Getting Started

Here is a short manual to guide you through first steps of setting up Pipeliner CRM.

Set Up Pipeliner Quickly and Easily

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
Pipeliner CRM - Getting Started

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