How to use sales pipeline profiles?

Karel Tinka

September 27, 2016 14:11

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Here is everything you need to know about sales pipeline profiles management in Pipeliner CRM:

What is Sales Pipeline Profile?

Sales pipeline profile stores all your option settings (e.g. View settings, Filter etc.). You can switch between multiple profiles on the fly to access customized data easily. You can have unlimited number of profiles, share them with your colleagues, update existing profiles or remove outdated ones. Table of Content

  • How to create new profile
  • How to update profile
  • How to share profile
  • How to remove profile
  • How to select profile
  • How to use profile manager

#1: How to Create a New Profile

In order to create a new profile i.e. save your option settings under new profile, perform these steps:

You can update your sales pipeline profiles at any time.

#2: How to Update Profile

In order to update en existing profile perform following steps:

All sales pipeline profiles, i.e. option settings can be share with your sales team.

#3: How to Share Profile

In order to share existing profile i.e. share it with your sales team, perform these steps:

If you update the profile, the profile will be updated for each Pipeliner user as well.

#4: How to Remove Profile

If you need to remove/delete one profile forever, you need to perform following steps:

If you shared the profile with somebody from your sales team, the profile will be removed from his pipeline.

#5: How to Select Profile

Pipeliner enables you to actively switch between the sales pipeline profiles. Here is how to do that:

  1. In the upper right-hand corner of the application screen click on Arrow next to Profile name.
  2. All profiles you have rights to see will be listed.
  3. Click on the Profile name to select it.
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