# Coevera Cloud Help Center

> Welcome to the Coevera Knowledge Base

## Welcome to Coevera

- [How to log in to Coevera](http://help.pipelinersales.com/en/articles/3352350-how-to-log-in-to-coevera.md): Logging into Coevera using the user invitation or via the URL as well as via Microsoft, Google or via Single Sign On
- [Sign Up for a Trial](http://help.pipelinersales.com/en/articles/2703582-sign-up-for-a-trial.md): This article will show you how to sign up for a free 14-day trial of Coevera.
- [Create a Trial Subscription and Convert a Trial to a Purchased Subscription](http://help.pipelinersales.com/en/articles/2968261-create-a-trial-subscription-and-convert-a-trial-to-a-purchased-subscription.md): In this article learn how to convert your trial of Coevera into a subscription or skip the trial and purchase a Coevera license.
- [How to change your Coevera Password, Date Region, Name or Language and enable 2FA](http://help.pipelinersales.com/en/articles/2262881-how-to-change-your-coevera-password-date-region-name-or-language-and-enable-2fa.md): Learn how to change your password, your date/regional settings, update your name, change your language and enable 2FA for logging in
- [Updating my Profile Picture](http://help.pipelinersales.com/en/articles/2262436-updating-my-profile-picture.md): Learn how to upload your profile picture into Coevera Cloud
- [Browsers supported by Coevera](http://help.pipelinersales.com/en/articles/2702551-browsers-supported-by-coevera.md): IE, EDGE, Firefox, Chrome, Safari, and Opera and other commercially available browsers are supported by Coevera Cloud on Mac and PC.
- [How to Delete Data](http://help.pipelinersales.com/en/articles/3023704-how-to-delete-data.md): This article will show you how to delete the sample data as well as any other data in your Coevera
- [What is Coevera’s Billing Policy?](http://help.pipelinersales.com/en/articles/2773997-what-is-coevera-s-billing-policy.md): Coevera’s billing policy — terms for adding and cancelling, license reduction and billing policy to understand the auto-renewal conditions
- [Data Security and Backups](http://help.pipelinersales.com/en/articles/2703454-data-security-and-backups.md): Coevera implements and maintains thorough backup and data security practices. This article outlines those practices and procedures.
- [GDPR and managing your client's data in Coevera](http://help.pipelinersales.com/en/articles/2327076-gdpr-and-managing-your-client-s-data-in-coevera.md): How GDPR affects how you deal with the data that you keep in Coevera about your Accounts and Contacts \(clients\)

## User Interface

- [Using Tags in Coevera](http://help.pipelinersales.com/en/articles/6370601-using-tags-in-coevera.md): Use Tags to categorise, Leads, Opportunities, Accounts, Contacts, Emails, Activities & Automatizer processes for easy searching & filtering
- [Working with Leads — using Lead Scoring](http://help.pipelinersales.com/en/articles/6444841-working-with-leads-using-lead-scoring.md): Set up Lead Scoring to help differentiate and prioritize Leads within Coevera
- [Highlighting Recent Changes using the List View](http://help.pipelinersales.com/en/articles/6651031-highlighting-recent-changes-using-the-list-view.md): Using the customisable List View you can highlight changes made to selected fields within a date period
- [Customising the Record Detail](http://help.pipelinersales.com/en/articles/5994965-customising-the-record-detail.md): Admins can use the Interface option in Entities to adapt and manage the record tabs and fields displayed in different contexts in the app
- [Customising the Record Preview](http://help.pipelinersales.com/en/articles/5107388-customising-the-record-preview.md): You can choose the fields to display in the Record Preview, sidebar and tooltip as well as the content included in the Overview
- [Using Target in the Pipeline View](http://help.pipelinersales.com/en/articles/2728896-using-target-in-the-pipeline-view.md): This article explains how to use Target in the Pipeline view, changing Target Settings and managing excluded Opportunities.
- [Using Opportunity Revenue Recognition](http://help.pipelinersales.com/en/articles/4293948-using-opportunity-revenue-recognition.md): How to use Revenue Recognition to schedule revenue from an opportunity or from product line items over different time periods
- [Accessing Sales POP! Content Inside Coevera](http://help.pipelinersales.com/en/articles/4194074-accessing-sales-pop-content-inside-coevera.md): Discover everywhere in Coevera where Sales POP content is accessible.
- [Working with Multiple Form Views for Users](http://help.pipelinersales.com/en/articles/4838616-working-with-multiple-form-views-for-users.md): Using multiple Form Views users can select different fields to view when working with records and Quick Jump to different form sections .
- [Navigating the Coevera Screen](http://help.pipelinersales.com/en/articles/2724550-navigating-the-coevera-screen.md): This article shows you a variety of different menus with Coevera, the information displayed, and what you can do within each area.
- [How to use the Search features in Coevera](http://help.pipelinersales.com/en/articles/2724544-how-to-use-the-search-features-in-coevera.md): How to use the global and advanced search and see how results are found and displayed
- [Understanding Accounts and Contacts](http://help.pipelinersales.com/en/articles/2724559-understanding-accounts-and-contacts.md): This article explains two key record types in Coevera \(Account and Contact\) and how they are related.
- [An Introduction to Working with Accounts and Contacts](http://help.pipelinersales.com/en/articles/2703579-an-introduction-to-working-with-accounts-and-contacts.md): Learn how to create, update and archive Account and Contact records & how to see all related information such as Opportunities or Activities
- [Understanding Pipelines, Leads, Opportunities and Activities](http://help.pipelinersales.com/en/articles/2723902-understanding-pipelines-leads-opportunities-and-activities.md): Learn the other two key record types \(Lead and Opportunity\) along with what your activities and pipeline are so you can get started.
- [Creating Leads, Opportunities, and Activities and managing them throughout your Pipeline / Sales Funnel including winning and losing prospective deals](http://help.pipelinersales.com/en/articles/2724543-creating-leads-opportunities-and-activities-and-managing-them-throughout-your-pipeline-sales-funnel-including-winning-and-losing-prospective-deals.md): This article discusses how to create a lead, opportunity, and activities within Coevera. It also shows you how to navigate your pipeline.
- [Understanding Activities — Tasks and Appointments](http://help.pipelinersales.com/en/articles/2724572-understanding-activities-tasks-and-appointments.md): This article explains what tasks and appointments are, their subcategories, and their importance. Also learn what the fitness metric is.
- [Creating Activities — Tasks and Appointments](http://help.pipelinersales.com/en/articles/2724539-creating-activities-tasks-and-appointments.md): Coevera allows you to create activities in Lead, Contact, Account and Opportunity records to keep track of your tasks and appointments.
- [How to link and view files and attachments in Coevera](http://help.pipelinersales.com/en/articles/3447778-how-to-link-and-view-files-and-attachments-in-coevera.md): How to link files and email attachments to records in Coevera and how to view and access files once linked
- [In-App and Email Notifications](http://help.pipelinersales.com/en/articles/3077592-in-app-and-email-notifications.md): What are In App and email Notifications and how to set your Notification options
- [How To Turn On Spell Checking to use with Coevera](http://help.pipelinersales.com/en/articles/2728940-how-to-turn-on-spell-checking-to-use-with-coevera.md): Learn how to enable the spell checker tool in your internet browser for Coevera Cloud CRM and how it works when you are using Coevera.
- [Working with multi-currency options within Coevera](http://help.pipelinersales.com/en/articles/9881556-working-with-multi-currency-options-within-coevera.md): How to use multi-currency options for individual Users, Forecasts & Targets, Filters & Reports
- [Interactive Help - Working with our clickable demos](http://help.pipelinersales.com/en/articles/9996925-interactive-help-working-with-our-clickable-demos.md): Learn how to work with Coevera using our interactive clickable demos, available everywhere you see the lightbulb icon!
- [Understanding the Power Panel](http://help.pipelinersales.com/en/articles/2724581-understanding-the-power-panel.md): This 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 Views](http://help.pipelinersales.com/en/articles/2724587-using-the-power-panel-for-managing-your-views.md): This article details the Power Panel and how to modify it in different areas of Coevera. It also explains how to create a profile view.
- [Power Panel — View Settings in detail \(Managing Your Sales Meetings\)](http://help.pipelinersales.com/en/articles/2885266-power-panel-view-settings-in-detail-managing-your-sales-meetings.md): How to use Power Panel options to create views of Pipeline that help manage one-on-one or group meeting with teams.
- [Understanding Coevera's Views](http://help.pipelinersales.com/en/articles/3353198-understanding-coevera-s-views.md): This 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 Detail](http://help.pipelinersales.com/en/articles/3353269-the-pipeline-view-in-detail.md): How 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 Detail](http://help.pipelinersales.com/en/articles/3352308-the-list-view-in-detail.md): Using 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 Dashboard](http://help.pipelinersales.com/en/articles/2734709-using-the-navigator-dashboard.md): The 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 Coevera](http://help.pipelinersales.com/en/articles/3838075-viewing-and-exporting-entity-changes-in-coevera.md): The "View Changes" button allows users to see changes made to any entity record within Coevera.
- [Filters in detail](http://help.pipelinersales.com/en/articles/2884464-filters-in-detail.md): How 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 operators](http://help.pipelinersales.com/en/articles/8671471-filters-working-with-and-or-operators.md): Use Custom Expressions in Filters to combine ANDs & ORs together with parentheses to create complex criteria for data segmentation & reports
- [Working with Static Profiles](http://help.pipelinersales.com/en/articles/9996417-working-with-static-profiles.md): Build static lists of records to facilitate follow up communications and tracking
- [The New Navigator](http://help.pipelinersales.com/en/articles/11799257-the-new-navigator.md): Create Navigator profiles to display different layouts based on drag&drop components for an at-a-glance "state of the nation" overview!
- [Working with Quick Filters](http://help.pipelinersales.com/en/articles/13857383-working-with-quick-filters.md): User-friendly, on-screen Quick Filters allow you to immediately filter and segment your data
- [Using Opportunity Recurrence](http://help.pipelinersales.com/en/articles/4190616-using-opportunity-recurrence.md): Coevera allows you to automatically replicate opportunities when the original is Won or Lost.
- [Bulk Operations — Mass Actions for Leads and Opportunities](http://help.pipelinersales.com/en/articles/3958187-bulk-operations-mass-actions-for-leads-and-opportunities.md): Uncover how to mass update Leads and Opportunities by changing them in bulk.
- [Merging Accounts and Contacts](http://help.pipelinersales.com/en/articles/3834458-merging-accounts-and-contacts.md): Understand prerequisites, best practices, and everything you need to know about how to merge accounts and contacts

## Key Account Management

- [Accounts Hierarchy/Contact Org Charts](http://help.pipelinersales.com/en/articles/2327221-accounts-hierarchy-contact-org-charts.md): Setting up and using Org Charts & Account Hierarchies to understand relationships between companies and contacts.
- [Using the Relation Graph for Accounts and Contacts](http://help.pipelinersales.com/en/articles/3170353-using-the-relation-graph-for-accounts-and-contacts.md): How to set up and use the Relation Graph for relationship mapping of Accounts and Contacts
- [Using the Products Tab for Accounts](http://help.pipelinersales.com/en/articles/5271296-using-the-products-tab-for-accounts.md): How to use the Products Tab for Account Management and Account Planning
- [The Account Matrix View in Detail](http://help.pipelinersales.com/en/articles/5105943-the-account-matrix-view-in-detail.md): This view is invaluable for Account Management allowing you to visualise key metrics to help you build and maintain effective relationships
- [Account Management — Using Account Health in Coevera](http://help.pipelinersales.com/en/articles/5609036-account-management-using-account-health-in-coevera.md): Learn how to use Account Health to enhance your Account Management

## Sales Force Automation

- [Using the Step Activities Checklist for Opportunities](http://help.pipelinersales.com/en/articles/2724345-using-the-step-activities-checklist-for-opportunities.md): Apply guided selling practices to your sales process by using the sales activities checklist for each pipeline step
- [Working with Approval Processes](http://help.pipelinersales.com/en/articles/7327298-working-with-approval-processes.md): Use Approvals processes for Accounts, Contacts, Leads, Opportunities or Quotes whenever Approval is required by your working practices
- [Using the Buying Center for Opportunities and Leads](http://help.pipelinersales.com/en/articles/5268288-using-the-buying-center-for-opportunities-and-leads.md): How to leverage the power of the Buying Center for influencer-mapping in Opportunities and Leads
- [Lead Management — Working with Leads](http://help.pipelinersales.com/en/articles/6289314-lead-management-working-with-leads.md): Working with Leads using Processes and Lead Forms to effectively manage them to Qualification
- [Working with Opportunities — Using Opportunity Fitness in Coevera](http://help.pipelinersales.com/en/articles/6178373-working-with-opportunities-using-opportunity-fitness-in-coevera.md): Learn how to use Fitness to enhance your view of the health of Opportunities in your pipeline\(s\) and Leads
- [Quotes — Creating and Managing Quotes](http://help.pipelinersales.com/en/articles/6912065-quotes-creating-and-managing-quotes.md): How to create and manage Quotes for customers and prospects, including revisions and multiple options for an Opportunity.
- [Enabling Google reCAPTCHA for Online Forms](http://help.pipelinersales.com/en/articles/8037167-enabling-google-recaptcha-for-online-forms.md): Protect your Coevera Online Forms from bots and other automated attacks
- [Working with Online Forms](http://help.pipelinersales.com/en/articles/8039971-working-with-online-forms.md): Online Forms lets you create, edit and share web forms/surveys & is fully integrated with your Coevera data
- [Online Forms Use Case — Lead Capture Form](http://help.pipelinersales.com/en/articles/8070255-online-forms-use-case-lead-capture-form.md)
- [Managing Data - Using the Duplicate Checker](http://help.pipelinersales.com/en/articles/9311395-managing-data-using-the-duplicate-checker.md): Set up configurable match criteria to identify existing duplicates and auto merge from the tool, use the widget to avoid entering new dupes
- [Online Forms - using Products Fields](http://help.pipelinersales.com/en/articles/10627430-online-forms-using-products-fields.md): Add, manage, and personalize product selections in your online forms.

## Reporting Engine

- [Management Reports — More Report Features](http://help.pipelinersales.com/en/articles/2728820-management-reports-more-report-features.md): This article covers advanced features within the reports such as reports using multiple entities, grouping, sorting and color coding.
- [Reports — Creating a Standard Table Report or a Pivot Table Report](http://help.pipelinersales.com/en/articles/2728834-reports-creating-a-standard-table-report-or-a-pivot-table-report.md): This article shows you how to navigate the reports menu and organize reports as well as how to create a standard or pivot table report.
- [Reports — Creating Dashboards and Charts](http://help.pipelinersales.com/en/articles/4240428-reports-creating-dashboards-and-charts.md): How to create charts and custom dashboards within Analytics › Reports and how to modify the report layout and utilize the actionable data
- [Management Reports — Scheduling Reports](http://help.pipelinersales.com/en/articles/4392807-management-reports-scheduling-reports.md): Learn how to schedule reports to be sent out from Coevera by email. You decide who to send to, when and in what format.
- [Reports - Creating a Report using Historical Data](http://help.pipelinersales.com/en/articles/9065321-reports-creating-a-report-using-historical-data.md): Get an overview of previous values at specific points in time using date comparisons or longer term trends

## Analytics Engine

- [Management Insights](http://help.pipelinersales.com/en/articles/2790822-management-insights.md): Insights give a high-level metric-driven view of your teams' sales performance
- [Targets — Tracking the Sales Performance of Users or Teams](http://help.pipelinersales.com/en/articles/6752004-targets-tracking-the-sales-performance-of-users-or-teams.md): Targets use Coevera's evidence-based KPI metrics to help manage the sales performance of Users and Teams
- [Forecasts — Creating Quota and Forecasts for Opportunities, Products and Product Categories](http://help.pipelinersales.com/en/articles/2939236-forecasts-creating-quota-and-forecasts-for-opportunities-products-and-product-categories.md): How to manage, create and modify forecasts and quotas for users, sales units, products and categories and accounts

## Project Engine

- [Project Management — Using Projects in Coevera](http://help.pipelinersales.com/en/articles/5535839-project-management-using-projects-in-coevera.md): Learn how to use Coevera’s Project Management tool to help you track project objectives and activities
- [Project Management — Using Account Plans in Coevera](http://help.pipelinersales.com/en/articles/5537566-project-management-using-account-plans-in-coevera.md): Learn how to use Account Plans to enhance your Account Management and Revenue Planning

## Communications & Activities

- [Document Management](http://help.pipelinersales.com/en/articles/6109257-document-management.md): Use our document management tool to upload all your company documents and files as well as attach files to records
- [Managing and Using Activity Reminders](http://help.pipelinersales.com/en/articles/3442352-managing-and-using-activity-reminders.md): How to see and manage Reminders and how to set your Reminder options
- [Understanding and Using Feeds](http://help.pipelinersales.com/en/articles/2724576-understanding-and-using-feeds.md): In this article users will learn where to view the feeds in Coevera, what is displayed, seeing/not seeing related records and how to add a message to the feed.
- [Using Email Sequences in Coevera](http://help.pipelinersales.com/en/articles/5694513-using-email-sequences-in-coevera.md): Learn how to use Coevera’s Email Sequences to help you communicate effectively with your customers
- [Personalizing the content of Emails](http://help.pipelinersales.com/en/articles/3542227-personalizing-the-content-of-emails.md): Users 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 Coevera](http://help.pipelinersales.com/en/articles/3542631-creating-and-using-email-templates-in-coevera.md): Office 365 and Gmail users can create and use rich text, WYSIWYG and HTML email templates to send personalised emails from Coevera
- [Email Tracking in Coevera](http://help.pipelinersales.com/en/articles/3546392-email-tracking-in-coevera.md): Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
- [Sending a Mass Email Campaign](http://help.pipelinersales.com/en/articles/3745320-sending-a-mass-email-campaign.md): Sending 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 Settings](http://help.pipelinersales.com/en/articles/6288440-working-with-email-sharing-settings.md): Permissions 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 Coevera app](http://help.pipelinersales.com/en/articles/6444835-calling-text-messaging-call-or-send-text-messages-from-within-the-coevera-app.md): Initiate outbound calls and text messages directly from the Coevera web app using VOIP
- [Appointment Scheduler](http://help.pipelinersales.com/en/articles/5882803-appointment-scheduler.md): Learn 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 Coevera](http://help.pipelinersales.com/en/articles/5920210-how-to-enable-and-use-the-microsoft-teams-video-calling-integration-to-coevera.md): Learn how to activate Microsoft Teams Video Calling from the Automation Hub and how to access within Appointments in Coevera.
- [How to enable and use the Zoom Video Calling Integration to Coevera](http://help.pipelinersales.com/en/articles/5919899-how-to-enable-and-use-the-zoom-video-calling-integration-to-coevera.md): Learn how to activate Zoom Video Calling from the Automation Hub and how to access within Appointments in Coevera.
- [Online Forms - using Custom Style Presets and Themes](http://help.pipelinersales.com/en/articles/11634440-online-forms-using-custom-style-presets-and-themes.md): Create, save, and manage custom style presets for Online Forms, making it easier to maintain visual consistency across forms & your website
- [Coevera Email Inbox - Emails Preview Screen](http://help.pipelinersales.com/en/articles/15596987-coevera-email-inbox-emails-preview-screen.md): Users can browse, filter, read, and act on their email conversations across one or more connected email accounts

## Voyager AI

- [Voyager AI - Summarising or Creating Action Points from Emails, Messages and Notes](http://help.pipelinersales.com/en/articles/9619202-voyager-ai-summarising-or-creating-action-points-from-emails-messages-and-notes.md): Using Voyager AI to instantly summarise, create action points or key points from the content of Emails, Message & Notes
- [Voyager AI - Analyis of Email Content, Suggesting Replies, Summarising or Creating Action Points from Email Threads](http://help.pipelinersales.com/en/articles/9619278-voyager-ai-analyis-of-email-content-suggesting-replies-summarising-or-creating-action-points-from-email-threads.md): Use the power of Voyager AI to analyse the content of email conversations
- [Voyager AI - Using Speech to Text and the AI Assistant when working in Coevera](http://help.pipelinersales.com/en/articles/8530107-voyager-ai-using-speech-to-text-and-the-ai-assistant-when-working-in-coevera.md): Using Speech to Text, write emails, notes or update any rich text-enabled field simply by speaking & then use AI to summarise or improve.
- [Using the Voyager AI Email Assistant when working with Emails in Coevera](http://help.pipelinersales.com/en/articles/7936579-using-the-voyager-ai-email-assistant-when-working-with-emails-in-coevera.md): Leverage the time-saving productivity benefits of using our Voyager AI Email Assistant to help compose professional polished business emails
- [Voyager AI - Email Categorization](http://help.pipelinersales.com/en/articles/9996832-voyager-ai-email-categorization.md): The AI Assistant can automatically tag emails with different categories and analyze sentiment on incoming emails in the Feeds
- [Voyager AI - Call Transcription & AI Analysis](http://help.pipelinersales.com/en/articles/10191557-voyager-ai-call-transcription-ai-analysis.md): Streamline the process of logging call notes using call transcription and leverage AI Analysis of conversations
- [Voyager AI - Document Summary & "Ask Document" Chat](http://help.pipelinersales.com/en/articles/10476295-voyager-ai-document-summary-ask-document-chat.md): Use the power of our Voyager AI to summarise the content of documents or use "Ask Document" to get answers to questions about selected files
- [Voyager AI - Media Transcription](http://help.pipelinersales.com/en/articles/10902903-voyager-ai-media-transcription.md): Voyager AI Media Transcription now brings the ease and efficiency of working with our Call Recording feature to all Activities.
- [Voyager AI - Working with the Online Forms AI Agent](http://help.pipelinersales.com/en/articles/10904961-voyager-ai-working-with-the-online-forms-ai-agent.md): Use the power of Voyager AI to create Online Forms using natural language text prompts
- [Voyager AI - Working with the Reports AI Agent](http://help.pipelinersales.com/en/articles/11632082-voyager-ai-working-with-the-reports-ai-agent.md): Use the power of Voyager AI to create Standard reports using natural language text prompts
- [Voyager AI - Using the Voyager AI Coach](http://help.pipelinersales.com/en/articles/12356265-voyager-ai-using-the-voyager-ai-coach.md): Guides user requests with intelligently routed, always-available access, and seamless integration with the incredible depth of knowledge available from both our SalesPOP! Experts and Coevera Knowle...
- [Voyager AI - Using the AI Automatizer Agent](http://help.pipelinersales.com/en/articles/12674050-voyager-ai-using-the-ai-automatizer-agent.md): The powerful, new AI Automatizer Agent allows users to create, update, and manage processes using natural language prompts.
- [Voyager 2: AI Record Assistant](http://help.pipelinersales.com/en/articles/14497665-voyager-2-ai-record-assistant.md): Voyager 2’s AI Record Assistant adds an in-context assistant inside individual CRM records combining guided summaries, actionable suggestions, and record-aware chat in one continuous workflow
- [Voyager 2 - AI Super Agent](http://help.pipelinersales.com/en/articles/14781512-voyager-2-ai-super-agent.md): The Voyager 2 Super Agent is a single, context-aware AI agent that understands what you are looking at, draws on your CRM data, and can delegate to specialized agents for records, reports, automati...
- [Voyager 2 - AI Smart Fields](http://help.pipelinersales.com/en/articles/14781526-voyager-2-ai-smart-fields.md): Configurable AI-powered value generation for supported CRM fields
- [Voyager 2 - Relationship charts - Account Hierarchy](http://help.pipelinersales.com/en/articles/15251456-voyager-2-relationship-charts-account-hierarchy.md): Voyager II AI builds & maintains Account Hierarchies. From any Account, Voyager AI can detect missing parent/subsidiary companies, suggest the correct corporate structure & let users apply the chan...
- [Voyager 2 - Relationship charts - Org Chart](http://help.pipelinersales.com/en/articles/15251952-voyager-2-relationship-charts-org-chart.md): Voyager 2 AI builds & maintains organizational charts directly on Account records. The new Org Chart view proposes the company's leadership structure, matches it against existing Contacts, suggests...
- [Voyager 2 - Relationship Charts: Buying Center](http://help.pipelinersales.com/en/articles/15596955-voyager-2-relationship-charts-buying-center.md): AI Relationship Charts Agent now analyzes an opportunity's contacts, activities, and email communication to propose a complete Buying Center
- [Coevera AI Connectors](http://help.pipelinersales.com/en/articles/15752937-coevera-ai-connectors.md): Connect your Coevera CRM to Claude, ChatGPT, or another compatible AI assistant so you can ask questions and get work done in plain conversation.

## Automatizer

- [Automatizer — Creating and Running Processes](http://help.pipelinersales.com/en/articles/3834789-automatizer-creating-and-running-processes.md): An in depth view of using Automatizer to create and execute processes in Coevera
- [Automatizer — The Process Manager and Process Notifications](http://help.pipelinersales.com/en/articles/3841438-automatizer-the-process-manager-and-process-notifications.md): The Process Manager allows you to manage, track and receive notifications about your Automatizer processes
- [Automatizer Use Case — Last Contacted Date](http://help.pipelinersales.com/en/articles/3953979-automatizer-use-case-last-contacted-date.md): A "use case" example of using Automatizer to ensure that Contacts are being followed up by Account Managers on a regular basis
- [Automatizer — Using Webhook Actions](http://help.pipelinersales.com/en/articles/3959195-automatizer-using-webhook-actions.md): A description for technical users to illustrate using webhook actions in Automatizer processes
- [Automatizer — Using Manual Processes](http://help.pipelinersales.com/en/articles/4185874-automatizer-using-manual-processes.md): An example of using an Automatizer Manual Process to enable a process for Key Opportunity Management
- [Automatizer — Process Templates](http://help.pipelinersales.com/en/articles/4399391-automatizer-process-templates.md): How to find and use our Automatizer Process Templates
- [Automatizer Use Case — Archiving Opportunities that are Overdue/Closing date in the past](http://help.pipelinersales.com/en/articles/3967316-automatizer-use-case-archiving-opportunities-that-are-overdue-closing-date-in-the-past.md): Example of using Automatizer to archive Opportunities where the closing date is in the past & that have exceeded expected duration/velocity
- [Automatizer — Triggering a process from another process](http://help.pipelinersales.com/en/articles/6480542-automatizer-triggering-a-process-from-another-process.md): Learn how to trigger a follow on Automatizer process from within an existing process
- [Automatizer - Triggering a Process from an Email](http://help.pipelinersales.com/en/articles/11462200-automatizer-triggering-a-process-from-an-email.md): Processes can be triggered by various properties of an email sent from or received into Coevera for all customers using Automatizer

## Backend Functions & Administration

- [Getting started with Units, Users, and Roles](http://help.pipelinersales.com/en/articles/2723975-getting-started-with-units-users-and-roles.md): How to invite/add new users to your Coevera, modify user roles to manage security of what users can see and do, and manage sales units.
- [Using the Settings Menu for the Admin User](http://help.pipelinersales.com/en/articles/2724173-using-the-settings-menu-for-the-admin-user.md): This article explains the different options that can be modified within the Settings Tab by the Admin User.
- [Changing Ownership and managing users who leave your company](http://help.pipelinersales.com/en/articles/2723710-changing-ownership-and-managing-users-who-leave-your-company.md): This article shows how to change record ownership including related records and then how to deactivate or reassign a user.
- [Understanding Terminology for the Admin User](http://help.pipelinersales.com/en/articles/2723987-understanding-terminology-for-the-admin-user.md): Describes the terminology used in the admin module and details what an Administrator might be responsible for.
- [Managing your First Pipeline](http://help.pipelinersales.com/en/articles/2724115-managing-your-first-pipeline.md): This article explains how to get started managing your first pipeline. It will take you to step by step and show you the different options.
- [Using the Admin Module - Entities Menu - Working with Forms and Fields](http://help.pipelinersales.com/en/articles/2724167-using-the-admin-module-entities-menu-working-with-forms-and-fields.md): Learn how to change, add, and reorganize form fields within the Admin Module. Publish for all users to access and utilize the changes.
- [Using Bulk Update to change data](http://help.pipelinersales.com/en/articles/3438508-using-bulk-update-to-change-data.md): Bulk update allows you to update multiple records at once. You can bulk update Leads, Opportunities, Accounts, Contacts and Activities.
- [Lead Management — Creating Lead Processes](http://help.pipelinersales.com/en/articles/6264879-lead-management-creating-lead-processes.md): Coevera Admins can create Lead Processes to help users manage Leads through to Qualification using steps, checklist activities & documents
- [Lead Management — Creating Lead Forms](http://help.pipelinersales.com/en/articles/6288411-lead-management-creating-lead-forms.md): Coevera Admins can create multiple Lead Form Types, each assigned to a Lead process, to capture the right details for each type of Lead
- [Opportunity Admin — Setting up Opportunity Qualification and Won Forms](http://help.pipelinersales.com/en/articles/6550214-opportunity-admin-setting-up-opportunity-qualification-and-won-forms.md): Enable visibility of more fields on the Won & Qualification Forms for users to verify data when qualifying a Lead or winning an Opportunity
- [Exporting Data from Coevera](http://help.pipelinersales.com/en/articles/2327040-exporting-data-from-coevera.md): How to export Coevera data to Excel or csv files
- [Importing Opportunities \(and Products\) into Coevera](http://help.pipelinersales.com/en/articles/2724316-importing-opportunities-and-products-into-coevera.md): Import your Opportunities \(with or without Product Line Items\) using our drag & drop wizard
- [Advanced Fields & Forms — Calculated Fields](http://help.pipelinersales.com/en/articles/3312731-advanced-fields-forms-calculated-fields.md): This Advanced Coevera Admin article covers how to create calculated fields in Coevera and the sorts of formula that you can use.
- [Advanced Fields & Forms — Web Resource Fields](http://help.pipelinersales.com/en/articles/3803967-advanced-fields-forms-web-resource-fields.md): This Advanced Coevera Admin article covers how to create web resource fields in Coevera
- [Importing Data into Coevera — Tips on Data preparation](http://help.pipelinersales.com/en/articles/4190964-importing-data-into-coevera-tips-on-data-preparation.md): Tips on preparing your data ready to import into Coevera.
- [Importing Leads \(and Accounts and Contacts\) into Coevera](http://help.pipelinersales.com/en/articles/4610895-importing-leads-and-accounts-and-contacts-into-coevera.md): Import your Leads \(with or without Accounts and Contacts\) using our drag & drop wizard
- [Saving and Sharing an Import Mapping Template](http://help.pipelinersales.com/en/articles/4838879-saving-and-sharing-an-import-mapping-template.md): Streamline future imports by saving your mappings as Import Templates that can be re-used by you or colleagues you share them with
- [Importing Contacts \(with or without Accounts\) into Coevera](http://help.pipelinersales.com/en/articles/5213710-importing-contacts-with-or-without-accounts-into-coevera.md): Import your Contacts into Coevera using our drag & drop wizard
- [Importing Accounts into Coevera](http://help.pipelinersales.com/en/articles/5214161-importing-accounts-into-coevera.md): Import your Accounts into Coevera using our drag & drop wizard
- [Advanced Fields & Forms — Lookup Fields](http://help.pipelinersales.com/en/articles/5272758-advanced-fields-forms-lookup-fields.md): Learn how to create Lookup fields in Coevera and the sorts of relationships that you can represent using them
- [Advanced Fields & Forms — Rollup Fields](http://help.pipelinersales.com/en/articles/5391635-advanced-fields-forms-rollup-fields.md): Learn how to create Rollup fields in Coevera and the sorts of aggregations and calculations that you can make using them
- [User Roles — Working with Advanced User Permissions](http://help.pipelinersales.com/en/articles/5917372-user-roles-working-with-advanced-user-permissions.md): Unlimited Tier customers can have more control over the user experience using Advanced Permissions
- [Advanced Fields & Forms — Autonumber Fields](http://help.pipelinersales.com/en/articles/5994978-advanced-fields-forms-autonumber-fields.md): Learn how to create Autonumber fields in Coevera and how they work
- [Advanced Set Up — Custom Entity Names](http://help.pipelinersales.com/en/articles/6109263-advanced-set-up-custom-entity-names.md): Learn how to rename main Entities in Coevera so you can use your own business terminology
- [Subscription Management — How to enable 2 Factor Authentication and Single Sign-On for all Coevera users](http://help.pipelinersales.com/en/articles/6111451-subscription-management-how-to-enable-2-factor-authentication-and-single-sign-on-for-all-coevera-users.md): Learn how to enable 2-Step Verification for Coevera logins and also enable Single Sign-On \(SSO\) via Microsoft or Google
- [Using Lead Action Fields for Lead Management](http://help.pipelinersales.com/en/articles/6543327-using-lead-action-fields-for-lead-management.md)
- [Multilanguage Support](http://help.pipelinersales.com/en/articles/6752008-multilanguage-support.md): Coevera Admins can add their own language translations to system and custom fields as well as validated lists such as dropdowns
- [Advanced Fields & Forms — Working with Validated Fields \(Dropdowns, Multi select checkboxes, Radio\)](http://help.pipelinersales.com/en/articles/6921724-advanced-fields-forms-working-with-validated-fields-dropdowns-multi-select-checkboxes-radio.md): Learn how to work with validated fields - dropdowns, multi select checkboxes, radio fields including importing and exporting values
- [Quotes — Creating Quote Forms](http://help.pipelinersales.com/en/articles/6929201-quotes-creating-quote-forms.md)
- [Quotes — Creating Quote Processes](http://help.pipelinersales.com/en/articles/6930511-quotes-creating-quote-processes.md): Coevera Admins can create Quote Processes to help users manage Quotes from Draft to Acceptance
- [Adding another Pipeline](http://help.pipelinersales.com/en/articles/2723998-adding-another-pipeline.md): How to add other Pipeline to your Coevera. Whenever there are multiple processes, Coevera can be used for more than the sales process.
- [Setting up Products, Product Line Items and Pricing for use in Opportunities](http://help.pipelinersales.com/en/articles/2724329-setting-up-products-product-line-items-and-pricing-for-use-in-opportunities.md): Setting up Products & Pricing with Price Lists and using them when working on an Opportunity, also using the Product Pricing add-on for Enterprise & Unlimited tier customers
- [Using Sales Action fields for Opportunities](http://help.pipelinersales.com/en/articles/2724341-using-sales-action-fields-for-opportunities.md): How the Administrator can help enforce your process\(es\) by adding new Sales Action fields to specific steps in your Opportunity pipeline\(s\)
- [Importing Products and Pricing for use in Opportunities](http://help.pipelinersales.com/en/articles/3081233-importing-products-and-pricing-for-use-in-opportunities.md): How to import Products and Prices into Coevera. Your team can then select products, quantities, and pricing for their Opportunities
- [Advanced Fields & Forms — Field Permissions](http://help.pipelinersales.com/en/articles/3339999-advanced-fields-forms-field-permissions.md): This Advanced Coevera Admin article covers how to manage field permissions.
- [Importing and Exporting Users in Coevera](http://help.pipelinersales.com/en/articles/3547141-importing-and-exporting-users-in-coevera.md): ​Coevera Administrators can import and export a list of users using a CSV file.
- [Using the Audit Log \(Admin Module\)](http://help.pipelinersales.com/en/articles/3719880-using-the-audit-log-admin-module.md): How Admins can access, use and export the Audit Log in the Admin Module
- [Advanced Admin - Working with Custom Entities](http://help.pipelinersales.com/en/articles/8330709-advanced-admin-working-with-custom-entities.md)
- [Working with Online forms in JavaScript \(Developers Tutorial\)](http://help.pipelinersales.com/en/articles/8287702-working-with-online-forms-in-javascript-developers-tutorial.md)
- [Custom Entities Use Case - Creating a custom entity to track Assets](http://help.pipelinersales.com/en/articles/8385529-custom-entities-use-case-creating-a-custom-entity-to-track-assets.md): A step-by-step guide to a common use case for Custom Entities including how to set up and configure your new custom entity
- [Advanced Fields & Forms — Formula Fields](http://help.pipelinersales.com/en/articles/9065324-advanced-fields-forms-formula-fields.md): Create Formula fields on Entity Forms or create Report Calculated Values within reports using advanced functions
- [Advanced Forms - Working with Card Views](http://help.pipelinersales.com/en/articles/9094505-advanced-forms-working-with-card-views.md): How to update Primary Account and Primary Contact cards as well as Lookup field views to include additional fields

## Application Integration

- [Automation Hub](http://help.pipelinersales.com/en/articles/2811879-automation-hub.md): In the Automation Hub see which Apps are integrated with Coevera and other suggested integrations. You can also request a custom solution.
- [How to enable and configure Active Directory SSO settings to enable single sign-on for Coevera](http://help.pipelinersales.com/en/articles/2794146-how-to-enable-and-configure-active-directory-sso-settings-to-enable-single-sign-on-for-coevera.md): Learn how to enable and configure Single-Sign-On \(SSO\) settings to enable single sign on for Coevera Cloud.
- [Accessing the Coevera API Key](http://help.pipelinersales.com/en/articles/3811347-accessing-the-coevera-api-key.md): How Admins can access your Coevera API Key from the Admin Module
- [How to enable and configure Azure AD settings to enable single sign-on \(SSO\) for Coevera](http://help.pipelinersales.com/en/articles/8926198-how-to-enable-and-configure-azure-ad-settings-to-enable-single-sign-on-sso-for-coevera.md): Guidance for IT Administrators on the settings needed to enable Azure AD \(Microsoft Entra ID\) for single sign on \(SSO\) for Coevera.
- [Creating a Twilio SendGrid Account and adding Senders](http://help.pipelinersales.com/en/articles/9616193-creating-a-twilio-sendgrid-account-and-adding-senders.md): Guidance on setting up a SendGrid Account and then adding senders, authenticating the domain, choosing a plan and creating the API key
- [BI Feeder — Exporting Coevera Data to use with BI Solutions](http://help.pipelinersales.com/en/articles/4085771-bi-feeder-exporting-coevera-data-to-use-with-bi-solutions.md): The BI Feeder allows you to export Coevera data to a PostgreSQL that you can access directly using your Business Intelligence solution.
- [BI Feeder — Connecting to Google Data Studio](http://help.pipelinersales.com/en/articles/4111245-bi-feeder-connecting-to-google-data-studio.md): The BI Feeder allows you to export Coevera data to a PostgreSQL database using Google Data Studio
- [BI Feeder — Connecting to Microsoft Power BI](http://help.pipelinersales.com/en/articles/4118915-bi-feeder-connecting-to-microsoft-power-bi.md): The BI Feeder allows you to export Coevera data to a PostgreSQL database and access it using Power BI from Microsoft

## Managing your Subscription

- [How do I update my billing information?](http://help.pipelinersales.com/en/articles/2724390-how-do-i-update-my-billing-information.md): This article show you how to update your billing address and other information through Coevera’s Portal.
- [How do I cancel my subscription?](http://help.pipelinersales.com/en/articles/2724376-how-do-i-cancel-my-subscription.md): This article will guide the subscription admin on the process of cancelling their subscription/renewal through our online portal.
- [How do I pay my invoice?](http://help.pipelinersales.com/en/articles/2724382-how-do-i-pay-my-invoice.md): This article details the various ways to pay an invoice using our payment portal with credit or debit cards.
- [How to cancel a license?](http://help.pipelinersales.com/en/articles/2724373-how-to-cancel-a-license.md): This article will guide how to cancel a license so it will not be available to use if it’s unassigned within your Coevera account.
- [How do I purchase a new license?](http://help.pipelinersales.com/en/articles/2724368-how-do-i-purchase-a-new-license.md): This article shows how to purchase a new license so you can invite a new user to Coevera.
- [How to invite a new subscription admin](http://help.pipelinersales.com/en/articles/2724356-how-to-invite-a-new-subscription-admin.md): How to invite subscription admins to perform functions like paying invoices, adding and deactivating users, and editing fields and forms.

## Troubleshooting

- [How to contact Coevera’s Support Team](http://help.pipelinersales.com/en/articles/2728995-how-to-contact-coevera-s-support-team.md): Contact our Technical Support team using our Help menu, send us an email directly or use the Chat icon in the Coevera app or Admin Module.
- [Exchange Email Integration errors — identifying and resolving the problems](http://help.pipelinersales.com/en/articles/2728988-exchange-email-integration-errors-identifying-and-resolving-the-problems.md): You may receive email\(s\) about your data not being fully synchronized with Coevera. Below is an explanation how to respond to the emails.
- [Clearing the cache & cookies in your browser](http://help.pipelinersales.com/en/articles/2728983-clearing-the-cache-cookies-in-your-browser.md): Problems with loading, formatting or login issues with Coevera. This articles covers clearing cache, cookies & browser to fix the issues.
- [Changing Password for Exchange/Office 365 integration](http://help.pipelinersales.com/en/articles/2728977-changing-password-for-exchange-office-365-integration.md): Find out how and why you need to change passwords or username for Exchange/Office 365 integrations to Coevera