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Welcome to Pipeliner
Welcome to Pipeliner
Your introduction to all things Pipeliner!
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.
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.
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.
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
Written by
Liz Young
Updated over a week ago
Updating my Profile Picture
Learn how to upload your profile picture into Pipeliner Cloud
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.
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
Written by
Liz Young
Updated over a week ago
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
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.
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)
Written by
Liz Young
Updated over a week ago