Pipeliner CRM

This article explains what the Power Panel is and the different tabs and profiles that allow you to manipulate what you want to see.

Understanding the Power Panel

This article details the Power Panel and how to modify it in different areas of Pipeliner. It also explains how to create a profile view.

How to use Power Panel options to create views of Pipeline that help manage one-on-one or group meeting with teams.

This article gives an overview of each view as well as links to a detailed description of each View and how to use it.

How to visualize data in different ways depending on needs. Select Pipeline, compact view, maps or list view. Step by step article.

Using the customisable List View you can select and work with single or multiple records, inline edit to update and perform mass actions.

The Navigator Dashboard gives you a broad overview of your account and helps you to visualize certain items that require your attention.

The "View Changes" button allows users to see changes made to any entity record within Pipeliner.

How to use filter options to segment data using criteria or combination of custom fields. Save profile view and share with others.

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