Pipeliner CRM

This article shows you a variety of different menus with Pipeliner, the information displayed, and what you can do within each area.

Navigating the Pipeliner Screen

Learn to use the global and advanced search and see how results are found and displayed. See how to search in the compact view.

This article explains two key record types in Pipeliner (Account and Contact) and how they are related.

Learn how to create Account and Contact records and activities linked to them and view the opportunities associated with an Account.

Learn the other two key record types (Lead and Opportunity) along with what your activities and pipeline are so you can get started.

This article discusses how to create a lead, opportunity, and activities within Pipeliner. It also shows you how to navigate your pipeline.

This article explains what tasks and appointments are, their subcategories, and their importance. Also learn what the fitness metric is.

Pipeliner allows you to create activities in Lead, Contact, Account and Opportunity records to keep track of your tasks and appointments.

How to link files and email attachments to records in Pipeliner and how to view and access files once linked

What are In App and email Notifications and how to set your Notification options

Learn how to enable the spell checker tool in your internet browser for Pipeliner Cloud CRM and how it works when you are using Pipeliner.

Find answers and get help from Intercom Support and Community Experts

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