Pipeliner CRM

Learn what you can see on the General tab

General

Tracking Admin changes made to your space using the Audit Log

Learn about adding Company Email addresses for users to use when sending emails from inside Pipeliner

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.

This article explains how to invite a new user to Pipeliner with the role and unit selections you have made. Also learn key terminology.

This article explains how to create a custom user role and use it as a template to manage security for future users.

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.

Learn about the base currency and what to do if you don’t forecast money values.

This article teaches you how to enable multiple currencies, where to use them within the system, and how to keep them updated.

This article covers how to add an exchange rate list and how to keep currency rates up to date.

Use the Products Categories to group your products and services to make them easier to find

Learn how adding your Products is useful within the Opportunities section of the tool. Also learn key terminology within Products.

When and how to use product/service price list, add to opportunities with or without price and discounts, using multiple currencies

Learn how to view the relationship between Accounts in the account hierarchy and how the hierarchies can be used.

This article details how to create sales roles with the Buying Center to track all of the contacts linked to your Opportunities.

Learn how to view the networked relationships between Accounts in the Relation graph.

Learn how to view the networked relationships between Contacts in the Relation graph.

Learn what forms and fields are within Pipeliner and the key terminology you will need to know to use them effectively.

This article goes over global, email, attachments settings that will apply to all users within Pipeliner.

In the Automation Hub see which Apps are integrated with Pipeliner and other suggested integrations. You can also request a custom solution.