11 articles
Navigating the Pipeliner Screen
How to use the Search features in Pipeliner
Understanding Accounts and Contacts
Creating Accounts and Contacts
Understanding Pipelines, Leads, Opportunities and Activities
Creating Leads, Opportunities, and Activities and managing them throughout your Pipeline / Sales Funnel including winning and losing prospective deals
Understanding Activities — Tasks and Appointments
Creating Activities — Tasks and Appointments
How to link and view files and attachments in Pipeliner
In-App and Email Notifications
How To Turn On Spell Checking to use with Pipeliner