Mobile Applications
Learn how to confidently navigate through our mobile apps!
11 articles
Scanning Documents into RecordsUse your phone’s camera in order to scan in documents to records in Pipeliner.
Mobile — Creating a New Account or ContactUncover the many different ways to create new Account and Contacts when using Pipeliner CRM Mobile.
Using Tasks & Appointments on MobileLearn the assortment of different methods to create new Activities using the Pipeliner CRM Mobile App.
Mobile — Contacting Help & SupportThe Pipeliner Mobile App has a variety of resources to help you get support and assistance for any problems or questions you encounter.
Dashboard in Mobile AppLearn how to use the Mobile app dashboard and all its features including: open, closed and won opportunities and more
Opportunities in the Mobile AppHow to create and edit Opportunities, move opportunities in the sales process, handle winning and losing opportunities on the Mobile App.
Leads in Mobile AppArticle demonstrates how to create and edit leads, moving a lead to a qualified opportunity and handling losing leads on the Mobile app.
Using the Navigator Menu in Mobile AppHow to use the Navigator Menu on the Mobile App. Viewing different types of targets, using activities card and more.
Getting started with the Pipeliner Mobile AppThis article describes how to download and login to the Pipeliner Mobile Cloud App.
Call via MS Outlook Add-In on Mobile DevicesThis article describes how you can initiate a call via the Pipeliner CRM MS Outlook Add-In on your mobile device.
Call with Desktop App on Mobile DevicesPipeliner CRM allows you to initiate calls from your cloud application, making the actual call from your mobile phone