Using Views, Options, Navigator and Filters
11 articles
Understanding the Power PanelThis article explains what the Power Panel is and the different tabs and profiles that allow you to manipulate what you want to see.
Using the Power Panel for Managing your ViewsThis article details the Power Panel and how to modify it in different areas of Pipeliner. It also explains how to create a profile view.
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.
Understanding Pipeliner's ViewsThis article gives an overview of each view as well as links to a detailed description of each View and how to use it.
The Pipeline View in DetailHow to visualize data in different ways depending on needs. Select Pipeline, compact view, maps or list view. Step by step article.
The List View in DetailUsing the customisable List View you can select and work with single or multiple records, inline edit to update and perform mass actions.
Using the Navigator DashboardThe Navigator Dashboard gives you a broad overview of your account and helps you to visualize certain items that require your attention.
Viewing and Exporting Entity Changes in PipelinerThe "View Changes" button allows users to see changes made to any entity record within Pipeliner.
Filters in detailHow to use filter options to segment data using criteria or combination of custom fields. Save profile view and share with others.
Filters - Working with AND & OR operatorsUse Custom Expressions in Filters to combine ANDs & ORs together with parentheses to create complex criteria for data segmentation & reports
Working with Static ProfilesBuild static lists of records to facilitate follow up communications and tracking