Pipeliner CRM

Setting up and using Org Charts & Account Hierarchies to understand relationships between companies and contacts.

Accounts Hierarchy/Contact Org Charts

How to set up and use the Relation Graph for relationship mapping of Accounts and Contacts

Using the Relation Graph for Accounts and Contacts

How to use the Products Tab for Account Management and Account Planning

Using the Products Tab for Accounts

This view is invaluable for Account Management allowing you to visualise key metrics to help you build and maintain effective relationships

The Account Matrix View in Detail

Learn how to use Account Health to enhance your Account Management

Account Management — Using Account Health in Pipeliner

All about working with Account and Contact records and Key Account Management features such as Relationship Maps, Account Matrix, White Space and Org Charts.

Key Account Management

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