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Admin Hacks

Admin Hacks

Quick tips to get you up and running on Admin fast!

21 articles
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Written by Liz Young

General

Learn what you can see on the General tab
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Written by Liz Young. Updated over a week ago

Security — Audit Log

Tracking Admin changes made to your space using the Audit Log
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Written by Liz Young. Updated over a week ago

Security — Entity Changes

Tracking Admin changes made to your space using the Audit Log
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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
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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.
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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.
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Written by Liz Young. Updated over a week ago

Accounts Relations

Learn how to view the networked relationships between Accounts in the Relation graph.
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Written by Liz Young. Updated over a week ago

Contacts Relations

Learn how to view the networked relationships between Contacts in the Relation graph.
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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.
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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.
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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.
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Written by Liz Young. Updated over a week ago