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Getting Started for Admin Users

Getting Started for Admin Users

Guide to getting up & running as a Pipeliner Administrator

Liz Young avatar Keith Wadsworth avatar
10 articles in this collection
Written by Liz Young and Keith Wadsworth

Lead Management — Creating Lead Processes

Pipeliner Admins can create Lead Processes to help users manage Leads through to Qualification using steps, checklist activities & documents
Liz Young avatar
Written by Liz Young
Updated over a week ago

Understanding Terminology for the Admin User

Describes the terminology used in the admin module and details what an Administrator might be responsible for.
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Written by Liz Young
Updated over a week ago

Opportunity Admin — Setting up Opportunity Qualification and Won Forms

Enable visibility of more fields on the Won & Qualification Forms for users to verify data when qualifying a Lead or winning an Opportunity
Liz Young avatar
Written by Liz Young
Updated over a week ago

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.
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Written by Liz Young
Updated over a week ago

Lead Management — Creating Lead Forms

Pipeliner Admins can create multiple Lead Form Types, each assigned to a Lead process, to capture the right details for each type of Lead
Keith Wadsworth avatar
Written by Keith Wadsworth
Updated over a week ago

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.
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Written by Liz Young
Updated over a week ago

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.
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Written by Liz Young
Updated over a week ago

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.
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Written by Liz Young
Updated over a week ago

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.
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Written by Liz Young
Updated over a week ago

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.
Liz Young avatar
Written by Liz Young
Updated over a week ago