Academy

All About Activities!

An in-depth look at Pipeliner's capabilities including "Customizing Activity Types, Fields, Views & Profiles", "Best Practice Sales Process Activities", "Intelligent Scheduling with Automatizer", "Standard, Pivot, and Advanced Reporting on Activities" and "Activities with Integrations"

2023-08-30T10:08:13+00:00

Your First Pipeline

Pipelines hold the steps/stages of your sales process (or any process). Pipelines can be used for the pre-sales process, sales process, post-sales process, implementation process, fulfilment process, customer services process, new hire process and so much more.

2020-07-16T09:06:08+00:00

BI Feeder

The BI Feeder allows you to export Pipeliner data to a PostgreSQL that you can access directly using your Business Intelligence solution.

2020-07-16T09:07:19+00:00

Introduction to AUTOMATIZER!

Graphically build your organization’s processes into Pipeliner, Streamline your workflows and empower your teams working with Pipeliner, Automate repetitive tasks and communications, Build both organizational & personal automated processes

2023-08-30T10:08:06+00:00

Reporting for Sales Management

An in-depth look at Pipeliner's capabilities including "Five Opportunity Reporting Views", "Pivot & Advanced & Forecast Reports", "Leading & Lagging Indicators", "New BI Feeder › Seeing your Pipeliner data in Google Data Source & Microsoft Power BI".

2023-08-30T10:08:00+00:00

All About Email!

An in-depth look at Pipeliner's email capabilities including "Email Integration (Outlook & Gmail)", "Pipeliner mass and individual Emails", "Automatizer Emails".

2023-08-30T10:07:53+00:00