Getting Started for Admin Users
Guide to getting up & running as a Pipeliner Administrator
7 articles in this collection
Written by Liz Young
Written by Liz Young
Understanding Terminology for the Admin User
Describes the terminology used in the admin module and details what an Administrator might be responsible for.
Written by Liz Young
Updated today
Updated today
Managing your First Pipeline
This article explains how to get started managing your first pipeline. It will take you to step by step and show you the different options.
Written by Liz Young
Updated today
Updated today
Getting started with Units, Users, and Roles
How to invite/add new users to your Pipeliner, modify user roles to manage security of what users can see and do, and manage sales units.
Written by Liz Young
Updated today
Updated today
Using the Admin Module — Fields and Forms
Learn how to change, add, and reorganize form fields within the Admin Module. Publish for all users to access and utilize the changes.
Written by Liz Young
Updated today
Updated today
Using Bulk Update to change data
Bulk update allows you to update multiple records at once. You can bulk update Leads, Opportunities, Accounts, Contacts and Activities.
Written by Liz Young
Updated today
Updated today
Changing Ownership and managing users who leave your company
This article shows how to change record ownership including related records and then how to deactivate or reassign a user.
Written by Liz Young
Updated today
Updated today
Using the Settings Menu for the Admin User
This article explains the different options that can be modified within the Settings Tab by the Admin User.
Written by Liz Young
Updated today
Updated today