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User Interface
All the information you need to get started with using Pipeliner as a user including customising your interface and day-to-day working with the system
32 articles
Using Tags in Pipeliner
Working with Leads — using Lead Scoring
Highlighting Recent Changes using the List View
Customising the Record Detail
Customising the Record Preview
Using Target in the Pipeline View
Using Opportunity Revenue Recognition
Accessing Sales POP! Content Inside Pipeliner
Working with Multiple Form Views for Users
Navigating the Pipeliner Screen
How to use the Search features in Pipeliner
Understanding Accounts and Contacts
Creating Accounts and Contacts
Understanding Pipelines, Leads, Opportunities and Activities
Creating Leads, Opportunities, and Activities and managing them throughout your Pipeline / Sales Funnel including winning and losing prospective deals
Understanding Activities — Tasks and Appointments
Creating Activities — Tasks and Appointments
How to link and view files and attachments in Pipeliner
In-App and Email Notifications
How To Turn On Spell Checking to use with Pipeliner