Welcome to the Pipeliner CRM Cloud Knowledge Base

Search results for:calling

Call with Desktop App on Mobile Devices

Pipeliner CRM allows you to initiate calls from your cloud application, making the actual call from your mobile phone… How to Call with Desktop App on Mobile Devices… How Calling over Desktop Works

Calling & Text Messaging — Call or Send Text Messages from within the Pipeliner app

Initiate outbound calls and text messages directly from the Pipeliner web app using VOIP… Each user needs to activate either “Outbound Calling” for just calling or “Outbound calling and Text… Enabling the Calling & Messaging Feature for your Subscription

How to enable and use the Zoom Video Calling Integration to Pipeliner

Learn how to activate Zoom Video Calling from the Automation Hub and how to access within Appointments in Pipeliner… How to activate the Zoom Video Calling integration in the Pipeliner Automation Hub… How to use the Video Calling widget with Zoom

How to enable and use the Microsoft Teams Video Calling Integration to Pipeliner

Learn how to activate Microsoft Teams Video Calling from the Automation Hub and how to access within Appointments in Pipeliner… How to activate the Microsoft Teams Video Calling integration in the Pipeliner Automation Hub… How to use the Video Calling widget with Microsoft Teams

Voyager AI - Call Transcription & AI Analysis

Streamline the process of logging call notes using call transcription and leverage AI Analysis of conversations… Automation Hub - Calling & Messaging… Customer Portal - Calling & Messaging Tab

Call via MS Outlook Add-In on Mobile Devices

This article describes how you can initiate a call via the Pipeliner CRM MS Outlook Add-In on your mobile device… Call with MS Outlook Add-In on Mobile Devices… How Calling via the MS Outlook Add-In Works

Royal Weddings - setting up scheduling pages

Guidance for setting up your own scheduling pages for Intro Calls, Consultation Calls, Planning Calls and Wrap up Calls… Greet Call, Planning Call and the Wrap Up call directly from a link in an email… page, repeat the steps to create new pages for the the Meet & Greet Call, Planning Call and the Wrap

Using the Settings Menu for the Admin User

email in Pipeliner by changing the “From” field in the dropdown menu ⤵ In conjunction with our Calling… Messaging add-on, you can add Company Phone numbers (used for calling from the browser) or Company

An Introduction to Working with Accounts and Contacts

If you click on a Phone Number field, you'll see choices related to calling that number and if you click… some of these features will require you to enable integrations - for example, email integration or Calling

Customising the Record Preview

Social Media links or the website — or send an email or make a phone call using the Mobile App or Calling