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Getting Started for Admin Users
Getting Started for Admin Users
Guide to getting up & running as a Pipeliner Administrator
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
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.
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
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.
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
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.
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.
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.
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.
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.
Written by
Liz Young
Updated over a week ago