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Advanced Pipeliner Admin
Advanced Pipeliner Admin
How to take administration to the next level
29 articles in this collection
Written by
Liz Young
and
Keith Wadsworth
Multilanguage Support
Pipeliner Admins can add their own language translations to system and custom fields as well as validated lists such as dropdowns
Written by
Liz Young
Updated over a week ago
Quotes — Creating Quote Forms
Written by
Keith Wadsworth
Updated over a week ago
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
Quotes — Creating Quote Processes
Pipeliner Admins can create Quote Processes to help users manage Quotes from Draft to Acceptance
Written by
Keith Wadsworth
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 Single Sign-On (SSO) via Microsoft or Google
Written by
Liz Young
Updated over a week ago
Using Lead Action Fields for Lead Management
Written by
Keith Wadsworth
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
Advanced Fields & Forms — Working with Validated Fields (Dropdowns, Multi select checkboxes, Radio)
Learn how to work with validated fields - dropdowns, multi select checkboxes, radio fields including importing and exporting values
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 Product Line Items) 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