August 16th, 2018
Archive
Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.
Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.
Dynamic Target is a real-time sales performance tracker that uses 5 precision Target Types (Weighted, Ranked, Balanced) to show you exactly where you stand against your quota, right in your Pipeline View. Stop guessing and start hitting your goals.