Getting started for Users

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 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

Using Opportunity Revenue Recognition

How to use Revenue Recognition to schedule revenue from an opportunity 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

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 over a week ago

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

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

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

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 this week

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