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Getting started for Users
Getting started for Users
Guide to getting up & running as a Pipeliner end user
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39 articles in this collection
Written by
Liz Young,
Customer-Success,
Jackson Schoebel
and 1 other
Using Tags in Pipeliner
Use Tags to flag, or categorise, Leads, Opportunities, Accounts or Contacts for easy searching and filtering
Written by
Liz Young
Updated this week
Working with Leads — using Lead Scoring
Set up Lead Scoring to help differentiate and prioritize Leads within Pipeliner
Written by
Liz Young
Updated over a week ago
Highlighting Recent Changes using the List View
Using the customisable List View you can highlight changes made to selected fields within a date period
Written by
Keith Wadsworth
Updated over a week ago
Customising the Record Detail
Admins can select the tabs to display in the Record Detail and sidebar panel and users can choose their own tab order
Written by
Liz Young
Updated over a week ago
Using Email Sequences in Pipeliner
Learn how to use Pipeliner’s Email Sequences to help you communicate effectively with your customers
Written by
Liz Young
Updated over a week ago
Account Management — Using Account Health in Pipeliner
Learn how to use Account Health to enhance your Account Management
Written by
Liz Young
Updated over a week ago
Project Management — Using Account Plans in Pipeliner
Learn how to use Account Plans to enhance your Account Management and Revenue Planning
Written by
Liz Young
Updated over a week ago
Project Management — Using Projects in Pipeliner
Learn how to use Pipeliner’s Project Management tool to help you track project objectives and activities
Written by
Liz Young
Updated over a week ago
Using the Products Tab for Accounts
How to use the Products Tab for Account Management and Account Planning
Written by
Liz Young
Updated over a week ago
Customising the Record Preview
You can choose the fields to display in the Record Preview, sidebar and tooltip as well as the content included in the Overview
Written by
Liz Young
Updated over a week ago
The Account Matrix View in Detail
This view is invaluable for Account Management allowing you to visualise key metrics to help you build and maintain effective relationships
Written by
Liz Young
Updated over a week ago
Features from Latest Releases
Using Opportunity Revenue Recognition
How to use Revenue Recognition to schedule revenue from an opportunity or from product line items over different time periods
Written by
Liz Young
Updated over a week ago
Accessing Sales POP! Content Inside Pipeliner
Discover everywhere in Pipeliner where Sales POP content is accessible.
Written by
Jackson Schoebel
Updated over a week ago
Working with Multiple Form Views for Users
Using multiple Form Views users can select different fields to view and highlight with colour codes when working with records.
Written by
Liz Young
Updated over a week ago
Day to Day Use of Pipeliner
Navigating the Pipeliner Screen
This article shows you a variety of different menus with Pipeliner, the information displayed, and what you can do within each area.
Written by
Liz Young
Updated over a week ago
How to use the Search features in Pipeliner
Learn to use the global and advanced search and see how results are found and displayed. See how to search in the compact view.
Written by
Liz Young
Updated this week
Understanding Accounts and Contacts
This article explains two key record types in Pipeliner (Account and Contact) and how they are related.
Written by
Liz Young
Updated over a week ago
Creating Accounts and Contacts
Learn how to create Account and Contact records and activities linked to them and view the opportunities associated with an Account.
Written by
Liz Young
Updated over a week ago
Understanding Pipelines, Leads, Opportunities and Activities
Learn the other two key record types (Lead and Opportunity) along with what your activities and pipeline are so you can get started.
Written by
Liz Young
Updated over a week ago
Creating Leads, Opportunities, and Activities and managing them throughout your Pipeline / Sales Funnel including winning and losing prospective deals
This article discusses how to create a lead, opportunity, and activities within Pipeliner. It also shows you how to navigate your pipeline.
Written by
Liz Young
Updated over a week ago
Understanding Activities — Tasks and Appointments
This article explains what tasks and appointments are, their subcategories, and their importance. Also learn what the fitness metric is.
Written by
Liz Young
Updated over a week ago
Creating Activities — Tasks and Appointments
Pipeliner allows you to create activities in Lead, Contact, Account and Opportunity records to keep track of your tasks and appointments.
Written by
Liz Young
Updated over a week ago
Managing and Using Activity Reminders
How to see and manage Reminders and how to set your Reminder options
Written by
Liz Young
Updated over a week ago
Understanding and Using Feeds
In this article users will learn where to view the feeds in Pipeliner, what is shown in them, and how to add a message to the feed.
Written by
Liz Young
Updated over a week ago
How to link and view files and attachments in Pipeliner
How to link files and email attachments to records in Pipeliner and how to view and access files once linked
Written by
Liz Young
Updated over a week ago
In-App and Email Notifications
What are In App and email Notifications and how to set your Notification options
Written by
Liz Young
Updated over a week ago
How To Turn On Spell Checking to use with Pipeliner
Learn how to enable the spell checker tool in your internet browser for Pipeliner Cloud CRM and how it works when you are using Pipeliner.
Written by
Customer-Success
Updated over a week ago
Using Views, Options, Navigator and Filters
Understanding the Power Panel
This article explains what the Power Panel is and the different tabs and profiles that allow you to manipulate what you want to see.
Written by
Liz Young
Updated over a week ago
Using the Power Panel for Managing your Views
This article details the Power Panel and how to modify it in different areas of Pipeliner. It also explains how to create a profile view.
Written by
Liz Young
Updated over a week ago
Understanding Pipeliner's Views
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
The Pipeline View in Detail
How to visualize data in different ways depending on needs. Select Pipeline, compact view, maps or list view. Step by step article.
Written by
Liz Young
Updated over a week ago
The List View in Detail
Using the customisable List View you can select and work with single or multiple records, inline edit to update and perform mass actions.
Written by
Liz Young
Updated over a week ago
Using the Navigator Dashboard
The Navigator Dashboard gives you a broad overview of your account and helps you to visualize certain items that require your attention.
Written by
Liz Young
Updated over a week ago
Viewing and Exporting Entity Changes in Pipeliner
The "View Changes" button allows users to see changes made to any entity record within Pipeliner.
Written by
Jackson Schoebel
Updated over a week ago
More advanced options for working with Opportunities
Using Opportunity Recurrence
Pipeliner allows you to automatically replicate opportunities when the original is Won or Lost.
Written by
Liz Young
Updated over a week ago
Bulk Operations — Mass Actions for Leads and Opportunities
Uncover how to mass update Leads and Opportunities by changing them in bulk.
Written by
Jackson Schoebel
Updated over a week ago
More advanced options for working with Accounts and Contacts
Accounts Hierarchy/Contact Org Charts
Setting up and using Org Charts & Account Hierarchies to understand relationships between companies and contacts.
Written by
Liz Young
Updated over a week ago
Using the Relation Graph for Accounts and Contacts
How to set up and use the Relation Graph for relationship mapping of Accounts and Contacts
Written by
Liz Young
Updated over a week ago
Merging Accounts and Contacts
Understand prerequisites, best practices, and everything you need to know about how to merge accounts and contacts
Written by
Jackson Schoebel
Updated over a week ago