The Settings menu in the Admin Module allows Admins to manage global system settings as well as Company Email addresses and Company Phone Numbers & Messaging options.

Enter the Admin Module — from the Pipeliner CRM Application, click on the App Switcher in the top left corner ⤵

NOTE: Only Administrators will see the Administration menu.

Please read the following article to get insides from our Admin Terminology.

This article will show you how to modify settings that will affect all of the users on your Pipeliner space ⤵

The Global Settings section can be used to modify the Start Date of your company’s Financial Year. This is useful when the User would like to see anything related to the financial year such as how many Opportunities were Won in the current or past financial year.

Click on the "Date" icon next to the Financial Year (Start Date) field ⤵

Select the First day of your working week. Click the drop-down next to First day of the week field. This will be used in Pipeliner for when a user wants for example filter or create a report on what activities were scheduled for "current week" ⤵

Select the "Timezone" for your company. Click the drop-down next to Timezone to make your selection ⤵

The Email Settings section provides the Admin the ability to allow (or not allow) email attachments to be copied and stored in Pipeliner as well as limit the size of those email attachments when they are stored in Pipeliner.

NOTE: This does not refer to the emails themselves, only any attachments that might be attached to the emails.

By limiting the email attachment size, if email attachments are allowed, then any email that is over the size limit will not be copied and stored in Pipeliner.

The default for this option is checked.  Checked means that you are preventing email attachments. Click on the check box if you want to allow for email attachments to be saved.

The green bar under “Email Attachment Size Limit", can be modified by clicking and dragging the dark green circle ⤵

"Email Domain Blacklisting" allows you to specify a domain, or domains, that should be excluded by the email integration service.  Any email sent to, or received from, a domain you include here will not be automatically attached to the corresponding Contact or Account record.  If you add multiple domains, separate them by a comma.

The Administrator can limit the size of documents that can be attached to entities in Pipeliner. Examples of documents that might be attached to an Opportunity record are quotes, proposals, contracts or diagrams. Some of these might be very large and use up your storage space.  Click and drag the dark green circle under “Attachment Size Limit” ⤵

Pipeliner has already built in some restrictions of the files types that are not allowed to be attached. These restrictions can be added to.

NOTE: These restrictions help to prevent files being attached that could cause your system harm so please be very careful before removing these options!

You can temporarily, or permanently, disable (or enable) all email notifications within the space for new users. The setting can also be applied to existing users by selecting the preferred option and then clicking on the “Apply to all users” button. This option is very useful if you’re importing data and don’t want all your users to receive many notifications prompted by the new records or when running processes that make ownership changes.

Whether it is marketing communication or system notifications, sometimes you want to send emails from your company email account instead of your personal account. The Company Emails tab allows you to add in your company emails for use in Pipeliner. Company emails can be used for mass emails, standard emails, or in the Automatizer. A Gmail, Office365 or SendGrid account is required in order to integrate ⤵

Once the email addresses are enabled, you can restrict who has access to company email accounts by adjusting the "User Role". Click on the Features tab and then Tools and adjust the options under Company Emails ⤵

Then, users can choose to send emails from the company 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 WhatsApp accounts (used for sending WhatsApp messages directly from Pipeliner).

Click on Phone or WhatsApp to add the number(s) ⤵

Don't forget to update User Roles to apply access rights to access the company numbers ⤵