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.

Now discover how Pipeliner can be further tailored to the needs of your company and sales force.

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 <g class="gr_ gr_26 gr-alert gr_spell gr_run_anim ContextualSpelling" id="26" data-gr-id="26">dropdown</g> lists used in many different CRM functions. For example, activity types, account types, reasons sales are lost, or sales roles. In this <g class="gr_ gr_34 gr-alert gr_gramm gr_run_anim Punctuation only-ins replaceWithoutSep" id="34" data-gr-id="34">video</g> 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. <g class="gr_ gr_30 gr-alert gr_gramm gr_run_anim Punctuation multiReplace" id="30" data-gr-id="30">Fortunately</g> 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.

Additional Resources

Pipeliner CRM - Getting Started

Download Getting Started User Guide

Click the download button below to download a full pdf version of Getting Started User Guide for Pipeliner CRM.

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Importing Accounts & Contacts

Download Importing Accounts & Contacts User Guide

Download the full pdf version of the Importing Accounts and Contacts User Guide for Pipeliner CRM.

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