Advanced Pipeliner Admin

Advanced Set Up — Custom Entity Names

Learn how to rename main Entities in Pipeliner CRM so you can use your own business terminology

Written by Liz Young
Updated over a week ago

User Roles — Working with Advanced User Permissions

Unlimited Tier customers can have more control over the user experience using Advanced Permissions

Written by Liz Young
Updated over a week ago

Subscription Management — How to enable 2 Factor Authentication and Single Sign-On for all Pipeliner users

Learn how to enable 2-Step Verification for Pipeliner logins and also enable SSO via Microsoft or Google

Written by Liz Young
Updated over a week ago

Advanced Fields & Forms — Rollup Fields

Learn how to create Rollup fields in Pipeliner CRM and the sorts of aggregations and calculations that you can make using them

Written by Liz Young
Updated over a week ago

Importing Accounts into Pipeliner

Import your Accounts into Pipeliner using our drag & drop wizard

Written by Liz Young
Updated over a week ago

Advanced Fields & Forms — Autonumber Fields

Learn how to create Autonumber fields in Pipeliner CRM and how they work

Written by Liz Young
Updated over a week ago

Advanced Fields & Forms — Lookup Fields

Learn how to create Lookup fields in Pipeliner CRM and the sorts of relationships that you can represent using them

Written by Liz Young
Updated over a week ago

Importing Contacts (with or without Accounts) into Pipeliner

Import your Contacts into Pipeliner using our drag & drop wizard

Written by Liz Young
Updated over a week ago

Importing Leads (and Accounts and Contacts) into Pipeliner

Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard

Written by Liz Young
Updated over a week ago

Saving and Sharing an Import Mapping Template

Streamline future imports by saving your mappings as Import Templates that can be re-used by you or colleagues you share them with

Written by Liz Young
Updated over a week ago

Importing Data into Pipeliner — Tips on Data preparation

Tips on preparing your data ready to import into Pipeliner.

Written by Liz Young
Updated over a week ago

Accessing the Pipeliner API Key

How Admins can access your Pipeliner API Key from the Admin Module

Written by Liz Young
Updated over a week ago

Using the Audit Log (Admin Module)

How Admins can access, use and export the Audit Log in the Admin Module

Written by Liz Young
Updated over a week ago

Importing and Exporting Users in Pipeliner

​Pipeliner Administrators can import and export a list of users using a CSV file.

Written by Liz Young
Updated over a week ago

Advanced Fields & Forms — Web Resource Fields

This Advanced Pipeliner Admin article covers how to create web resource fields in Pipeliner CRM

Written by Liz Young
Updated over a week ago

Advanced Fields & Forms — Field Permissions

This Advanced Pipeliner Admin article covers how to manage field permissions.

Written by Liz Young
Updated over a week ago

Advanced Fields & Forms — Calculated Fields

This Advanced Pipeliner Admin article covers how to create calculated fields in Pipeliner and the sorts of formula that you can use.

Written by Liz Young
Updated over a week ago

Importing Products and Pricing for use in Opportunities

How to import Products and Prices into Pipeliner. Your team can then select products, quantities, and pricing for their Opportunities

Written by Liz Young
Updated over a week ago

Importing Opportunities (and Products) into Pipeliner

Import your Opportunities (with or without Products) using our drag & drop wizard

Written by Liz Young
Updated over a week ago

Adding another Pipeline

How to add other Pipeline to your Pipeliner. Whenever there are multiple processes, Pipeliner can be used for more than the sales process.

Written by Liz Young
Updated over a week ago

Using the Sales Activities Checklist for Opportunities

How to create a sales activities checklist for each step of the Pipeline to guide users to follow your process.

Written by Liz Young
Updated over a week ago

Using Sales Action fields for Opportunities

How the Administrator can help enforce your process(es) by adding new Sales Action fields to specific steps in your Opportunity pipeline(s)

Written by Liz Young
Updated over a week ago

Setting up Products, Product Line Items and Pricing for use in Opportunities

Help for the Administrator on how to create the Products and Pricing that can be selected by the Owner or Editor of an Opportunity.

Written by Liz Young
Updated over a week ago

Exporting Data from Pipeliner

How to export Pipeliner data to Excel or csv files

Written by Liz Young
Updated over a week ago