Pipeliner CRM Release Notes

Pipeliner CRM 3.10.0 brings a brand new power of visualization to AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management in Pipeliner. The first step is the new Accounts Matrix View. As an addition to this cool feature, we also introducing brand new Forecasts & Quotas where you can now choose to add a QuotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. and can split the total between your selected users or units evenly, based on prior performance or type it in manually. Read More

Pipeliner CRM release notes v3.9.2 brings brand new Calling feature which can be activated for your subscription and, once running, each userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. will then activate it for their own phone number within their Pipeliner User Settings. Read More

Pipeliner CRM3.9.0 brings brand new Insights › Performance tab which gives you deep and intuitive feedback on the health and performance of each of your Pipelines. As an addition to these, we also introducing brand new Customizable Dashboards Read More

Pipeliner CRM Cloud 3.8.0 brings brand new Multiple Form Views where users can now set up their own Views on the Detail tab of Accounts, Contacts, Leads and Opportunities. In this release, we’ve worked on updates to the Indicators tab in Insights used by Manager level users and have added additional KPIs (metricsMetrics Metrics  are quantities that are measured and used to:). Read More

Pipeliner CRM 3.7.0 brings brand new Import capabilities such as Import Templates, a way how to import Product Line Items, and Multiple Fields. In addition to these, we also introducing brand new Email Conversations and special New Pandadoc Tokens on Opportunity feature. Read More

Pipeliner CRM 3.6.0 brings brand new support of images in Emails & Notes, required Sales Activities, ability to send & track Surveys through Google Forms, brand new user type "Application" and view changes for Activities. Among these, we also improved Link Emails to additional records and product table sections. Read More