Admin Hacks
Quick tips to get you up and running on Admin fast!
21 articles
Written by Liz Young

General
Learn what you can see on the General tab
Written by Liz Young. Updated over a week ago
Security — Audit Log
Tracking Admin changes made to your space using the Audit Log
Written by Liz Young. Updated over a week ago
Security — Entity Changes
Tracking Admin changes made to your space using the Audit Log
Written by Liz Young. Updated over a week ago
Company Emails
Learn about adding Company Email addresses for users to use when sending emails from inside Pipeliner
Written by Liz Young. Updated over a week ago
What’s a Unit?
This article details what a unit (or sales unit) is and how they can be used in your account for things like managing user security.
Written by Liz Young. Updated over a week ago
Adding Users
This article explains how to invite a new user to Pipeliner with the role and unit selections you have made. Also learn key terminology.
Written by Liz Young. Updated over a week ago
Managing User Roles
This article explains how to create a custom user role and use it as a template to manage security for future users.
Written by Liz Young. Updated over a week ago
Pipelines
See how easy it is to set up a pipeline in Pipeliner. This article will tell you everything you need to know to get started.
Written by Liz Young. Updated over a week ago
Base Currency
Learn about the base currency and what to do if you don’t forecast money values.
Written by Liz Young. Updated over a week ago
Currencies
This article teaches you how to enable multiple currencies, where to use them within the system, and how to keep them updated.
Written by Liz Young. Updated over a week ago
Exchange Rates
This article covers how to add an exchange rate list and how to keep currency rates up to date.
Written by Liz Young. Updated over a week ago
Product Categories
Use the Products Categories to group your products and services to make them easier to find
Written by Liz Young. Updated over a week ago
Products
Learn how adding your Products is useful within the Opportunities section of the tool. Also learn key terminology within Products.
Written by Liz Young. Updated over a week ago
Price Lists
When and how to use product/service price list, add to opportunities with or without price and discounts, using multiple currencies
Written by Liz Young. Updated over a week ago
Accounts Hierarchy
Learn how to view the relationship between Accounts in the account hierarchy and how the hierarchies can be used.
Written by Liz Young. Updated over a week ago
Sales Roles
This article details how to create sales roles with the Buying Center to track all of the contacts linked to your Opportunities.
Written by Liz Young. Updated over a week ago
Accounts Relations
Learn how to view the networked relationships between Accounts in the Relation graph.
Written by Liz Young. Updated over a week ago
Contacts Relations
Learn how to view the networked relationships between Contacts in the Relation graph.
Written by Liz Young. Updated over a week ago
Fields & Forms
Learn what forms and fields are within Pipeliner and the key terminology you will need to know to use them effectively.
Written by Liz Young. Updated over a week ago
Settings
This article goes over global, email, attachments settings that will apply to all users within Pipeliner.
Written by Liz Young. Updated over a week ago
Automation Hub
In the Automation Hub see which Apps are integrated with Pipeliner and other suggested integrations. You can also request a custom solution.
Written by Liz Young. Updated over a week ago