Step 1: Customize Sales Pipeline To Your Sales Process

pipeliner enables you to create and customize your sales pipeline, sales process, in order to effectively see and work with your sales opportunities within your sales funnel.

How to Customize a Sales Pipeline (1:32)

Step 2: Create Your First Sales Opportunity

pipeliner enables you to create infinity number of the sales deals or opportunities and easily track them all along your custom sales pipeline from start to close.

How to Create a Sales Opportunity (2:45)

Step 3: Define Your Sales Target Goal

pipeliner enables you to define your custom sales target goal for a specific time period according to which you can evaluate the opportunities contribution to it in a real time.

How To Setup a Sales Goal (1:34)

Opportunity Task Management

Manage and collaborate tasks and activities for your sales opportunities within the sales pipeline through the ground-breaking opportunity task management tool - pipeliner p-connect.

How You Can Use p-connect Tasks Management (1:40)

Sales Performance Activities Report: Hit-Rate Manager

pipeliner Hit-Rate Manager enables you to manage, customize and evaluate the sales activities based on the sales reps performed tasks over a specific time period.

How You Can Track Sales Activities with Hit-Rate Manager (1:14)

Step 1: Setting Up a Shared Team Pipeline

In order to start collaborate in a team, pipeliner enables you to setup a shared team pipeline. Note: Shared Team Pipeline is maintained via pipeliner cloud environment - customer portal.

How To Set Up a Team Sales Pipeline (2:45)

Step 2: Connect pipeliner Application With Team Pipeline

In order to start work in a team, you need to connect pipeliner desktop application with your team pipeline. Folllow the instructions in this tutorial and start collaborate on your sales.

How to Connect pipeliner to Team Pipeline (0:54)

Migrate Your Local Data and Connect To Your Team Pipeline

If you have been using pipeliner standalone solution, as a single user, you can migrate your already existing data to your new team pipeline without losing them at all.

How to Migrate Local Data to Team Pipeline (2:58)