(1) Click on the Gear icon in the upper right of your Pipeliner application 

(2) Click on Administration from the Menu

Note: You will not have access to the Administration section if you are not an Pipeliner administrator. To get access to this section of Pipeliner, please contact your internal Pipeliner admin.

(3) Click on Pipelines from the left navigation

(4) Click on the Pipeline you would like to add the sales activities to. A menu will open on the right

(5) Click the edit pencil beside the step you would like to to add the sales activities to

(6) The following instructions will cover how to create an activity, field, and checkbox for one step:

A. Creating an Activity -  You are are able to select any activity types that exist in your system for your users to complete at this sales step

  1. Click on the Activity button
  2. Select an Activity Type from the dropdown and fill in a description for your activity (Note: Any activities that exist in your system will be populated here)
  3. Click Modify to save changes

B. Creating a Field - You are able to select a field that currently exists on your opportunity form for the designated pipeline. By adding a field to a pipeline you are indicating to your team that this field should be completed at this particular sales step

  1. Click on the Field button
  2. Select a field from the dropdown.
  3. Click Modify to save changes

C. Creating a Checkbox - You are able to create a quick checkbox to guide your users through the sales step

  1. Click on Checkbox button
  2. Type in a description
  3. Click Modify to save changes

(7) Click Save to submit changes

Note: Sales Activities will appear to the right of the opportunity form when you are in associated step

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