Administration Archives

Forecasting

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

ForecastingJohn Golden2022-05-05T15:40:32+00:00

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

Opportunity FitnessJohn Golden2022-05-05T15:32:00+00:00

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

AuditJohn Golden2021-02-19T10:02:42+00:00

Enable multiple currencies in Pipeliner CRM

CurrenciesJohn Golden2021-02-19T10:00:42+00:00

Pipeliner offers the most comprehensive field and form customization.

Fields and FormsJohn Golden2021-02-19T10:00:13+00:00

Mass update Leads and Opportunities by changing them in bulk.

Bulk OperationsJohn Golden2021-02-18T22:08:47+00:00

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

Revenue RecognitionJohn Golden2021-02-18T22:07:35+00:00

CRM User Access and Permissions management has never been easier.

User Access PermissionsJohn Golden2021-02-18T22:10:02+00:00

Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required

Template DesignerJohn Golden2021-02-18T22:09:27+00:00