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Backend Functions & Administration
Another unique feature of Pipeliner CRM is that the backend administration is just as user-friendly and visual as the frontend application! This allows those working in the business to be admins and not rely on expensive, dedicated technical resources to administer the system
63 articles
Getting started with Units, Users, and RolesHow to invite/add new users to your Pipeliner, modify user roles to manage security of what users can see and do, and manage sales units.
Using the Settings Menu for the Admin UserThis article explains the different options that can be modified within the Settings Tab by the Admin User.
Changing Ownership and managing users who leave your companyThis article shows how to change record ownership including related records and then how to deactivate or reassign a user.
Understanding Terminology for the Admin UserDescribes the terminology used in the admin module and details what an Administrator might be responsible for.
Managing your First PipelineThis article explains how to get started managing your first pipeline. It will take you to step by step and show you the different options.
Using the Admin Module - Entities Menu - Working with Forms and FieldsLearn how to change, add, and reorganize form fields within the Admin Module. Publish for all users to access and utilize the changes.
Using Bulk Update to change dataBulk update allows you to update multiple records at once. You can bulk update Leads, Opportunities, Accounts, Contacts and Activities.
Lead Management — Creating Lead ProcessesPipeliner Admins can create Lead Processes to help users manage Leads through to Qualification using steps, checklist activities & documents
Lead Management — Creating Lead FormsPipeliner Admins can create multiple Lead Form Types, each assigned to a Lead process, to capture the right details for each type of Lead
Opportunity Admin — Setting up Opportunity Qualification and Won FormsEnable visibility of more fields on the Won & Qualification Forms for users to verify data when qualifying a Lead or winning an Opportunity
Exporting Data from PipelinerHow to export Pipeliner data to Excel or csv files
Importing Opportunities (and Products) into PipelinerImport your Opportunities (with or without Product Line Items) using our drag & drop wizard
Advanced Fields & Forms — Calculated FieldsThis Advanced Pipeliner Admin article covers how to create calculated fields in Pipeliner and the sorts of formula that you can use.
Advanced Fields & Forms — Web Resource FieldsThis Advanced Pipeliner Admin article covers how to create web resource fields in Pipeliner CRM
Importing Data into Pipeliner — Tips on Data preparationTips on preparing your data ready to import into Pipeliner.
Importing Leads (and Accounts and Contacts) into PipelinerImport your Leads (with or without Accounts and Contacts) using our drag & drop wizard
Saving and Sharing an Import Mapping TemplateStreamline future imports by saving your mappings as Import Templates that can be re-used by you or colleagues you share them with
Importing Contacts (with or without Accounts) into PipelinerImport your Contacts into Pipeliner using our drag & drop wizard
Importing Accounts into PipelinerImport your Accounts into Pipeliner using our drag & drop wizard
Advanced Fields & Forms — Lookup FieldsLearn how to create Lookup fields in Pipeliner CRM and the sorts of relationships that you can represent using them
Advanced Fields & Forms — Rollup FieldsLearn how to create Rollup fields in Pipeliner CRM and the sorts of aggregations and calculations that you can make using them
User Roles — Working with Advanced User PermissionsUnlimited Tier customers can have more control over the user experience using Advanced Permissions
Advanced Fields & Forms — Autonumber FieldsLearn how to create Autonumber fields in Pipeliner CRM and how they work
Advanced Set Up — Custom Entity NamesLearn how to rename main Entities in Pipeliner CRM so you can use your own business terminology
Subscription Management — How to enable 2 Factor Authentication and Single Sign-On for all Pipeliner usersLearn how to enable 2-Step Verification for Pipeliner logins and also enable Single Sign-On (SSO) via Microsoft or Google
Using Lead Action Fields for Lead Management
Multilanguage SupportPipeliner Admins can add their own language translations to system and custom fields as well as validated lists such as dropdowns
Advanced Fields & Forms — Working with Validated Fields (Dropdowns, Multi select checkboxes, Radio)Learn how to work with validated fields - dropdowns, multi select checkboxes, radio fields including importing and exporting values
Quotes — Creating Quote Forms
Quotes — Creating Quote ProcessesPipeliner Admins can create Quote Processes to help users manage Quotes from Draft to Acceptance
Adding another PipelineHow to add other Pipeline to your Pipeliner. Whenever there are multiple processes, Pipeliner can be used for more than the sales process.
Setting up Products, Product Line Items and Pricing for use in OpportunitiesHow to set up Products and Pricing in the Admin Module and how to use them when working on an Opportunity.
Using Sales Action fields for OpportunitiesHow the Administrator can help enforce your process(es) by adding new Sales Action fields to specific steps in your Opportunity pipeline(s)
Importing Products and Pricing for use in OpportunitiesHow to import Products and Prices into Pipeliner. Your team can then select products, quantities, and pricing for their Opportunities
Advanced Fields & Forms — Field PermissionsThis Advanced Pipeliner Admin article covers how to manage field permissions.
Importing and Exporting Users in PipelinerPipeliner Administrators can import and export a list of users using a CSV file.
Using the Audit Log (Admin Module)How Admins can access, use and export the Audit Log in the Admin Module
Advanced Admin - Working with Custom Entities
Working with Online forms in JavaScript (Developers Tutorial)
Custom Entities Use Case - Creating a custom entity to track AssetsA step-by-step guide to a common use case for Custom Entities including how to set up and configure your new custom entity
Advanced Fields & Forms — Formula FieldsCreate Formula fields on Entity Forms or create Report Calculated Values within reports using advanced functions
Advanced Forms - Working with Card ViewsHow to update Primary Account and Primary Contact cards as well as Lookup field views to include additional fields
Admin Hacks
Quick tips to get you up and running on Admin fast!
GeneralLearn what you can see on the General tab
Security — Audit LogTracking Admin changes made to your space using the Audit Log
Security — Entity ChangesTracking Admin changes made to your space using the Audit Log
Company EmailsLearn about adding Company Email addresses for users to use when sending emails from inside Pipeliner
What’s a Unit?This article details what a unit (or sales unit) is and how they can be used in your account for things like managing user security.
Adding UsersThis article explains how to invite a new user to Pipeliner with the role and unit selections you have made. Also learn key terminology.
Managing User RolesThis article explains how to create a custom user role and use it as a template to manage security for future users.
PipelinesSee how easy it is to set up a pipeline in Pipeliner. This article will tell you everything you need to know to get started.
Base CurrencyLearn about the base currency and what to do if you don’t forecast money values.
CurrenciesThis article teaches you how to enable multiple currencies, where to use them within the system, and how to keep them updated.
Exchange RatesThis article covers how to add an exchange rate list and how to keep currency rates up to date.
Product CategoriesUse the Products Categories to group your products and services to make them easier to find
ProductsLearn how adding your Products is useful within the Opportunities section of the tool. Also learn key terminology within Products.
Price ListsWhen and how to use product/service price list, add to opportunities with or without price and discounts, using multiple currencies
Accounts HierarchyLearn how to view the relationship between Accounts in the account hierarchy and how the hierarchies can be used.
Sales RolesThis article details how to create sales roles with the Buying Center to track all of the contacts linked to your Opportunities.
Accounts RelationsLearn how to view the networked relationships between Accounts in the Relation graph.
Contacts RelationsLearn how to view the networked relationships between Contacts in the Relation graph.
Fields & FormsLearn what forms and fields are within Pipeliner and the key terminology you will need to know to use them effectively.
SettingsThis article goes over global, email, attachments settings that will apply to all users within Pipeliner.
Automation HubIn the Automation Hub see which Apps are integrated with Pipeliner and other suggested integrations. You can also request a custom solution.