Let us introduce you to Pipeliner CRM, through three of its most fundamental features. Doing so will help you get started using Pipeliner for all your sales activities.
In the Getting Started User Guide you will learn:
How to sign up, create a Pipeliner account and invite your co-workers
How to set up your Pipeline
How to create your first opportunity within Pipeliner
Click the download button below to download a full pdf version of Getting Started User Guide for Pipeliner CRM.
Administration & Setup
Sales Pipeline Management
Sales Target Tracking
Importing Leads & Opportunities
Importing Accounts & Contacts
Add-In for MS Outlook