how-to-start-enriching-an-organization"></a></h3>
<p style="text-align: justify">To enrich an organization, make sure you’ve entered the correct organization name. You’ll also need one of the following:</p>
<ul>
<li>
<p style="text-align: justify">A linked person with a work email address</p>
</li>
<li>
<p style="text-align: justify">A filled-in website field</p>
</li>
<li>
<p style="text-align: justify">A populated LinkedIn profile</p>
</li>
</ul>
<p style="text-align: justify"><strong>Fields you can enrich for organizations</strong></p>
<ul><li>Address (can also be used for filtering by city or country)</li>
<li>
<p style="text-align: justify">Industry</p>
</li><li><p style="text-align: justify">Employee count</p></li>
<li>
<p style="text-align: justify">Annual revenue</p></li><li><p style="text-align: justify">LinkedIn profile</p></li><li><p style="text-align: justify">Website</p></li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-04-29%20at%2017.50.27.png" alt=""></figure>
<p style="text-align: justify">Once you confirm the fields, you'll see a summary of the information found.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-04-29%20at%2017.51.16.png" alt=""></figure>
<h3 style="text-align: justify">How to start enriching a person<a name="how-to-start-enriching-a-person"></a></h3>
<p style="text-align: justify">You can enrich the following fields for a person:</p>
<ul>
<li>
<p style="text-align: justify"><strong>Phone number</strong></p>
</li>
<li>
<p style="text-align: justify"><strong>Email</strong></p></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-04-29%20at%2017.35.20.png" alt=""></figure>
<div>To start <strong>phone number</strong> enrichment, you’ll need to have filled in the person’s name and either:</div>
<ul>
<li>
<p style="text-align: justify">Linked them to the correct organization</p></li>
<li>
<p style="text-align: justify">Filled in their email address</p></li><li><p style="text-align: justify">Added their LinkedIn profile</p></li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-04-29%20at%2017.45.58.png" alt=""></figure>
<div><br></div>
<p style="text-align: justify">To start <strong>email enrichment</strong>, you’ll need to have filled in the person’s name and either:</p>
<ul>
<li>
<p style="text-align: justify">Linked them to the correct organization</p>
</li>
<li>
<p style="text-align: justify">Added their LinkedIn profile</p>
</li>
</ul>
<hr>
<h2>Is Data Enrichment GDPR compliant?<a name="is-data-enrichment-gdpr-compliant"></a></h2>
<p style="text-align: justify">The <strong>Data Enrichment</strong> feature finds publicly available information through <a href="https://rightbound.com/" target="_blank" rel="noreferrer noopener">RightBound</a>, a powerful sales prospecting platform.</p>
<p style="text-align: justify">You can find RightBound’s privacy policy <a href="https://rightbound.com/privacy-policy/" target="_blank" rel="noreferrer noopener">here</a>.</p>

Knowledge Base

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