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"
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.
The BI Feeder allows you to export Pipeliner data to a PostgreSQL that you can access directly using your Business Intelligence solution.
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
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".
An in-depth look at Pipeliner's email capabilities including "Email Integration (Outlook & Gmail)", "Pipeliner mass and individual Emails", "Automatizer Emails".
Use your phone’s camera in order to scan in documents to records in Pipeliner.
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.
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.