What are the different roles

Role project owner

PROJECT OWNER

(Can also be the Admin)

Role onboarding Admin

ADMIN

(Can also be the Project Owner)

Onboarding Role Sales Manager

SALES MANAGER

onboarding role End users

END USER

Onboarding for each role

Project Owner

The authority to define:

  • User roles

  • Sales units

  • Pipeline process

  • Currency

  • Forms

  • Other elements as needed

Time commitment:

  • Guided in person workshops with Pipeliner Consultant

  • Pipeliner CRM Setup (approx. 1 week)

    NOTE › this is setup without data migration and/or system integration as the inclusion of either may add time 

Admin

Basic computer skills required:

  • Browser

  • MS Office/Outlook/365

  • Google Docs

Time commitment:

  • Online Onboarding Sessions with our Customer Training Manager

  • 2 x 2 hours live virtual training plus access to recordings

Sales Manager

Training topics include:

  • Reporting
  • Pipeline Management
  • Activity Management

  • and many more…

Time commitment:

  • Online Onboarding Sessions with our Customer Training Manager

  • 3 hours live virtual training plus access to recordings

End User

Training topics include:

  • Overview to Pipeliner CRM application
  • Entities

  • Profiles for end users

  • and many more…

Time commitment:

  • Online Onboarding Sessions with our Customer Training Manager

  • 3 hours live virtual training plus access to recordings

Onboarding Timeline by role