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… Pipeliner VOIP numbers for Text Messaging and Outbound Calling Activation for Outbound Calling

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

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… page, repeat the steps to create new pages for the Consultation Call, Planning Call and Wrap Up Call… Call and the 45 day planning call directly from a link in an email

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

Lead Management — Creating Lead Processes

yours is the type of company that can get Leads from different sources - Inbound enquiries, Outbound calling

Customising the Record Preview

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

Lead Management — Creating Lead Forms

yours is the type of company that can get Leads from disparate sources - Inbound enquiries, Outbound calling