Pipeliner CRM’s Built-In Help
We make our Help functionality as friendly as possible—by building it right into Pipeliner.
You can access Help from any feature in the software, and a Help screen about that feature appears. “Hot spots” are embedded throughout – click and an explanation of that particular functionality (where that “hot spot” was located) will then show up on the right-hand side.
Greatly Reduces User Training
Our Built-In Help improves the effectiveness of (and time spent on) user training. For many features, a user can simply go to that feature in Pipeliner, select Help from the Tab Menu and learn all about it themselves. This is also handy if a user forgets some of the training they received. They can just select Help about any feature – and always be able to refresh their knowledge.
Other Helpful Tools
From the Help menu at the bottom right of any Pipeliner screen, you can also access:
- About Pipeliner – General information about the product, its purpose, and its uses
- Getting Started – A “Quick Start Guide” to get any user off the ground
- What’s New? – A tour of the latest version and features
- Contact Support – A form to contact Pipeliner Support without having to leave your CRM
Product Feedback – Leave product feedback on our Forum page
More Ways to Access Help
Another way to access Help is through the Home icon button in any Help screen. This will give you an index of all the Help topics available.
Our Help efforts aren’t limited to our product. In the Help Index, you can access our Sales Playbook. Here you will find explanations about basic selling tactics and how Pipeliner can support you.