Admin Hacks

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