Now Make Pipeliner Your CRM By Customizing More Of It!
You’ve already seen how Pipeliner is instantly customizable to your company’s particular needs. You can instantly customize Pipeliner to your sales process, your tasks, your activities, accounts, reports, and how you view data within the system.
Create Custom Fields
Find out all out the ease and speed of creating custom fields within Pipeliner. New fields can be created, then dragged and dropped where needed. Forms can be edited by adding or deleting fields, and fields can be easily organized.
Set Up Common Lists
Common lists are lists used in many different CRM functions. For example, activity types, account types, reasons sales are lost, or sales roles. In this you will learn how to rapidly set up common lists.
Create Product and Price Lists
Automatically calculating opportunity value can only happen when the system knows your products and prices. Pipeliner has made this function simple and easy, by enabling you to add product categories, specific products, prices, descriptions and SKU numbers, along with other necessary data. Once prices are entered, calculating exact opportunity value is a matter of a few clicks.
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