Getting Pipeliner set up according to your business needs is, of course, crucial. This short quick guide takes you through the basic necessary tasks.
In the Administration & Setup User Guide you will learn:
How to define user roles and rights, and invite your colleagues into your sales space
How to create a sales unit (or territory) and add users into this unit
How to configure your sales pipeline(s) and add sales steps
How to create custom fields and add them to the forms
How to customize common lists such as Account Industries
Download a full pdf version of the Administration & Setup User Guide for Pipeliner CRM.
Administration & Setup
Sales Pipeline Management
Sales Target Tracking
Importing Leads & Opportunities
Importing Accounts & Contacts
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