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"

🎥 All About Activities!2020-07-16T09:17:52+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.

Your First Pipeline2020-07-16T09:06:08+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.

BI Feeder2020-07-16T09:07:19+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

🎥 Introduction to AUTOMATIZER!2020-07-16T09:18:28+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".

🎥 Reporting for Sales Management2020-07-16T09:18:48+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".

🎥 All About Email!2020-07-16T09:17:47+00:00

Creating New Units, Users and Roles

How to invite/add new users to your Pipeliner, modify user roles to manage the security of what users can see and do, and manage sales units.

Creating New Units, Users and Roles2020-07-16T08:27:37+00:00

Using the Power Panel

The Power Panel is a place in Pipeliner where you can modify the things you see in your current view. Learn how to use it properly.

Using the Power Panel2020-07-16T08:18:54+00:00