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Welcome to Pipeliner

Welcome to Pipeliner

Your introduction to all things Pipeliner!

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10 articles in this collection
Written by Liz Young and Customer-Success

How to log in to Pipeliner

This article gives an overview of each view as well as links to a detailed description of each View and how to use it.
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Written by Liz Young
Updated over a week ago

Sign Up for a Trial

This article will show you how to sign up for a free 14-day trial of Pipeliner.
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Written by Liz Young
Updated over a week ago

Create a Trial Subscription and Convert a Trial to a Purchased Subscription

In this article learn how to convert your trial of Pipeliner into a subscription or skip the trial and purchase a Pipeliner license.
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Written by Liz Young
Updated over a week ago

How to change your Pipeliner Password, Date Region, Name or Language and enable 2FA

Learn how to change your password, your date/regional settings, update your name, change your language and enable 2FA for logging in
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Written by Liz Young
Updated over a week ago

Updating my Profile Picture

Learn how to upload your profile picture into Pipeliner Cloud
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Written by Liz Young
Updated over a week ago

Browsers supported by Pipeliner

IE, EDGE, Firefox, Chrome, Safari, and Opera and other commercially available browsers are supported by Pipeliner CRM Cloud on Mac and PC.
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Written by Customer-Success
Updated over a week ago

How to Delete Data

This article will show you how to delete the sample data as well as any other data in your Pipeliner
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Written by Liz Young
Updated this week

What is Pipeliner’s Billing Policy?

Pipeliner’s billing policy — terms for adding and cancelling, license reduction and billing policy to understand the auto-renewal conditions
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Written by Liz Young
Updated over a week ago

Data Security and Backups

Pipeliner implements and maintains thorough backup and data security practices. This article outlines those practices and procedures.
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Written by Customer-Success
Updated over a week ago

GDPR and managing your client's data in Pipeliner

How GDPR affects how you deal with the data that you keep in Pipeliner about your Accounts and Contacts (clients)
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Written by Liz Young
Updated over a week ago