Sales Roles

Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

Forecasting2022-05-05T15:40:32+00:00

Opportunity Fitness

Pipeliner Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

Opportunity Fitness2022-05-05T15:32:00+00:00

Audit

Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category

Audit2021-02-19T10:02:42+00:00

Feeds

View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them

Feeds2021-02-19T16:03:05+00:00

Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

Web Clipper2021-02-18T16:39:10+00:00

Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

Custom Views2021-02-18T22:06:40+00:00