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Advanced Pipeliner Admin
Advanced Pipeliner Admin
How to take administration to the next level
15 articles in this collection
Written by
Liz Young
Importing Leads 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
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