Organizing your leads, deals, contact people, organizations, activities, and emails are essential to your sales process. Pipedrive helps you to organize all of your items while allowing you to link them together for better visibility.
At the beginning of your sales process, you may have potential deals sitting in your pipeline that you are not ready to start working on yet.
Pipedrive's Leads inbox is a separate inbox to keep your prequalified Leads in before they become deals. Once you decide which Leads can be qualified, you can easily convert them to deals and add them directly into your pipeline. You can read more information about our Leads inbox in this article.
The ongoing transaction you are pursuing with a Person or Organization in Pipedrive is tracked as a deal, which is processed through the stages of your pipeline until it is either Won or Lost.
In Pipedrive, deals contain all of the actions taken towards the closing of a sale. Deals will also pull all information from the Person or Organization that they are associated with, which you can find in the Detail View of that deal. In this article, you can read more about Deals in Pipedrive.
People contacts are the specific customers that you are selling to from Pipedrive. Any information relating to each contact such as scheduled activities, or emails will be tracked in the Detail View of that Person.
Organizations are usually the companies that contact people work at. All of the People related to an Organization will be listed in its Detail View, along with any Notes or Activities linked to any People or Deals related to the Organization.
An activity represents any action on your part towards the closing of a sale. It can be a phone call, a lunch meeting, or any other event you schedule with a contact. You can schedule activities in relation to a Person, Organization, or a Deal. You can read this article for more information on Activities in Pipedrive.
The Mail tab of your Pipedrive account holds all emails that you decide to keep a record of in Pipedrive. Your mail is tracked along with your People and Deals through Pipedrive's Email Sync if you are on the advanced, professional, or enterprise plans. On our essential plan you can use Pipedrive's Smart Email BCC.