Navigating the Pipeliner Screen

This article shows you a variety of different menus with Pipeliner, the information displayed, and what you can do within each area.

Updated over a week ago

Topics in this article include:

Log In

To Log into the Cloud version of Pipeliner please click on button below:

Click on "Log in".  Select the "Cloud" and simply type in your User name and Password

Pipeliner’s Menu is on the bottom of the screen running horizontally ⤵

Clicking on any menu will take you the the screens related to that menu option.  

The Navigator Menu

The Navigator Menu provides an easy way to start your day and keep track of activities you (or your team) have coming up, are those that are past due, or even providing suggestions of some of the possible activities that have not been created yet. The Navigator Menu also provides a quick overview of some of the topic numbers such as the total value of Opportunities that were won or lost and how close you or your company is to meeting target goals ⤵

The Leads Menu

The Leads Menu allows you to create Leads, modify them and view and organize or sort them (or those of your team). Leads are considered unqualified Opportunities. In other words, a Lead can easily become an Opportunity. The data that is entered into when creating a Lead maybe different when that Lead becomes an Opportunity ⤵

The Opportunities Menu

The Opportunities Menu allows you to create Opportunities, modify them, view and organize or sort them, as well as follow your Opportunities (or those of your team) throughout the stages of your Pipeline. Here you can link the Contacts related to your Opportunity as well as the Account record (the company you hope to do business with, or already do business with)

The Accounts Menu

The Accounts Menu allows you to create Accounts (names and data on the companies you hope to or are already doing business with). Once an Account record is in Pipeliner, the Owners and Editors of those Account records will be able to link those records with the names of the Contact record (name of the people associated with that Account) and any Prospective Leads or Opportunities with that company (Account record). Then you will able to easily visualize such things as all the deals (opportunities) that are open, won and/or lost with that company over any period of time you choose.

NOTE: If that data contains addresses, then Pipeliner can map out the location of one or multiple account records

The Contacts Menu

The Contacts Menu allows you to create Contacts (names and data on the people you communicate with or those that are referring business to you). Once a Contact record is in Pipeliner, the Owners and Editors of those Contact records will be able to link those records with the names of the Account records (companies those contacts work for) and the Prospective Leads or Opportunity records associated with that contact. Then you will able to easily visualize such things as seeing the relationship your Contacts have with a specific Opportunity.

NOTE: If that data contains addresses, then Pipeliner can map out the location of one or multiple account records

The Activities Menu

The Activities menu will show you all the activities you (or your team) has in Pipeliner. This is another place where you can view your activities or those of your team, or even create activities

NOTE: When creating activities, link them to any of the related entities such as Opportunities, Accounts, and/or Contacts)

Feeds Menu

The Feeds menu allows you to see the emails that have been sent or received to or from your Contacts whose email addresses are already n Pipeliner. In addition, the Feeds will allow you to see messages that your team or you posted related to a specific entity ⤵

Reports Menu

The Reports Menu allows you (or your team), to view charts, or  create a spreadsheet. Reports can be shared with others by the person who created them. There are several different types of Reports available such as a Standard report, Pivot Table report, and Advanced report ⤵

Insights Menu

The Insights Menu allows you (or your team), to view information about the people, the Opportunities, and the processes that have been put into place in your Pipeliner. The information here could assist your team or managers to make better business decisions ⤵

Archive Menu

The Archive menu is used to house Opportunities that were lost somewhere through the stages of the sales process, so that if those opportunities come back at some point in the future, you can reactive them without having to re-create them. It is also a place where, if you are the owner of an Opportunity, you would be able to delete the Opportunity.  

Lastly, it can also house the Opportunities you have won if you prefer not to see them in the Opportunity Pipeline any longer ⤵

Application Toolbar

Pipeliner’s Toolbar for each menu is at the top of the page. The tools that appear on the toolbar are those appropriate for use in the page you are currently on. If any Tool is greyed out — it is inactive and unavailable to be used at that time. This mostly occurs when you haven’t yet selected the item you want to work on.

EXAMPLE: not selecting an Opportunity will not make the Archive tool available, but selecting an Opportunity will make the Archive tool active and available. The types of tools available will be dependant on what you are working on and where you are. You will get the tools you need in the places in the system where you will need them.

Above the Toolbar is another bar with additional items to assist you when using Pipeliner ⤵

Your Profile

Click on the silhouette to enter the Your Profile dialog box.

NOTE: All options here relate to you specifically and not anyone else in your company using Pipeliner

Click on the "User Settings" option to:

  • Add a picture of yourself

  • Change your name

  • Change your password

  • Change your language or region

From the Profile you can also change your own personal preferences. Such as:

  • Modifying the work days 

  • Setting a default reminder when setting up appointments and task activities in Pipeliner. Setting up a default appointment duration that will appear when setting up appointment activities in Pipeliner

  • Setting a default due date on Tasks when creating task activities in Pipeliner

  • You can also set how you like your contacts displayed in Pipeliner i.e. First name First and Last name Last, or Last name first and First name Last

Changing from a User Profile screen back to the End User Pipeliner screen click on the "Pipeliner" logo ⤵

Administration — Change to the Admin Module.

NOTE: Only Administrators of your Pipeliner will be able to see the menu option “Administration

To go to Regular Administrator’s tools for Pipeliner, click the "Main Menu" (9 checkered dots) in the upper left and select "Administration" ⤵

Read "Getting started for Admin Users" articles for further informations.

Subscription Admin — A Subscription Admin is responsible for:

  • the  types and number of spaces your company has

  • purchasing additional Pipeliner licenses for your company 

  • paying invoices for using Pipeliner.  

Click on the "Main Menu" (9 checkered dots) located in the upper left of the screen and select billing. Or Alternatively you have have a direct link to the Subscription Admin Module.

Read "Managing your Subscription" articles for further informations.

Help — Use the “HAT” icon located in the upper right of the screen to view our context sensitive help. If you can’t find the answer you need, click on the "Contact Support" item ⤵

You can also use the "Chat" icon in bottom part of the screen in Main Menu area, to talk to one of our Support Team or check out Knowledge Base

Favorite — Use the yellow star in the upper right of the screen to make something your favorite ⤵

EXAMPLE: open to the detail page of an Opportunity, then select the star next to the name of the Opportunity. The start will turn yellow. "Save" and close the Opportunity. From the Opportunity menu select the yellow start located in the upper right of the screen. All Opportunities that have been selected as favorites will appear. Each is a clickable link to their detail pages.

A single click into the "Global Search" box, will provide a clickable list of all the things you touched most recently.

Typing into the Global Search box what you are looking for.

EXAMPLE: the name of an Account Record.  The Global search will find every occurance of the words or numbers that you type in. You could type in:

  • A partial word

  • Numbers or partial sequence of numbers (ie.a phone number)

  • An email address or a partial email address

Pipeliner’s Global Search will organize every time that word or numbers or the portion of that word or numbers appears in Pipeliner. It organizes it based on the type of entity it is found in.

EXAMPLE: Account record, Contact record, Opportunity record. But also if it is a name of a document attached to something in Pipeliner, or the subject of an Activity

Assistant (Chat)

Use the Assistance Tool located in the lower right of your screen to ask our automated assistant a question ⤵

Related Articles/Next Steps

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