Using Pipeliner for Managing Sales
Guide to using Pipeliner to manage all aspects of sales
19 articles
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
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
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
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
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
Quotes — Creating and Managing Quotes
How to create and manage Quotes for customers and prospects, including revisions and multiple options for an Opportunity.
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 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.
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 this week