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Search our help center or ask our AI assistant anything about PipeDesk.
15-minute setup guide
1
Create your account
Sign up at pipedesk.app/login with your email and password.
2
Set up your pipeline
Pick a starting template that fits your business, or customize your own stages and fields.
3
Import your contacts
Upload a CSV file or add contacts manually on the Contacts page.
4
Add your first deal
Go to Pipeline and click + Add Deal. Fill in the details and save.
5
Set follow-up reminders
Add a follow-up date to each deal so nothing falls through the cracks.
6
Use the AI Assistant
Expand any deal and click AI Assistant to draft emails and get next action suggestions.
7
Close your first deal
Move the deal to Closed Won and track your revenue on the dashboard.