Using Pipeliner for Managing Sales
Guide to using Pipeliner to manage all aspects of sales
13 articles in this collection
Written by Liz Young and Jackson Schoebel
Written by Liz Young and Jackson Schoebel
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 this week
Updated this week
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 this week
Updated this week
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
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
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
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 this week
Updated this week
Management Reports — Creating Forecast Reports
How to manage, create and modify forecast reports and many helpful hints.
Written by Liz Young
Updated this week
Updated this week
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 this week
Updated this week
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
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
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
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
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 this week
Updated this week