Getting Up and Running with Pipeliner CRM

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 Administration & Setup User Guide

Download a full pdf version of the Administration & Setup User Guide for Pipeliner CRM.