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Mobile Applications

Learn how to confidently navigate through our mobile apps!

11 articles
Jackson Schoebel avatarLiz Young avatar
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.
Jackson Schoebel avatar
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.
Jackson Schoebel avatar
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.
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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.
Jackson Schoebel avatar
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
Liz Young avatar
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.
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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.
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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.
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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.
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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.
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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
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Written by Liz Young. Updated over a week ago