Projects vs. deals
Deals are used in Pipedrive to reflect sales and the process used to complete them. But what about after-sales actions businesses take, including internal, pre-sales and post-sales operations?
You can use Projects to reflect these processes, such as shipping a product after a sale is completed or following up with clients regarding repeat sales opportunities. With Projects, you no longer need to duplicate your deals or create different pipelines.
When organizing your Pipedrive data, you may find ongoing initiatives that don't fit into the deal or lead categories. These might include long-term efforts with multiple activities and phases, such as planning a presentation before or during your sales processes or monitoring post-sales actions like shipping.
In Pipedrive, Projects is the perfect tool to address those needs.
- Link deals or contacts to your projects
- Add activities at different phases
- Monitor your projects' progress
Projects help users better organize project management activities, so they are not mixed up with sales activities (like those you would typically find linked to your Deals in the Pipeline), making their processes run smoother.
Deals represent sales or other ongoing transactions within your Pipedrive account. The relationship between deals and projects is similar to that of deals and contacts.
A deal can be linked to a project and vice-versa. However, what makes the projects and deals unique is that you can link as many deals as you want to a Project and vice-versa:
Click on a project's linked deal or the project linked to a deal and navigate between them: