Using Pipeliner for Managing Sales | Pipeliner CRM Cloud Help Center

Using Pipeliner for Managing Sales

Guide to using Pipeliner to manage all aspects of sales

10 articles in this collection
Written by Liz Young

Email Tracking 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

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 selected for Office 365 and Gmail.

Written by Liz Young
Updated over a week ago

Management Reports — Creating Forecast Reports

How to manage, create and modify forecast reports and many helpful hints.

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

Learn how visual Insights can compare Key Performance Indicators (KPIs) & use “Click-to-Detail” functionality to focus on users and teams

Written by Liz Young
Updated over a week ago