Using Pipeliner for Managing Sales

Guide to using Pipeliner to manage all aspects of sales

19 articles
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Written by Liz Young and Keith Wadsworth

Using the Buying Center for Opportunities and Leads

How to leverage the power of the Buying Center for influencer-mapping in Opportunities and Leads
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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
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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
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Written by Keith Wadsworth. Updated over a week ago

Targets — Tracking the Sales Performance of Users or Teams

Targets use Pipeliner's evidence-based KPI metrics to help manage the sales performance of Users and Teams
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Written by Liz Young. 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
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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.
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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
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Written by Liz Young. Updated over a week ago

Quotes — Creating and Managing Quotes

How to create and manage Quotes for customers and prospects, including revisions and multiple options for an Opportunity.
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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.
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Written by Liz Young. 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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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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.
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Written by Liz Young. Updated over a week ago

Management Insights

Insights give a high-level metric-driven view of your teams' sales performance
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Written by Liz Young. Updated this week