Day to Day Use of Pipeliner
14 articles
Navigating the Pipeliner ScreenThis article shows you a variety of different menus with Pipeliner, the information displayed, and what you can do within each area.
How to use the Search features in PipelinerHow to use the global and advanced search and see how results are found and displayed
Understanding Accounts and ContactsThis article explains two key record types in Pipeliner (Account and Contact) and how they are related.
An Introduction to Working with Accounts and ContactsLearn how to create, update and archive Account and Contact records & how to see all related information such as Opportunities or Activities
Understanding Pipelines, Leads, Opportunities and ActivitiesLearn the other two key record types (Lead and Opportunity) along with what your activities and pipeline are so you can get started.
Creating Leads, Opportunities, and Activities and managing them throughout your Pipeline / Sales Funnel including winning and losing prospective dealsThis article discusses how to create a lead, opportunity, and activities within Pipeliner. It also shows you how to navigate your pipeline.
Understanding Activities — Tasks and AppointmentsThis article explains what tasks and appointments are, their subcategories, and their importance. Also learn what the fitness metric is.
Creating Activities — Tasks and AppointmentsPipeliner allows you to create activities in Lead, Contact, Account and Opportunity records to keep track of your tasks and appointments.
How to link and view files and attachments in PipelinerHow to link files and email attachments to records in Pipeliner and how to view and access files once linked
In-App and Email NotificationsWhat are In App and email Notifications and how to set your Notification options
How To Turn On Spell Checking to use with PipelinerLearn how to enable the spell checker tool in your internet browser for Pipeliner Cloud CRM and how it works when you are using Pipeliner.
Royal Weddings - setting up scheduling pagesGuidance for setting up your own scheduling pages for Intro Calls, Consultation Calls, Planning Calls and Wrap up Calls
Working with multi-currency options within PipelinerHow to use multi-currency options for individual Users, Forecasts & Targets, Filters & Reports
Interactive Help - Working with our clickable demosLearn how to work with Pipeliner using our interactive clickable demos, available everywhere you see the lightbulb icon!