Mobile Applications
Learn how to confidently navigate through our mobile apps!
11 articles
Written by Jackson Schoebel and Liz Young


Scanning Documents into Records
Use your phone’s camera in order to scan in documents to records in Pipeliner.
Written by Jackson Schoebel. Updated over a week ago
Mobile — Creating a New Account or Contact
Uncover the many different ways to create new Account and Contacts when using Pipeliner CRM Mobile.
Written by Jackson Schoebel. Updated over a week ago
Using Tasks & Appointments on Mobile
Learn the assortment of different methods to create new Activities using the Pipeliner CRM Mobile App.
Written by Jackson Schoebel. Updated over a week ago
Mobile — Contacting Help & Support
The Pipeliner Mobile App has a variety of resources to help you get support and assistance for any problems or questions you encounter.
Written by Jackson Schoebel. Updated over a week ago
Dashboard in Mobile App
Learn how to use the Mobile app dashboard and all its features including: open, closed and won opportunities and more
Written by Liz Young. Updated over a week ago
Opportunities in the Mobile App
How to create and edit Opportunities, move opportunities in the sales process, handle winning and losing opportunities on the Mobile App.
Written by Liz Young. Updated over a week ago
Leads in Mobile App
Article demonstrates how to create and edit leads, moving a lead to a qualified opportunity and handling losing leads on the Mobile app.
Written by Liz Young. Updated over a week ago
Using the Navigator Menu in Mobile App
How to use the Navigator Menu on the Mobile App. Viewing different types of targets, using activities card and more.
Written by Liz Young. Updated over a week ago
Getting started with the Pipeliner Mobile App
This article describes how to download and login to the Pipeliner Mobile Cloud App.
Written by Liz Young. Updated over a week ago
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.
Written by Liz Young. Updated over a week ago
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
Written by Liz Young. Updated over a week ago