Welcome to Pipeliner | Pipeliner CRM Cloud Help Center

Welcome to Pipeliner

Your introduction to all things Pipeliner!

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

How to login 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

Learn how to change your password, your date regional settings, update your name or change your language inside User profile settings

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