Using Pipeliner for Managing Sales | Pipeliner CRM Cloud Help Center

Using the Buying Center for Opportunities and Leads

How to leverage the power of the Buying Center for influencer-mapping in Opportunities and Leads

Written by Liz Young
Updated over a week ago

Working with Opportunities — Using Opportunity Fitness in Pipeliner

Learn how to use Fitness to enhance your view of the health of Opportunities in your pipeline(s) and Leads

Written by Liz Young
Updated over a week ago

Lead Management — Working with Leads

Working with Leads using Processes and Lead Forms to effectively manage them to Qualification

Written by Keith Wadsworth
Updated over a week ago

Working with Email Sharing Settings

Permissions to manage who can see the content of emails can be chosen per email by Users and/or applied to User Roles for all future emails

Written by Keith Wadsworth
Updated over a week ago

Management Reports — Scheduling Reports

Learn how to schedule reports to be sent out from Pipeliner by email. You decide who to send to, when and in what format.

Written by Liz Young
Updated over a week ago

Reports — Creating Dashboards

How to create new custom dashboards within Analytics › Reports and how to modify the report layout and utilize the actionable data

Written by Liz Young
Updated over a week ago

Sending a Mass Email Campaign

Sending a mass email campaign is simple and allows you to improve your team’s sales outreach by giving you campaign insights.

Written by Jackson Schoebel
Updated over a week ago

Email Tracking in Pipeliner

Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.

Written by Liz Young
Updated over a week ago

Creating and Using Email Templates in Pipeliner

Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail.

Written by Liz Young
Updated over a week ago

Personalizing the content of Emails

Users can create and share personalised and HTML Email Templates. Templates can be used with Office 365 and Gmail email integrations.

Written by Liz Young
Updated over a week ago

Forecasts — Creating Quota and Forecasts for Opportunities, Products and Product Categories

How to manage, create and modify forecasts and quotas for users, sales units, products and categories

Written by Liz Young
Updated over a week ago

Using Target in the Pipeline View

This article explains how to use Target in the Pipeline view, changing Target Settings and managing excluded Opportunities.

Written by Liz Young
Updated over a week ago

Power Panel — View Settings in detail (Managing Your Sales Meetings)

How to use Power Panel options to create views of Pipeline that help manage one-on-one or group meeting with teams.

Written by Liz Young
Updated over a week ago

Filters in detail

How to use filter options to segment data using criteria or combination of custom fields. Save profile view and share with others.

Written by Liz Young
Updated over a week ago

Management Reports — Creating a Standard Report or a Pivot Table Report

This article shows you how to navigate the reports menu and organize reports as well as how to create a standard or pivot table report.

Written by Liz Young
Updated over a week ago

Management Reports — More Report Features

This article covers advanced features within the reports such as reports using multiple entities, grouping, sorting and color coding.

Written by Liz Young
Updated over a week ago

Management Insights

Insights give a high-level metric-driven view of your teams' sales performance

Written by Liz Young
Updated over a week ago