Advanced Pipeliner Admin

How to take administration to the next level

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9 articles in this collection
Written by Liz Young

Advanced Fields & Forms — Field Permissions

This Advanced Pipeliner Admin article covers how to manage field permissions.
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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 formulae that you can use.
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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
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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.
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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.
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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.
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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)
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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.
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Written by Liz Young
Updated over a week ago

Exporting Data from Pipeliner

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