Pipeliner CRM Onboarding Summary
Below are a series of videos designed to rapidly get you up and running with Pipeliner CRM! There is of course more to know—but with this basic information you can implement and get Pipeliner going in your company in hours, instead of days or weeks.
If you are interested in learing more about Pipeliner functionality, you can visit our Video Tutorial page.
Learn more about how to install Pipeliner and get data into the system. Back to Get Started ›
Learn more about how to setup your Pipeliner the way you want it. Back to Pipeline Setup ›
Learn more about how to organize your Contacts and Accounts. Back to Contacts & Accounts ›
Learn more about how to create Leads and how to turn them into Opportunities. Back to Leads & Opportunities ›
Learn more about how to create Tasks and Activities for you and for others. Back to Tasks & Team Management ›
Learn more about how to generate Reports and get Access Business Inteligence. Back to Business Intelligence ›
Learn more about how to visualy costumize your Pipeliner. Back to Customization ›
Haven't found the answer you were looking for?
Contact Customer Support