Communications & Activities
Transparency is the key to staying on task! Using Activities, Feeds and Emails within Pipeliner
Document ManagementUse our document management tool to upload all your company documents and files as well as attach files to records
Using the Voyager AI Email Assistant when working with Emails in PipelinerLeverage the time-saving productivity benefits of using our Voyager AI Email Assistant to help compose professional polished business emails
Managing and Using Activity RemindersHow to see and manage Reminders and how to set your Reminder options
Understanding and Using FeedsIn this article users will learn where to view the feeds in Pipeliner, what is shown in them, and how to add a message to the feed.
Using Email Sequences in PipelinerLearn how to use Pipeliner’s Email Sequences to help you communicate effectively with your customers
Personalizing the content of EmailsUsers can create and share personalised and HTML Email Templates. Templates can be used with Office 365 and Gmail email integrations.
Creating and Using Email Templates in PipelinerUsers can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail.
Email Tracking in PipelinerUsers can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
Sending a Mass Email CampaignSending a mass email campaign is simple and allows you to improve your team’s sales outreach by giving you campaign insights.
Working with Email Sharing SettingsPermissions to manage who can see the content of emails can be chosen per email by Users and/or applied to User Roles for all future emails
Calling & Text Messaging — Call or Send Text Messages from within the Pipeliner appInitiate outbound calls and text messages directly from the Pipeliner web app using VOIP
Appointment SchedulerLearn how to streamline your meeting booking processes using our new Appointment Scheduler tool
How to enable and use the Microsoft Teams Video Calling Integration to PipelinerLearn how to activate Microsoft Teams Video Calling from the Automation Hub and how to access within Appointments in Pipeliner.
How to enable and use the Zoom Video Calling Integration to PipelinerLearn how to activate Zoom Video Calling from the Automation Hub and how to access within Appointments in Pipeliner.
Using Speech to Text and the AI Assistant when working in PipelinerUsing Speech to Text, write emails, notes or update any rich text-enabled field simply by speaking & then use AI to summarise or improve.