Function area 1

When working with Pipeliner, the user is always faced with the central pipeline visual, and here they can:
• Create opportunities
• Move opportunities through the pipeline, and see the effect on the target
• Think about the sales method, customer buying stage, what to do next

Function area 2

The user can add more information in several areas:

Every opportunity has an Action Panel, where info can be added relative to

• The opportunity
• The account
• The people
• The plan

 Move opportunities through the pipeline, and see the effect on the target, think about the sales method, customer buying stage, what to do next

Function area 3

• The user can use tools that support the sales process, and a good sales method, and can be used to validate information with the customer.
• The user can create their own set of tools and templates, to speed up the document generation process