Group 65Go to Pipeliner CRM
All Collections
Advanced Pipeliner Admin

Advanced Pipeliner Admin

How to take administration to the next level

Liz Young avatar
12 articles in this collection
Written by Liz Young

Accessing the Pipeliner API Key

How Admins can access your Pipeliner API Key from the Admin Module
Liz Young avatar
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
Liz Young avatar
Written by Liz Young
Updated yesterday

Importing and Exporting Users in Pipeliner

​Pipeliner Administrators can import and export a list of users using a CSV file.
Liz Young avatar
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.
Liz Young avatar
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.
Liz Young avatar
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
Liz Young avatar
Written by Liz Young
Updated over a week ago

Importing your data into Pipeliner

Importing data into Pipeliner. Import Accounts, Contacts, Leads & open Opportunities using our drag & drop wizard. How to prepare csv data.
Liz Young avatar
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.
Liz Young avatar
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.
Liz Young avatar
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)
Liz Young avatar
Written by Liz Young
Updated over a week ago

Setting up Products 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.
Liz Young avatar
Written by Liz Young
Updated over a week ago

Exporting Data from Pipeliner

How to export Pipeliner data to Excel or csv files
Liz Young avatar
Written by Liz Young
Updated over a week ago